First Allied Securities

Branding, marketing, and differentiating your business have never been more important. We believe there is a high level of correlation between top-producing advisors and the ability to clearly articulate a unique value proposition. We believe we have the in-house expertise to help you create your unique value proposition and more. Not only will you get your own advertising agency, in the form of our trademarked Advisor Marketing System, but also access to a team of marketing professionals.

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  Advisor Marketing System

  One of our latest innovations is the development of the Advisor Marketing System™. This advanced, web-based application, developed specifically for our firm, allows you to customize and deploy professionally designed marketing communications to your clients and prospects. All communications and materials are designed by a national ad agency with experience in the financial services industry and consumer marketing.

  The easy-to-use web site includes a client prospecting tool that allows you to keep your marketing database current; provides weekly market updates for consistent client communications; and offers product and services marketing materials. These materials include brochures, print ads, direct mailers, digital seminars, radio and TV ads, and slide presentations along with customizable Website templates. Everything in this marketing site is automatically branded with your logo and business information.

  As an independent business owner, you’ll have access to the creativity and expertise of a professional ad agency, without paying ad agency fees. With the Advisor Marketing System you are just a few clicks away from a comprehensive and systematic means of branding and marketing your independent business.

  [Click here to view a demo of First Allied’s Advisor Marketing System]

• Turn-key Lead Generation and Client Acquisition

  Years of experience and fine-tuning the art of creating seminars and presentations has resulted in the development of a comprehensive system for generating leads. Counting on in-house expertise in lead generation, First Allied has developed prospecting tools that are designed to put you in front of qualified leads. From seminar programs to direct mail, referral tools and event templates, our advisors not only have access to the system, but also to its developers who will work with you one-on-one to implement the program.

• National Visibility

  

  Our advisors benefit from the frequent appearances of several leaders within our family of companies on national TV news programs and in national publications. CNBC, The Wall Street Journal, and numerous trade publications in the financial services industry, among other media outlets, turn to our team for expert opinions on the condition of the market and of the industry in general.

  Not only do our advisors have the opportunity to count on the participation of these key executives in important client meetings, but they also can leverage their national exposure to generate awareness of the advisors’ practices in their local markets. Few independent broker/dealers are represented on the national stage.

  We believe there’s only one way an independent advisor can attain access to professionals with this depth of expertise—through affiliation with First Allied.