MONTHLY CONTENT MARKETING

PACKAGE

CPS ADVANTAGE IN PARTNERSHIP WITH

INDIGO MARKETING AGENCY

WHAT IS CONTENT MARKETING?

Content marketing uses the creation and distribution of content to earn the attention of prospects.

Simply put, it helps prospects find you when they need you most.

The goals of content marketing are to:

• Position yourself as a subject-matter expert

• Show prospects what you do and how you can help

• Stay on top of mind

• Drive traffic to your LinkedIn profile or website

• Invite prospects to take the next step

LET’S SEE HOW IT WORKS

WE START WITH CUSTOM, ORIGINAL CONTENT

• Packages include one to four articles per month

• All articles are original, custom content and property of the advisor

• Content is written with compliance and SEO in mind

• The articles are based on the advisors’ ideas, opinions, and investment philosophy

• Articles range from technical to personal, depending on preference

FIRST, WE USE A PERSONAL TOUCH

PERSONAL CONTENT TO GROW TRUST

PERSONAL CONTENT TO GROW TRUST

NEXT, WE OFFER UNIQUE EXPERTISE

TECHNICAL CONTENT OFFERING EXPERTISE

TECHNICAL CONTENT OFFERING EXPERTISE

TECHNICAL CONTENT OFFERING EXPERTISE

AND WE PROACTIVELY COMMUNICATE ABOUT

TIMELY EVENTS

PROACTIVE COMMUNICATION

PROACTIVE COMMUNICATION

PROACTIVE COMMUNICATION

THEN WHAT?

ONCE APPROVED BY COMPLIANCE,

WE DEPLOY THE ARTICLES!

ON YOUR WEBSITE AS A BLOG POST

THEN BY EMAIL (DRIVING TRAFFIC TO YOUR WEBSITE)

ALSO AS A LINKEDIN PUBLICATION, WHICH NOTIFIES YOUR CONNECTIONS THAT YOU’VE

PUBLISHED A POST

WE ALSO DEPLOY:

ON FACEBOOK ON TWITTER

WITHIN YOUR LINKEDIN GROUPS AND WITH DAILY SOCIAL MEDIA POSTS!

DAILY SOCIAL MEDIA POSTS

THEN WHAT?

WE CAREFULLY TRACK OUR RESULTS!

OUR EXPERTISE ALLOWS US TO GET BEST-IN-INDUSTRY (4 TIMES ABOVE AVERAGE)

EMAIL OPEN AND CLICK RATES!

WE ALSO MONITOR WEBSITE TRAFFIC!

…AS WELL AS SOCIAL MEDIA TRAFFIC AND CONVERSIONS.

THEN WHAT?

EACH MONTH, WE DO MORE OF WHAT WORKS

FOR YOU!

DOES IT WORK?

CLIENTS SEE ON AVERAGE:

• 50% increase in website traffic in the first 30 days.

• Increased referrals in 3-5 months.

• New clients within 6-12 months.

Content marketing builds your referral pipeline over time by helping even those who don’t buy to refer

ideal clients to you!

DESIGNED FOR BUSY ADVISORS WHO WANT TO TAKE MARKETING

OFF THEIR PLATE.

A BEST-IN-INDUSTRY, COHESIVE MARKETING PLAN, OUTSOURCED!

SUCCESS STORIES“Since we have started working together on my content marketing strategy, I’ve noticed some strange things happening. First, there is more

awareness of what I do and how I help my clients.

On Facebook, I’ve been getting private messages saying, “Can we set up a time to talk?” While I was riding my bike with my cycling group, a woman I’ve

known for years said she needs to set an appointment. She ended up investing over $1

million with me.

The common thread is that I’m connected to these folks on social media and they’re seeing my posts.”

SUCCESS STORIES“Every time we send out an email, we get a few

new leads. One business owner sent me an email to set up an appointment to review his 401(k) and another acquaintance requested a

phone call after seeing my posts on Facebook.

This afternoon, I received an email from a lawyer looking to set up a retirement plan for

their law firm.

I don't know if it's a coincidence or not, but last month I had the best month in my career, so I

am looking forward to the future.”

ABOUT CLAIRE AKIN AND INDIGO MARKETING AGENCY

• Claire Akin started Indigo Marketing Agency after 7 years of demonstrated success marketing her father’s investment advisory firm.

• She is a former Investment Advisor Representative with a BA in Economics and MBA in Marketing from UC San Diego.

• She knows advisors are pressed for time and need help with their marketing.

• It’s her goal to save you time and generate more leads.

CPS ADVANTAGE IS PROUD TO OFFER COMPLIMENTARY

MARKETING PACKAGES TO OUR CLIENTS BASED ON

PRODUCTION LEVELS

MARKETING PACKAGESLevel I LinkedIn Profile Development and Optimization $1,000 - $49,999 of Annual Target Premium Production Level II Monthly Marketing Package (One Article Per Month) $50,000 - $99,999 Annual Target Premium Production Level III Monthly Marketing Package (Two Articles Per Month) $100,000 - $249,999 of Annual Target Premium Production Level IV Weekly Marketing Package (Four Articles Per Month) $250,000+ Annual Target Premium Production Level IV or Above: White Paper or eBook Development

ABOUT CPS ADVANTAGE

CPS ADVANTAGE FACILITATES THE FORMATION OF SYNERGISTIC RELATIONSHIPS BETWEEN FINANCIAL ADVISORS AND CENTERS OF INFLUENCE. WE IDENTIFY APPROPRIATE PARTIES BASED ON COMPLEMENTARY KNOWLEDGE, SKILLS, AND EXPERIENCE. 1+1 MAY BECOME 3, 7, OR MORE. WE SUPPORT OUR ADVISORS WITH:

• CENTER OF INFLUENCE IDENTIFICATION, BRANDING, AND CULTIVATION • LINKEDIN PROFILE OPTIMIZATION AND STRATEGIC SEQUENTIAL PROFILE

PROMOTION • SYSTEMATIC LEAD GENERATING PLATFORMS • COMPLIANCE-APPROVED ADVERTISING / BRANDING CAMPAIGNS USING A

VARIETY OF MEDIA • APPOINTMENT SCHEDULING SERVICES

IF YOU BELIEVE OUR BUSINESS DEVELOPMENT SERVICES COULD BE RELEVANT TO THE GROWTH OF YOUR PRACTICE, OR IF YOU’D JUST LIKE TO BRAINSTORM THE UNDERWRITING OF AN IMPORTANT INSURANCE RISK, GIVE US A CALL OR SEND US AN E-MAIL. TELL US A BIT ABOUT YOURSELF, YOUR COMPANY, YOUR INTERMEDIATE AND LONG TERM GOALS. WE’D LOVE TO HEAR ABOUT YOUR EXPERIENCES WITH CENTERS OF INFLUENCE. ARE YOU ALREADY COLLABORATING WITH THEM ON SEVERAL CASES AT ANY GIVEN TIME?

CONTACT US TO GET STARTED NOW!

EMAIL MARKETING@CPSADVANTAGE.COM CALL US AT (800) 566-8011

DIAL EXTENSIONS: 141 FOR GAYLE 143 FOR STEFAN

149 FOR TY WE LOOK FORWARD TO HELPING!