Digital Advisor

A turnkey solution to effectively market
your products and services in
the digital world.

The Digital Advisor Platform includes:


Having a strong online presence is crucial to your overall marketing success and company brand.

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Marketing Tool

Effective automatic marketing
campaigns can help your
lead nurturing.

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Name Placement

Raise your visibility and have clients and prospects find your name in the major search engines.

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Business Listings

Optimize your local search ranking and drive more prospects to your website.

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Facts & Testimonials

A few months later I received an e-mail that originated from my website. The prospect had lost my contact info, and the only way he had to contact me was by doing a search for my name in Google. He has rolled over north of $750,000 since then, and has become a very valuable client. A relationship that would never had been if it were not for my website and name placement.

– Travis M.
Alpharetta, GA

Thanks to Emerald Connect for doing such a great job on our website... A $1.6m account came to me as a result of a search for an advisor close to his town. I didn't know him, and he didn't know me. I got an email (via the website), we set up an appointment, and the account was transferred within the week.

– Irene K.
Melville, NY

I do love the product. I have gotten good feedback from clients. I think it sets me apart and is a wonderful means for people to stay connected. Shortly after I started I received a phone call from a total stranger. He said he’d seen my site and was impressed that I had such tenure. Subsequently, after meeting and discussing his needs he transferred his accounts to me totaling $1M. We continue to have a great relationship. It’s all as a result of my platform.

– Ann H.
Minneapolis, MN

58% of clients would leave if an advisor did not call them back quickly enough.

– Spectrem Group, 2013

The top client acquisition strategies by financial advisors in 2013:

• 76% actively ask clients for referrals

• 54% receive unsolicited referrals from clients

• 43% through networking

– Business Wire, June 2013

Advisor Website

Having a strong online presence is crucial to your overall marketing success and company brand.
Features Services Benefits Compliance

Build Your Brand

With over 2.2 billion people online, the Internet has revolutionized how we share and find information. The online world is moving at a rapid pace and a web presence has become a fundamental part of a successful business.

What You Should Know

97% of consumers use the Internet to search for products and services within their local area.
– BIA and Kelsey Group, 2012

Email Marketing Tool

Features Services Benefits Compliance

Stay Connected

AutoMark eliminates the time-consuming task of keeping track of your clients' life cues or events that might trigger a need for your services, such as birthdays, anniversaries, a new baby, or a child going off to college.

What You Should Know

With AutoMark, you can put your clients on an automatic track that will send a communication each month. Or, you can select which pieces to send your clients and when they should arrive. There are more than 200 pieces of FINRA-reviewed content available at the click of your mouse!

Sponsored Name Placement

Features Services Benefits Compliance

Get Referred

Having a strong online presence is crucial to your overall marketing success. However, if potential clients aren’t able to easily find your website, they can't learn about your practice.

What You Should Know

With Emerald Connect’s Sponsored Name Placement, anyone who types your first and last name (or practice name) into Google, Yahoo!, and Bing will see your website address appear in the sponsored ads area. It’s highly visible, easy to use, and eliminates the need to remember lengthy website addresses.

Local Business Listings

Features Services Benefits Compliance

Be Found

Competing for clients in your local market area, you may still think an ad in the yellow pages or local newspaper will be enough to attract new customers. But these days, it is absolutely essential to be found online.

What You Should Know

Most potential clients will look online before they look anywhere else, but having a website is not enough. You will also need to market your website in such a way that lets customers find your business first.


  • Only $129.99/mo.


    No Setup Fees

    12-month commitment required


    Existing Website clients can upgrade to the Digital Advisor Platform and pay the difference. Call for details.

Get Started Today!


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