IA Shift – Improving Advisor Practices

OUR SERVICES

Client communications, brochures, investment blogs and presentations.

Social media marketing campaigns and content development.

Email solutions for client updates and marketing.

Virtual presentations and meeting support.

We develop creative digital solutions for advisors,
to reinforce client relationships and build new ones.

Advisors looking to better connect with clients and prospects and innovate to differentiate themselves from the competition.

Creating content and leveraging technology to help advisors deliver value to clients.

Some select images of our social media content.

74 %

% of Advisors who use Social Media who Obtained a Lead or Onboarded a New Client

40 %

% of Advisors Aged 36-54 Using Video for Prospecting

90 %

% of Advisors who say Social Media plays a Key Role in Marketing Efforts

80 %

% of Internet Users Who Use Facebook

Facebook has over 2.7 billion active users a month. Are you leveraging this audience for your practice?

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Call to speak about any project to help your business move forward. Prices are dependent on the scope of the work.

647-865-2482