Partnership Aims to Teach Advisors New Marketing Tricks

When it comes to teaching financial advisors new skills, two instructors may be better than one. At least that’s what AdviceIQ and Advisors Ahead want planners to believe as the two companies announced a strategic partnership to help teach advisors new ways to reach clients.

The firms say the partnership aims to help planners become proficient in new media and social networking. The two companies say they plan to combine Advisors Ahead’s teaching focus with AdviceIQ's consumer outreach capabilities, helping planners use digital tools to reach a wider audience of clients and prospects.

AdviceIQ is an online hub that attempts to help 50 million non-advised U.S. households find a local advisor, according to the company’s website. Consumers can view online advisor profiles and use geo-targeted advisor rankings to pick an advisor.

Advisors Ahead has geared its efforts toward educating financial planners, offering specialized content designed to enhance interpersonal skills and relationship dynamics.

“These days, investors are much more likely to screen advisors through search engines, social networks, and other new media,” Nicholas Stuller, AdviceIQ president, said in a statement. “In order to keep up with consumer trends, young advisors must be particularly adept at navigating these digital landscapes and developing a personal brand online.”

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