Securities America provides you with access to a wide variety of personal marketing tools ranging from brochures and postcards to flyers and greeting cards, all at affordable costs! Additional "no-cost" items include articles, letter templates, phone scripts, ads and more. These materials can be customized with our business information, while some are uniquely created specifically for you! You'll have access to libraries of materials already created (and always being expanded) specifically for representatives working in special environments like branch managers, financial institution-based advisors, wealth managers and more! We also provide discounted relationships with a wide variety of outside vendors that provide tools like packaged seminars, electronic newsletters and consumer articles, to name but a few. New materials are added regularly to give you en ever-expanding variety of marketing choices.

Materials for marketing to clients and prospective clients

Our experienced and professional marketing team has created effective materials for you to grow your practice, both through client acquisition and branch expansion. We’ll work with you to customize the materials with your personal information, and facilitate the compliance review process. From advertising to fully customized brochures to seminar presentations, we have what you need.

The majority of Securities America's marketing staff are industry licensed and have decades of marketing, advertising and printing experience. This, along with tenure in the financial services industry, helps Securities America provide you with marketing support and consultation that is particularly focused and effective. Marketing and Compliance work closely to ensure you receive effective materials that fully meet your marketing needs and adhere to industry and industry and broker/dealer regulations.

Of course you want more clients -- and you want more business from your current client base. Put our proven marketing tools to work for you -- without spending a lot of time or money.

Personal Brochures -- Choose from a large variety of design templates. We’ll help you implement your fully-customized content, or choose from multiple "semi-custom" designs where the story is already written for you and we just add your personalization. These brochures are eye-catching and affordable.

Free Monthly Client Letters & Ghost-Written Articles -- You have access to a large library of letters and articles at no charge! Just download from the website and customize with your business information. A wide variety of topics are available, from "advantages of working with an independent rep" to "volatile markets" to "investment strategies".

Newspaper ads -- Use these ads in conjunction with our other materials to get you added attention. You can download them free of charge and have your local newspaper customize them for you. Or, we’ll customize them and e-mail them to you.

Brochures and Flyers -- Whether you use them in a mailing or hand them out at a business meeting, these materials are an excellent way to tout all your products or services. Choose from a wide variety of topics and themes.

"Ordered Online" postcards -- Catch the eye of your clients and prospects with these durable, effective postcards. Using your online account you order cards with just a few clicks of the mouse. Simply upload your mailing list, select a design, implement your message, and mail! (due to message and style flexibility, your postcard must be approved by compliance prior to mailing.)

Greeting cards -- Show your clients that you’re thinking of them with these friendly, considerate cards. Wish someone a happy birthday, congratulate them on the birth of a child, or just thank them for doing business with you. And these thoughtful cards are a great way to get some extra points with prospects, too.

Build Your Brand packages -- Now you have an affordable way to create a cohesive identity throughout your marketing products. Choose only the products you want, including letterhead and envelopes, business cards, note cards, Amazing Mail postcards, CD Business Cards, Advertisements, personal brochure, and website template. Multiple "styles" are available. Give your practice a sharper image with these great products.

And more! -- From letters and phone scripts to postcards and Yellow Page ads, we’ll help you retain your current clients while enticing new ones to use your services.

Desk signs -- Customized to feature your name, title and bank name, these signs are a great way to entice potential clients when they’re placed in strategic locations.

Posters -- Put up large posters for long-term display on an easel or on the wall, and use the small posters for more specific topics all around your branch.

Statement stuffers -- Introduce your services to people who already have loyalties to your bank. These effective pieces are also great to use as flyers at teller windows or on tables where customers fill out their paperwork.

Free consultation cards -- Do a mailing to current bank customers, or buy a list and go after new business. A free portfolio review is an excellent way to gain trust, and these postcards will do the advertising for you. They’re also handy to distribute at meetings, or include them with your business letters.

Branch Manager customizable postcards -- Reps are busy and don’t always have time to sort through mail. A postcard is the perfect way to get your message out there quickly, yet effectively -- with your business name prominently displayed.

Branch Manager ads -- Use our ads in conjunction with your mailing campaign for a truly effective effort. Reps are sure to remember your name with these ads!

Branch Manager brochure templates -- Choose from multiple style templates to create your own recruiting brochure. You fill in the blanks to make these brochures your own, and we'll work with you to get it printed.

Letters and kits -- A letter can help you really connect with your recruits. All you have to do with these is insert your name and personal information. The recruiting kit will effectively show all the advantages you offer reps.

Weekly Market Commentary -- Securities America provides our reps with a "Weekly Market Commentary" in Microsoft Word format that they can download and distribute to their clients as their own. Add your own contact information and disclosures, and then distribute the commentary to clients however you’d like . . . e-mail attachment, website hyperlink, printed hard copy, etc. Even better, you can choose from different masthead design styles, and there is NO charge and NO commitment from you for this service! 

JumpStart Marketing Kit -- Available free online, or at a minimal cost in three-ring binder format, the Kit is your guide to getting your marketing up and running quickly. It covers "building your marketing foundation" with sound planning; "creating your brand identity" with forethought and pre-packaged materials; "marketing your services" using PR, advertising, direct mail, referrals and niche programs; and "taking care of clients" with welcome kits, surveys, contact processes and appreciation events.

Partner the Kit with the "JumpStart Marketing Coaching Program" through our Practice Management department, and you have a running start towards vaulting your business to new highs! 

PR Mastermind -- Supporting advisors in their marketing communications and public relations efforts, the PR Mastermind program provides a package of public relations-related services in a group setting at a lower cost than could be achieved individually. Participants receive access to an experienced team of marketing and public relations professionals, as well as strategic discussions among group members. Advisors participating in the PR Mastermind program have been quoted in the Wall Street Journal, the New York Times, Registered Rep, Investment News, Financial Advisor, Wealth Manager, Money Magazine and Research Magazine, as well as numerous local and regional broadcasts.

Templates and Processes -- We are continually looking to bring you support materials that make it easier for you to do business. Our Press Kit Templates, Client Welcome Kit Process & Template, Event Planning Guides, Turnkey Referral Process, Turnkey Client Contact Process and Turnkey VIP Process all are free and downloadable directly from the e*Office website.