Integrated Marketing Support

We understand that consumers today have many choices – and many more resources to research those choices. With this said, we know how important it is to create and maintain trust, provide a differentiator, and be dependable and responsive to clients and their needs. We strive to be a culture that provides a story to connect to, a mission to follow, and a meaningful solution for clients.

We have a deep understanding of the impact of accurate target marketing, and we work closely with our advisors to understand their clientele. Through this understanding we are able to develop tailored marketing strategies that are efficient and targeted.

In order to fill the need for marketing support, Trek has developed their in-house marketing services to include everything from digital and print solutions, to marketing education, event support and more.

In addition, our marketing team spends countless hours growing our resource library and researching additional marketing solutions to support our advisors.

Marketing Resources

Our powerful, automated digital marketing platform not only streamlines your online marketing, it requires virtually no effort on your part. With this amazing, integrated tool, you can help enhance and develop your client/prospect relationships through credible and engaging content.

Our marketing team spends countless hours growing our marketing resource library found on the Trek intranet. This marketing library is stocked with digital and print solutions focused in all areas of financial planning and wealth management.

Within this library you will have access to hundreds of pieces of relevant, compliance approved materials.

Our email marketing support gives you the ability to build campaigns directly with our marketing team, who will manage your email marketing efforts from start to finish.

As a social media presence becomes more important for both individual professionals and their businesses, establishing an online presence is vital.

Maintaining a consistent distribution calendar is the best way to boost social media presence however, we understand that for many advisors, managing this social media calendar can be next to impossible because it requires time dedicated to research, compliance approval, and scheduling.

We provide a turn-key solutions for advisor-managed social media.

We want to help you keep your clients informed because it is important to know what is going on in the world today. Trek Insights provides readers with thought pieces on many financial topics including financial planning, business, insurance, retirement and more.

We work endlessly to create relevant custom content for our advisors to use as a promotional and educational marketing tool. 

This lead generation tool provides you with an individualized website integrated with your own financial planning tool, our chosen asset management tool and an insurance quote generator. We consider this a modern alternative to the robo-driven platforms that are available because it combines three aspects of holistic planning – financial planning, asset management, and insurance sales.

In order to help our advisors develop their knowledge and understanding of critical aspects of marketing and branding, we provide educational content and host internal webcasts – exclusive to our advisors and their staff.

We cover a variety of topics in the branding and marketing space including Marketing Trends, Successful Target Marketing, Client Experience, and more.

In order to help our advisors boost their client offering, we provide client-facing webinars featuring guest hosts from various partners of Trek.

Our exclusive webinars cover a wide array of financial planning topics, including everything from our bi-annual economic update, to Retirement Insights and Business Legacy Planning.

These webinars give you the opportunity to target niche markets and provide an interactive event for clients to attend.