Marketing Tools

Contacting the right people, at the right time, for the right reason = sales. Marketing tools help you easily enroll EVERY client and prospect in a campaign and track who gets what and when they get it. No more spray and pray! 

Understanding marketing is like trying to understand art: some pieces really appeal to some people while doing nothing at all for others. 

It doesn’t matter if it’s email, cold calls, typed letters, or social media – knowing how to identify and target the right demographic is key. 

Marketing tools are going to offer a whole suite of reporting options that primary tools like CRM, Standard Email and Research tools do not. 

Taking those metrics and comparing them to data in your CRM is going to give you insight on what kind of marketing reaches your prospects and clients. 

“Numbers do not lie. Politics and poetry, promises, these are lies. Numbers are as close as we get to the handwriting of God.” 

Review the list of tools below to find the marketing tool(s) that might suit you best: 


Advisor Websites  


Constant Contact  



FA Client Machine

FMeX (Financial Media Exchange)

FMG Suite


Lead Pilot



Real Wealth Marketing



Snappy Kraken

Twenty Over Ten

Was this article helpful?
1 out of 1 found this helpful
Have more questions? Submit a request


Powered by Zendesk