Marketing

The Fusion Marketing Program is design to help advisors own their market with comprehensive strategies, unique branding, and hands-on implementation.

 

How It Works

Step One: Develop Name Recognition

Step Two: Become Recognized as the Local Expert

Step Three: Give People the Opportunity to Verify

Service

Portal

  • Complete Online Resource

    • ​Forms, Fusion platform, market commentary, marketing documents, portfolio info, letters, presentations

  • Knowledge Base 

    • ​Education, training, instructions for operatoins, processing, & support

  • Tracking

    • Track the real-time of business submissions

    • Email alerts

    • History of submissions & requests
 

Advisor Websites

Stop simply existing with your online presence and start engaging. Use a proven website designs customized to display your unique value.

 

Customizable Templates

  • Proven Designs and Layouts

  • Pre-developed, compliance approved content 

  • Add/Remove dozens of different pages

  • Built in lead generation opt-in forms

  • Customizable brand design and imagery

Starting at just $297, our advisor websites provide the value of a full blown custom site, with the price and ease that advisors want. 

Platform Support

  • Advanced requests can be made directly through the editor to the Fusion Website team

  • Updates to templates, features and software will be released periodically, and can be automatically applied to update your site

  • Responsive site design allows for your website to look great on any device

  • Harness the ability to integrate outside pages, like client portal logins, and other unique features. 

 
 
  • Provide clients Asset Allocation, Portfolio and Investment Analysis, Proposal Generation, Hypothetical Illustrations

  • Generate fact sheets on their portfolio, proposed portfolio, and individual holdings

  • Generate Portfolio & Investment Analytics including:

    • Hypothetical vs. Actual Performance

    • Risk vs. Return

    • MPT statistics such as Alpha, Beta, R2, Sharpe Ratio, Up and Down Market Capture, Information Ratio and more. 

Proposal Generation Software
Easy Editing
  • If you can edit a word document, you can edit your website. 

  • User friendly wizard makes graphics and page changes as easy as a single click.

  • Update company information in one place, and watch it coordinate with all the pages on your site

  • Add and remove pages, offers, images, or downloads easily and as often as you'd like. 

 

Interested in taking ownership of an online presence you can be proud of? It's quick, and easy, and starts with this form!