How does BYM work?

Gone are the days of researching and purchasing a separate CRM, website builder, print engine, etc. BuildYourMarket.com, the industry leader, delivers marketing communications, a web-based CRM, website builder and compliance assurance in one place to save you money and time, while building your business.

BuildYourMarket.com’s software-free CRM automatically triggers contact for birthdays, anniversaries, annual reviews, seminars and much more!

Our CRM makes marketing easy! Within minutes, you can upload your existing database and create contact groups based on demographic, geographic and personal interests. Then you can start drip marketing on them with our extensive library of FINRA-reviewed marketing content.

While popular research suggests that over 90% of leads are discarded without contact, our CRM drives communication with them by generating a Hot Prospects list each time you access your account.

BuildYourMarket.com’s smart marketing communications links directly with our CRM to deliver personally branded newsletters, e-newsletters, greeting cards and direct mail materials with a few mouse clicks.

We brand “you,” not products, as the critical link to clients’ success. In just five minutes, differentiate yourself from the crowded financial and tax advisor market by adding a business logo, photo and much more to your full-color, compelling newsletter.

We also offer newsletters of the month, newsletters of the quarter, detailed action plans and 7- and 16-touch drip marketing campaigns to guide your contacts through the buying cycle. Click your choices and the system works the conversion pipeline for you! There's absolutely no printing, buying and licking stamps or other legwork for you to do. We do it all and for a most competitive price.

BuildYourMarket.com connects you with your contacts with a professional, interactive, user friendly and personally branded website. Stop using those cookie-cutter websites! Differentiate yourself from the competition by using our wizard to upload your business logo, photo, and other graphics. You can also create new pages to highlight your practice.

If you don't have the time to fully customize your website, take our quick launch method to start driving prospects and clients to your business.

Once you have a great-looking website, it needs to be discovered by your target market and, in turn, to prompt them to contact you. Through our Target Search program, we can help your website appear prominently on the major search engines, on the "showroom floor" of the internet rather than lost somewhere out there in the parking lot.

A recent survey suggested that most financial and tax advisors spend most of their time managing their business rather than building them. Give the hassles and headaches of managing your business to us! Our system automatically emails your compliance officer your content and allows for comments and edits to be made online.

Avoid task saturation! Streamline your schedule with BuildYourMarket.com’s real-time dashboard. Our dashboard allows you to assign, prioritize and track tasks online for yourself or your office mates with a few mouse clicks.

BuildYourMarket.com delivers answers at your fingertips! You get easy access to life expectancy and tax tables, up to 25 calculators, market trends, watch lists, financial news, and much more to help you differentiate yourself from the competition and solidify your unique value proposition. You can’t be an expert on everything, but you can have an expert’s answer a click away!

A lifelong commitment to learning is needed to thrive as a financial or tax advisor. So, BuildYourMarket.com has compiled the industry’s most comprehensive audio, video and written training materials to help you brand, market, sell and manage your practice for greater success. We offer some of the industry’s easiest to implement strategies for growing your business!

First impressions aren’t everything, they’re the only thing. Our Presentation Builder delivers informative, FINRA-reviewed “one pagers” to educate your clients and communicate your expertise, unique value proposition and brand. We have one of the industry’s most robust libraries of presentation materials to help you build your reputation!