Marketing Platform

Research shows advisors who communicate personally with their clients 12 or more times a year generate 68% higher revenue—and far more client loyalty. We have solutions. At Transcendent Advisor Networks, we have the business strengthening marketing and social media expertise to coach and train you on our turnkey marketing platform, Connect2Clients®.

Connect2Clients® is our award-winning marketing program that can help you nurture your clients, prospects and centers of influence by allowing you to regularly communicate with them with timely and relevant content. This turnkey, high-touch program consists of 3 elements:

  • Connect2Clients® Marketing Library with a robust library of over 3,000 marketing materials, much of which can be branded with your custom information and is ready to use with a click of a button.
  • Connect2Clients® Marketing Pro, which leverages the library collection of materials and allows you to automatically execute marketing campaigns targeted to your contacts and sent at a frequency you decide.
  • Connect2Clients®Social with access to pre-approved access to thought-leadership, implementation resources and training to help you effectively engage on LinkedIn, Facebook and Twitter and compliance monitoring and archiving tool. 

Marketing Tactics of Elite Advisors

C2C Marketing Flyer -Transcendent