More than 1,400 registered investment advisors holding accounts with Shareholders Service Group will soon have discounted access to Vestorly’s digital marketing software suite.
The partnership, which SSG and Vestorly are expected to officially announce Thursday, will provide RIAs with new tools for their website, email and social media marketing strategies as well as tips on how best to use them.
Vestorly gives the advisors a platform to automatically curate relevant content from the web and use it across their sites and through email, social media and newsletters.
Advisors benefit from being seen as a reliable source for the material and can deepen engagement with current clients and pick up leads from prospects when the content is shared.
Justin Wisz, CEO of Vestorly, said in a statement that Vestorly saves advisors more than six hours per week and $40,000 annually compared to hiring a consultant or marketing professional.
“Effectively growing their businesses is a top concern for RIAs,” said Dan Skiles, president of SSG. “However, as small business owners, advisors often don’t have the time, specific expertise or resources to execute consistently on a marketing strategy.” Vestorly claims it brings in website visitors seven times more than traditional contact forms and triples email newsletter click-through rates with mobile-ready and image-oriented third-party content.
Vestorly announced a similar partnership with Orion last week at the T3 Conference in Dallas.