SPF: Everything You Need to Build Buzz for Your Investment Program

SPF provides a multitude of marketing support for your investment program. Whether it’s client-facing modules, a shared repository of peer-produced marketing materials, or ready-to-use workshop templates, SPF has all of the content to get your team up and running. With a wealth of resources and regularly updated information, SPF serves as an extension of your marketing team.

The following is an overview of our marketing offerings:

Financial Management Center (FMC)

The FMC is a client-facing, integrated investment assessment and referral tool that is accessed via a link on your bank’s website. When your client clicks on the FMC link, he or she will be prompted to answer a short series of questions used to generate a high level financial “snapshot” of where they stand in relation to the achievement of various investment objectives—Retirement, College Savings, Inheritance, Changing Jobs, IRA Options and, for the young investor, Start Investing. The FMC is an excellent tool to educate and engage clients, and generate qualified sales leads for advisors. Online visitors who engage the self-evaluation tool request investment advisor follow-up calls and appointments at double the rate of more traditional direct mail campaigns. Click here for more details.

Marketing Exchange

The marketing exchange is a repository of shared marketing content. It is full of ready-to-use, compliance reviewed materials created by other successful programs across the country. Advisors have all the tools they need to create successful marketing campaigns at their fingertips. Whether it’s newsletter content, flyer and mailer templates, press release samples, or workshop templates, advisors have instant access to best practices and content from their peers. Click here for more details.


Our workshop programs help advisors sustain clients’ knowledge in an ever changing economy. They provide ongoing financial education and encourage regular client-advisor interaction. SPF workshops are compliance approved self-contained packages that condense financial knowledge and product information into simple, easy-to-use flip charts that provide an outline for advisors’ personalized in-depth content. Click here for more details.