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The Fusion Marketing Program

Our tiered and tactical based marketing programs are designed to position you as the expert in the eyes of your local prospects. Your job is to choose your involvement on a scale from "finger on the marketing pulse" to "total cruise control". Our job is to do the rest. 

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The Program Road Map

The prospects in your market have dozens, maybe even hundreds of options when choosing a financial advisor.  How do they know to choose you?  What about you stands out?  How are you showcasing your expertise and value. 

Marketing matters, in the eyes of your prospects, and the success of your firm.  Our marketing programs are designed to deliver on both. 

Learn more about the advisor experience on the Fusion Marketing Program and specific deliverable examples by clicking the road map to the left.

Advisor Websites

Now that we’ve all acknowledged the need for a website, it’s time to acknowledge the different between simply having a website, and having an effective one. Your website is very often the first way that prospects meet you, and it’s even more often the way that they decided whether they want to work with you or not.

Learn more about our advisor website program and take ownership of your online presence. 

Check out our branding process...

Defining Your Brand

Our marketing program is designed to identify, define, and communicate your value in a way your prospects will understand and, most importantly, respond to. 

The Fusion Marketing Team has decades of experience in building unique brand messaging and campaigns, and has designed a process and marketing engine to help you take advantage of it.

Ready to Get Started? Click below to access the Marketing Program Order Form with Pricing and Outlined Deliverables.


For Institutions

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Investment advisory services are offered through Coppell Advisory Solutions, LLC dba Fusion Capital Management, an SEC registered investment advisor. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration is not an endorsement of the firm by the commission and does not mean that the advisor has attained a specific level of skill or ability.

All investment strategies have the potential for profit or loss. Changes in investment strategies, economic conditions, contributions or withdrawals may significantly alter a portfolio’s performance. There is no guarantee that any specific investment or strategy will be suitable or profitable for a particular client. Past performance is no guarantee of future success. We cannot guarantee that a portfolio will match or outperform any particular benchmark. None of the content should be viewed as an offer to buy or sell, or as a solicitation of an offer to buy or sell the securities discussed.

This website is a publication of Fusion Capital Management, LLC (Fusion). Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the author as of the date of publication and are subject to change.​

Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. A professional adviser should be consulted before implementing any of the options presented. Hyperlinks are provided as a convenience, and we disclaim any responsibility for information, services, or products found on websites linked hereto.

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