Advisor's Platform
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- Winter Park, FL
- Advisor's Platform
Dedicated to helping financial advisors and insurance professionals tell the world about their practi
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Address
124 E Welbourne Avenue
Winter Park, FL
32789
Opening Hours
Monday | 9am - 5pm |
Tuesday | 9am - 5pm |
Wednesday | 9am - 5pm |
Thursday | 9am - 5pm |
Friday | 9am - 5pm |
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New Age Marketing for an Old Industry
In 2015, our CEO Don Anders was looking for a less expensive and more efficient way to market his financial advisory business. Don saw more and more of his clients starting to use social media, and he thought that was a good and unique place to promote his business. So he did what anyone would do, he decided to find a company that he could use.
After interviewing over a dozen digital marketing companies, he realized that while they did know how to do digital marketing, they had no clue about the financial advisory business. They didn’t understand compliance, they didn’t understand how or why people became clients, and they didn’t understand how advisors marketed. The financial advisory business is unlike any other. We can’t just drive someone to a website and hope they buy our products.
So, after a couple months of searching, Don decided to learn everything he could about digital marketing and apply it to his knowledge of the financial services industry. After a couple years of doing digital marketing for himself, Don decided to start offering their services and processes to financial advisors throughout the country.
Now Advisor’s Platform has a team of experienced digital marketing experts who focus on helping financial advisors reach their ideal clients online. We’ve coached hundreds of advisors throughout the country and have run thousands of campaigns. Whether you’re looking to learn how to bring digital marketing in house, need content to keep your online presence fresh and beautiful, or trying to connect with clients online, we are here to help.