Christine LucMarketing SpecialistJanuary 16, 2013

We Merge

Marketing tech

Engaging content

Compliance

Expert guidance

Ease of use

Who We AreSan Francisco, California

Leadership & backing

ChristineMarketing Specialist

CameronCo-Founder

Wade Dokken• Co-Founder,

WealthVest Marketing

• Fmr. CEO American Skandia

Lincoln Collins• Co-Founder,

WealthVest Marketing

• Fmr. CEO The Hartford Europe

• Fmr. COO American Skandia

What are we covering today?

• How to import contacts and segment contacts into groups• How to set up an email newsletter• How to create a new newsletter template• Email marketing best practices and cross-promotional tips• Your questions!

• Import contacts via .CSV or VCard!• Create groups from your contacts

For more details on how to export contacts from your email client:How to Import Contacts Into AdvisorDeck

Name = name of email newsletter. This will not be visible to readers.

Import blog posts or recently created content pages!

Success tips:- Include one main call-to-action

- Do not email your readers for no reason. - Provide a specific opportunity for readers to engage with

you.- Don’t put in a lot of pictures

- If your newsletter takes too long to load, readers may just close it without reading

- Use colors that are easy to read- If you find yourself squinting to read your newsletter on a

screen, change the colors so that you are no longer squinting.- Only email people that opted into getting emails from

you- Schedule your emails at a time when people are likely

to read

Opportunities to offer readers:Stumped on picking a call-to-action?

- Examples:- Promote a seminar or other event you’re hosting- Encourage appointments for a regular financial update- Tell your readers about an upcoming TV or radio segment- Inform them of your most recent blog posts- Let them know you’ve published a useful financial

calculator or other helpful resource on your website

Integrate with other marketing:

- Leverage blog content using automatic content features

- Use in conjunction with social media updates- Encourage social followers to connect via

Facebook and contacts forms to get your timely updates

QUESTIONS

Getting Started• Go to advisordeck.com and create a new account• Follow the guided setup process• Support and best practices• Questions? support@advisordeck.com