Looking for an easy to use tool that streamlines your website, social media and marketing functions?

Introducing a new program designed specifically for Canadian advisors that will change the way you communicate with your clients:

Who We Are

The FSB team has a combined 100 years+ experience marketing and selling financial services products. We use that experience and proven insights to work with financial advisors and financial services companies to enhance their sales results through digital and content marketing strategies.

Our Services

What Content Marketing Can Do For You

Improve Sales Results
Having a content marketing strategy will improve your sales results! It has been proven that consistent and thoughtful activity creates a lift in sales.  Inconsistent strategies lead to inconsistent results.  Content Marketing is a phenomenal opportunity for advisors to market widely in a cost effective way.
Strengthens Client Relationships
It’s all about relationships!  By regularly connecting with your clients in a meaningful way you will foster a relationship of trust.  Your clients will count on you to bring them ideas and strategies to help them meet their financial goals.  As well, they will know who to call when their needs change!
Starts the Sales Conversation
You can use Content Marketing to connect with hard to reach prospects and clients.  The content is designed to help them recognize a need they did not know they had.  Imagine your clients phoning you to begin the sales conversation.
Positions You as an Expert
By sharing relevant content on a consistent basis your clients will appreciate the value of the advice they receive from you. It will also give them a deeper understanding of the full extent of the services you provide.
Builds Credibility with Centres of Influence
Sharing content with your centres of influence will demonstrate your expertise in all areas of financial planning. Content Marketing is a powerful tool that enables you to showcase the breadth of your experience, enhancing your credibility with key centres of influence.
Generates Referrals
Do you dread asking for referrals? Well, you are not alone. Content Marketing is a great way for your clients and centres of influence to introduce you to their family, colleagues and associates. It is easy (and encouraged) to use the share buttons at the bottom of each article. Don’t stop there. Ask your clients if anyone they know would benefit from the information you send them. It’s a gentle way to ask for referrals!
Integrates With Your LinkedIn Strategy
Getting the most out of LinkedIn requires sharing information – our content makes that easy. Having a steady stream of content to share on LinkedIn is key. The dynamic combination of Content Marketing and LinkedIn could be just what you’ve been waiting for to take your business to the next level.
Improves Client Financial Literacy
As a financial advisor, you play a key role in supporting your clients’ financial literacy. When clients understand the available solutions they are in a better position to make decisions to move forward.

FSB Powered by AdvisorStream – Content You Could be Sending to Your Clients

Contact Us

Roneen Shaffer:
604-816-8556
roneen@fsbcontentmarketing.com