Communication That Drives Your Value
about. k Content, Communication, Leads AdvisorStream is a unique platform that allows advisors to leverage the world s best content to create compelling communications that will deepen client relationships and help form new prospect relationships. Each piece of AdvisorStream content is embedded with sharing and auto-generated lead technology. Our proprietary Dossiya technology gives advisors an up-to-date snapshot of their prospects interests and needs so they can quickly be converted from prospects to clients. 2
key concepts. 01. Compelling Content Content from the world s top sources Fully licensed content from: The New York Times The Globe and Mail The Washington Post Reuters CNN Money - and other leading publications Content Mix is reviewed and updated includes these and other leading publishers Content selected by industry experts and real time data metrics 02. Flexible Communications Reach clients where and when they want Content library makes it easy for you to create newsletters, email, web posts, and social media Reporting gives insight into recipient behavior, so that you can refine communication strategies 03. Revenue Generation Prospecting built into every content piece Articles and videos can be shared by clients New readers invited to opt-in to viewed shared content, and given option to receive on-going free premium subscription content Dossiers are generated on each new prospect showing aggregated public information: common connections, interests and life events, interests, life events 3
how it works. Use premium content to create relevant communication and generate new prospects. Communicate Leads AdvisorStream gives you a library of content from the world s best publishers Create custom newsletters, emails, and web posts Send clients information they want, when they need it, and through the channels they use Clients more likely to share premium content with their network Engage Curated, credible content builds trust and keeps you top of mind with clients. When they share your content warm leads are generated. Deepen relationships though your client communications When clients share content recipients will opt-in, by providing their name and email address, on a one time basis. These leads are added to your leads dashboard. Generate exclusive Dossiya on prospects: interests and common connections, career, and life milestones Sales Engaged clients result in increased wallet share and as your leads and prospects grow, so will your client base. Monitor leads to identify qualified prospects Demonstrate your value as a source of relevant insights Engaged clients make more referrals Communications help move leads through your prospect pipeline
prospecting. Dossiya Report A real time summary of your clients or prospects interests, career, demographic stats, and social media connections. See how you are connected, and how you can best serve client and prospect needs at a glance. 5
benefits. AdvisorStream saves time and money and allows advisors to demonstrate their value through thought leadership more credible more relevant more flexible Publisher & Firm Content AdvisorStream gives you access to the world s top credible sources, filtered by industry professionals. Combining firm messaging with the most reliable sources of commentary in client communication will differentiate you from the competition and position you as a source of thoughtful insights. Curated & Filtered Everyone is bombarded by information today while quality news access is growing limited and expensive. Demonstrate your value on a consistent basis by delivering valued relevant subscription content to clients and prospects. By curating content you show you understand your clients, deepen engagement resulting in larger wallet share, referrals, and new clients. Streamlined & Branded On one platform, with one login, you can create emails, newsletters, web updates, and social media posts. AdvisorStream gives you the ability to include custom firm content in newsletters, next to the most credible publishers in the industry. 6
benefits. AdvisorStream allows advisors generate leads by leveraging their communications strategy more targeted more intelligent more prospects Content & Channels AdvisorStream s content library contains suggested email and newsletter content that will help you better appeal to target client and prospect segments; such as retirees, small business owners, professionals. You can also appeal to clients and prospects by identifying their personal interests and content preferences using our exclusive Dossiya system. Content can be delivered via email, newsletter, or web post Insight & Reporting Reporting gives you insight into open rates, and what content is most read and shared by recipients. Our exclusive Dossiya system provides information on clients and new prospects that you can use to better understand their interests, priorities, and needs. Leads & Sales AdvisorStream enables you to send clients content they want to read and will want to share, so your prospect base grows. The QuickSend email function gives you a low pressure, engaging way to connect with prospects without the hard sell. 7
interfaces. Dashboard Displays all communication and leads generated Run Dossiya reports on clients and leads Manage lists, view new articles added to library 8
interfaces. Easy To Use Advisor Access With one login, you can: Create QuickSend emails. Build custom newsletters that combine firm content with prestige articles and videos. Post website content, and even create social media posts for Facebook, Twitter, or LinkedIn profiles. See curated selections of articles/videos. Doesn t require strong knowledge of technology. 9
interfaces. Quality Client Experience (Advisor Branded) All content from an email, newsletter, or website is displayed on a secure page, with advisor and firm branding. Recipients not distracted by competitor advertising and links as they would be on a traditional news website. They won't be sidelined by paywalls. Relevant and engaging content increases the likelihood clients will share your communication with their network. AdvisorStream makes it easy for recipients to forward individual content pieces within their networks. 10
interfaces. Results Driven When your clients share content, recipients are asked to register with the you once, to allow on going access to subscription content. Triggers referrals and builds prospect pipeline. Provides detailed real time dossier on leads. Provides reporting on who opened each piece of content. 11
interfaces. Prospecting Engine Leads are added to the advisor s secure network. AdvisorStream gives advisors access to an exclusive dossier on all prospects. Dossiers can be run on existing clients or leads identified off-line. 12
the team. Entrepreneurial and financial industry veterans Kevin Mulhern Founder, President AdvisorStream (15 years financial industry experience) Head of project management for Richardson Partners start-up 2003, named partner in 2005 Led team that designed Canada s leading email marketing system clients - Air Canada, TD Bank In 2007, led a start up in Japan, focused on the online learning space Chris Carder Co-Founder, Kinetic Café (20 years technology industry experience) ThinData Founder, leading email marketing system sold to Transcontinental Media in 2002 Co-founder of Kinetic Café, a leading business incubator and accelerator Entrepreneur of the year 2011 Canadian Association of Business Incubation Kinetic Café Strategic Investment Partner (Experienced team of strategy, design, and technology experts) Chris Carder - CABI Entrepreneur of the Year: 2011 Derek Szeto founder Red Flag Deals and Dossiya David Dougherty VP Strategic Innovation, Trapeze; created campaigns for RIM, Microsoft, WIND, VW, and Mitsubishi 13
connect. AdvisorStream Communication That Drives Your Value o office. ADDRESS : 1 Yonge Street, 9 th Floor Toronto, ON M5E 1E5 PHONE : 647.230.4614 EMAIL : Kevin.mulhern@advisorstream.com t F web. W www.advisorstream.com L @AdvisorStream Facebook.com/advisorstream Lindked.in/kevinmulhern 14