Financial Advisor Marketing


  • Keep in touch with clients and generate leads
  • Acquire new clients through referrals
  • Cross sell to your clients by showcasing your product and service portfolio
  • Improve your personal brand equity along with that of your firm
  • Measure client satisfaction with direct client feedback
  • Rebuild trust for financial professionals that has been torn due to the economic climate in general
  • Attract younger generation clients by promoting your social media profiles

Grow your revenue by reaching out to existing clients with our turn-key programs. We understand that financial services firms don’t have time to focus on marketing. You’re busy seeking the best returns for your clients, helping them meet and exceed their goals. That’s where our marketing programs come in: we’ll take care of all the hassle of finding new clients, generating leads, and cross-selling, so you can focus on what’s really important.

Continuity Programs knows the financial industry, the challenges you face and how to help you overcome them. Effective marketing and time management is essential for Financial Advisors in today’s world. All of our financial marketing programs are 100% turn-key, which is what differentiates Continuity Programs from the other financial marketing companies out there. Continuity Programs’ goal is to help you grow your business. Check out our specific financial marketing solutions to generate leads and get referrals, cross sell, and acquire new clients.

Continuity Programs financial marketing solutions are flexible to accommodate any compliance disclosure or disclaimers you need to have on your marketing materials due to industry regulations.

Financial Client Retention Programs
Financial Client Satisfaction Survey Programs
Financial Cross Media Marketing
Financial E-Mail Marketing Campaigns
Financial Social Media Marketing
Financial Target Marketing