Commonwealth Unveils Adviser Marketing Engine

<p> </p><p>Commonwealth Financial Network introduces Four-Corner Marketing, an online tool to provide advisers with access to preapproved materials to strengthen client relationships and market to prospects. </p><br /> <p> </p>
Reported by Jill Cornfield

Kathy Lafreniere, Commonwealth’s managing principal of communications, described the Four-Corner engine as a resource that gives advisers access to everything necessary to create brand-building marketing programs. “Whether jumpstarting their efforts in a particular niche or enhancing an existing program, advisers benefit from a dynamic online experience that makes it easy to find what they’re looking for, as well as to share feedback and learn what their peers have found useful through the site’s social networking features,” Lafreniere said.

Four-Corner Marketing allows Commonwealth advisers and their staff to:

  • Browse more than 1,000 client-approved ads, brochures, press releases, social media status updates, and other marketing materials;
  • Filter searches by audience, topic and type;
  • Access themed bundles of material for specific tasks, such as annual reviews, welcoming new clients, and referral requests—with just a few clicks; and
  • Tag documents as favorites, “like” them, and browse “Most Liked” and “Most Downloaded” sections to learn what their colleagues are using.
For more information, visit www.commonwealth.com.
Tags
Marketing, Plan Admin, Practice management, Selling,
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