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Marketing Solutions For Financial Professionals™

Advanced Package

When you’ve already built a successful business, here’s your opportunity to take your marketing and client-contact methods to the next level. This package further defines your brand, refines your message and keeps you top of mind with your clients through a web presence and print materials.
Featured Product

Fritz Meyer Slide Shows

Financial economist Fritz Meyer's monthly PowerPoint slides for advisors to use for seminars, webinars, and client meetings.

Related Products
Starter Package
Get all your marketing elements affordably – logo, marketing copy, website, newsletter and brochure.
 

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Premier Package
Your reputation is built, your firm is successful. Secure your continued success with a marketing communications package that is top of the line in every regard.
 

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Deluxe Communicator Package
A deluxe marketing package, this offering wraps up custom newsletters, a custom website with Client Portals, an Elite Brochure, a FlexFolder and E-Newsletter with Weekly Market Update.
 

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Communicator Package
Your logo and stationery are in great shape, now you want to focus on upping your outreach efforts. Work with API as a one-stop resource for a Choice Brochure, Template Marketing Website, FlexFolders and an E-Newsletter with Weekly Market Update.
 

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  • Overview
  • Pricing

  • Logo Design or Quarterly Market Summary
  • 15-Hours Copywriting plus Template Marketing Copy
  • Custom Marketing Website Design
  • AdvisorVault 2.0
  • Platinum Content, Hosting, and Maintenance License
  • e-Newsletter with Weekly Market Update
  • 200 Choice Brochures
  • 500 Flex Folders with two pockets
  • Custom Newsletter (200/Qtr.)

  List Price:   $18,000  
  Discount:   $875  
  Final Cost:   $17,125 plus shipping