Today’s elite advisor needs more than a website and a CRM to compete. They need the power of marketing to help them capture “top of mind” awareness and grow their businesses.

BuildYourMarket.com, the industry leader in online marketing solutions, integrates an on-demand CRM, website, complete compliance assurance, marketing communications and a print engine to help you reach all of your business goals.
However, our innovation continues.
Our “total client and brand management solution” helps you market for greater success among your target audience and beyond! Sign up for BuildYourMarket.com today and gain these smart marketing advantages and more:
  • 4-in-1 marketing that integrates marketing communications, Web-based CRM, website development and automated compliance assurance in one place to help you build your business with less work, time and money
  • Web-based CRM that automatically records and time stamps all client contact to include phone calls, e-mails, mailings and in-person meetings for easy access during client reviews or audits (what other uses could these have Jack/Kathran)
  • detailed action plans that instantly triggers drip marketing campaigns for events like minimum required distributions, seminar registrations and new clients to help you maximize brand awareness
  • compelling direct mail campaigns and seminar invitations to drive more qualified, targeted leads to your business
  • total brand management strategies to create a unique, professional and unforgettable corporate identity that endears you to your target audience
  • online depository for important client documents like wills, trusts and powers of attorney, so they can be easily accessed by any member of your office
  • maximum relationship builder feature, where Website visitors can access your calendar to make appointments or register for seminars and events like Client Appreciation Day
  • “follow me” addressing feature, which tracks clients between their different locations to help you never miss an opportunity to touch a client
  • customer-first preferred delivery method, which gives clients the freedom to choose how they are contacted (phone, mail or email)
  • difference-making Search Engine Optimization (SEO), Pay-Per-Click (PPC) Campaign Management and Online Yellow Page Listings to get above-the-fold Web coverage and immediately drive qualified leads to your business

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