Invite clients and
prospects to experience
AdviceWorks.

Here are some tools to help facilitate and encourage enrollment.

art work

  • Emails

    Series of emails designed to enable you to promote AdviceWorks to either individuals or groups of clients/prospects.

    These client approved emails can either be downloaded below and sent through your registered email or you can access them on Marketing Central by searching for the keyword AdviceWorks or visit the Cetera Tools & Technology Collection from the homepage. Note, if you send through your email, you must send a copy to Ad Review in the final format.

    Introduction to AdviceWorks

    Download

    Getting Started with AdviceWorks Resources

    Download

    eDelivery: Clients Enrolled in AdviceWorks

    Download

    eDelivery: Clients Not Enrolled in AdviceWorks

    Download

    eDelivery: General for Clients Regardless of Enrollment Status

    Download

  • Landing Page

    Send clients and prospects to www.adviceworks.net to show them what AdviceWorks is and what it can do for them.

    Explore

  • Handouts

    Promote the main features and benefits of AdviceWorks with clients and prospects. Please use your approved email signature if sending electronically or attach your business card before delivering it in person.

    Overview Flyer

    Download

    Overview Brochure (Available on Print on Demand)

    Download

    Getting Started Brochure (Available on Print on Demand)

    Download

    Security Flyer

    Download

    Linked Accounts

    Download

    Want them printed? Visit Print on Demand if you would like to order these materials.



  • Email Signature

    Promote AdviceWorks

    Promote AdviceWorks by adding an image to your email signature that links to www.adviceworks.net. For instructions on how to add an email footer with hyperlink, view Email Footers. Email Footers.

    Stay in Sync with your Full Financial Picture

    Download

    A New Way to Connect

    Download

    Stay More in Sync with Your Money

    Download

  • AdviceWorks Overview

    Leverage the client approved video that highlights the benefits and collaboration opportunities available within the client portal of AdviceWorks.

    Link: https://bcove.video/2G5tvwa

    Embed Code:

    Standard
    <iframe src="https://players.brightcove.net/4144709335001/default_default/index.html?videoId=6042833490001" allowfullscreen="" allow="encrypted-media" width="960" height="540"></iframe>
    Advanced
    <video-js data-account="4144709335001" data-player="default" data-embed="default" controls="" data-video-id="6042833490001" data-playlist-id="" data-application-id="" width="960" height="540"></video-js> <script src="https://players.brightcove.net/4144709335001/default_default/index.min.js"></script>


  • Promote AdviceWorks on Your FMG Website

    Leverage a pre-approved client page to provide access and promote AdviceWorks on your FMG Website. You can select whether to have as part of your main navigation, drop down or a button somewhere within your site.

    Step-By-Step Guide

  • Access AdviceWorks on Your Smartphone and Tablet

    Clients (and Advisors) can create a shortcut on the homepage of their SmartPhone. The site is mobile friendly and works on all devices and screen types.

    See Instructions

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