Increase your brand visibility with PlanMember

Your independent brand + PlanMember = effective co-branding

PlanMember financial professionals enjoy a marketing synergy that elevates their individual brand presence in their local market area. PlanMember’s co-branding marketing strategies are designed to:

  • Generate new leads
  • Deliver access to new revenue
  • Increase referrals
  • Strengthen client loyalty
  • Improve retention
  • Increase the bottom line

Compliance-reviewed and approved marketing puts your brand in front of clients and prospects and reduces your costs and workload. With approved letters, brochures, flyers, and seminar materials, PlanMember supports the business with turnkey, co-branded programs.

Customized, co-branded websites for clients and prospects deliver everything these groups want and need online. With personalized information about your practice, programs and investment information, retirement planning tools and calculators, and more, clients and prospects have many reasons to visit the sites often. And with secure account access available from every website, clients can check their accounts and track their savings progress at any time.

The PlanMember Marketing Store is an online resource where financial professionals order marketing collateral and compliance-approved communication. Advisors can distribute materials or PlanMember’s fulfillment team will, by uploading their own client or prospect database. It’s fast and easy.

To find out more about how PlanMember’s co-branded marketing solutions can help increase revenue and build brand loyalty for Financial Center advisors, contact our recruiting team today.