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Futuro Forum | Bowral 2012 Sam Aylett – Futuro Marketing Services.

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Presentation on theme: "Futuro Forum | Bowral 2012 Sam Aylett – Futuro Marketing Services."— Presentation transcript:

1 Futuro Forum | Bowral 2012 Sam Aylett – Futuro Marketing Services

2 Futuro marketing services Sam Aylett Head of Marketing and Business Programs

3 Marketing service and support Access to Charter’s marketing portal through adviserweb Collateral creator ability to customise marketing collateral with your brand Base practice collateral (x 4) Financial strategies collateral (x 8) Stage of life collateral (x 3) system functionality is incredibly easy preferred output selected by practice – print, print ready pdf, e-book Client videos View > Header and Footer to update TaglinePage 3 |

4 Futuro access to Advant Who is Advant? Advant is the leading provider of marketing client communication solutions to Australian Financial advisers and dealer groups.  Practice marketing material x 4 brochures  Financial strategies x 8 flyers  Stage of life brochures x 3 DL size flyers View > Header and Footer to update TaglinePage 4 |

5 How to build Access via adviserweb FAN Marketing ServicesPage 5 | Business Step 1: Access via adviserweb Adviserweb > Register for Advant online

6 Complete the registration form View > Header and Footer to update TaglinePage 6 | Step 2: Complete all the details so that your practice can be set up for Advant Advant will then create an account with all practice details and the practice the login details Ready to login:

7 View > Header and Footer to update TaglinePage 7 |

8 Marketing FAN Marketing ServicesPage 8 | Business Marketing collateral Client brochures on automated system Customisation for your business A series of fact sheets which provide a high-level summary of key financial strategies, e.g. transition to retirement, income in retirement, estate planning, superannuation

9 Thanks


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