In Practice June 29, 2015

Smarsh Offers Digital Marketing Tool for Advisers

Centered around a website, a marketing tool from Smarsh includes email marketing and social media.
Reported by

Smarsh, an archiving provider, has launched Advisor Launchpad, a digital marketing tool for financial advisers. Smarsh says advisers need the tool because many rely on outdated marketing practices to grow their business.

Adviser Launchpad is centered around a website; advisers can select from numerous templates or use a custom option. Smarsh also offers blog and targeted content. For those advisers who want original content, the company offers copywriting services.

Advisor Launchpad also provides email marketing content and ties everything into social media. The websites are compatible with mobile devices and make use of search engine optimization to build traffic.

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“We are excited to help financial advisers propel their business to new heights by leveraging the power of a world-class digital marketing solution,” says Jimmy Douglas, general manager of Advisor Launchpad.

More information about Advisor Launchpad is here.

 

In Practice June 29, 2015

Edward Jones, Transamerica Form Distribution Partnership

Edward Jones advisers will sell Transamerica retirement solutions.
Reported by

Transamerica has formed a partnership with Edward Jones whereby Transamerica’s retirement solutions will be sold by Edward Jones advisers.

Transamerica Retirement Solutions Corporation serves more than 3 million participants, and Edward Jones serves nearly 7 million clients and has nearly 14,000 financial advisers across the nation.

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“We are honored to be included as one of the retirement plan product offerings available to Edward Jones financial advisers and their clients,” says Jason Crane, executive vice president and managing director of retirement sales for Transamerica Retirement Solutions. “Through our partnership, we have found that our two organizations share a similar focus on helping more Americans save for their long-term goals. There is an Edward Jones financial adviser in nearly every community. We look forward to the opportunity to serve the corporate retirement plan market with a well-respected financial services organization like Edward Jones.”

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