Success Stories

Marguerita Cheng: How AdvisorStream delivers real return on engagement

Sept. 23, 2019

In my business communicating and engaging clients is of utmost importance. In the past, I tried other marketing platforms to communicate and increase engagement but not only was it difficult to use and my clients were not interacting with the content.

Rob Eby: How AdvisorStream Saved Me Hours Of Busy Work

July 2, 2019

I was looking to focus more time on advising clients while providing a robust communications plan, however creating effective and consistent communications was very challenging. Finding relevant and compliant content and the time and effort placed into marketing was a strenuous process taking away from phone calls and face-to-face meetings.

Gleb Troubetskoi: How AdvisorStream Encourages Prospects To Reach Out

July 2, 2019

I was spending a lot of time writing my own content and sharing only a couple of posts per week on LinkedIn. With an inconsistent communication strategy that was time-consuming, I was seeing very little return for my effort and losing valuable time that would have been better spent serving my clients.

Roy Snarr: How AdvisorStream Consistently Communicates To My Clients

July 2, 2019

As a Life Insurance and Annuity Certified Professional, I make it my priority to deliver beyond my client’s expectations by helping them to strategize and build the best solutions to meet their needs. It is this dedication and passion for helping clients that have led to the honour and opportunity to become part of the Million Dollar Round Table (MDRT).

Scott Eckart: How AdvisorStream Elevated His Digital Brand

July 2, 2019

My challenge was finding an effective communication solution for clients that would enhance my brand. At the same time, I needed quality content that was compliant. My past newsletters were time-consuming to coordinate and very plain and simplistic. Because of the limited content provided to all advisors at the firm, it did little to differentiate my brand.

Raymond Henri: How AdvisorStream Is A Key Retention Tool

May 1, 2019

Staying in touch with clients and prospects on a consistent basis is extremely important for an advisor’s business and is a critical retention tool. However, I was challenged to find time in my busy work schedule to create these vital touch-points.

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