The Direct Indexing Buyers Guide - 1

AMERICA'S FIRST DIRECT INDEXING
BUYERS GUIDE LAUNCHES MID-JULY
Direct indexers can now take part in the learning process and promote DI
offerings to a perfect audience of 330,000 Registered Investment Advisors (RIAs)
and Broker-Dealer (BD) advisors ready to adopt solutions.
According to a survey conducted
by Wealth Advisor in 2022, it found
that 70% of financial advisors
claim to have little to no knowledge
about direct indexing, although are
open to learning. To attract new
clients, providers need to ensure
that advisors are informed about
how indexing works and how it can
be integrated into client portfolios.
Many providers spent marketing
resources to message advisors with
educational content, which has been
unsuccessful. Advisors are wary
about self educating from product pushers. They tell us they are
more comfortable learning from neutral third-party sources, such
as Wealth Advisor magazines. Wealth Advisor guides over the last
12 years have been a proven learning tool for advisors on product
adoption such as such as ETFs, TAMPs, model portfolios, SMAs,
advisor trust solutions, direct indexing and new technologies.
AMERICA'S BEST
DIRECT INDEXING
BUYERS GUIDE
2023
THE WINNERS LIST: BEST DIRECT INDEXING PROVIDERS; THEIR INDEXS,
PLATFORMS, PRODUCTS, CAPABILITIES, FEES AND MORE.
DIGITAL ACCESS: THEINDEXADVISOR.COM
Direct Indexing Buyers Guide Sponsorship
Sponsorship programs offer enhanced benefits over traditionalcontent
marketing like emails, blogs, or white papers:
* Customized Profile: Sponsorship includes a detailed firm
profile, which can be more effective than generic content by
emphasizing your unique value proposition.
* Digital Dashboard: Provides an immediate overview of your
firm, facilitating quicker engagement than lengthy blog posts or
white papers.
* Lead Follow-Up & CRM Integration: You receive instant
alerts for profile requests, ensuring prompt follow-ups. The
data can be integrated into your CRM, streamlining customer
management.
* Targeted Earned Media: Your firm gets featured in a content
channel article, increasing reach. You receive immediate notifications
for reader interaction, facilitating swift responses.
* Dedicated Email Blasts: They deliver your message without
competitor distractions, making communication more impactful.
* Video Interviews: Generate a viral social media presence, an
advantage not available from traditional content marketing.
* Instant Feedback: As advisors engage with your profile page,
earned media or digital dashboards, pop-up polls are created with
poll results sent by SMS messages, email or uploaded to CRM
for immediate feedback.our offerings with your specific goals.
Why Will the Guide, Dashboard, and
Earned Media Close the Deal?
Advisors say they prefer to choose solutions from side-by-side
comparisons. Product features such as strategies it offers, its ranking
compared to other products, reviews from users, AUA and
relative cost. These features are presented in our guide and digital
dashboard. Once solutions are narrowed down, the earned media
takes over to help advisors gain an education about your offering.
* The Guide - Offers a compelling profile page of your firm,
emphasizing your unique strategy, approach, and authority.
This includes your value proposition, outlining how you solve
client needs and set yourself apart from competitors.
* The Digital Dashboard - Offers succinct overview of your offerings
on a single, spreadsheet-like page. It features instant delivery
of your firm details, rankings, LinkedIn portal, available
products, and marketing support. You'll receive alerts each time
a prospect requests your profile page, enabling swift follow-ups
with promising leads. Qualified Sales Leads - Sponsors gain
full access to lead and activity flows, receiving crucial data to
streamline the sales process. This data, accessible anytime in
.CSV format, can be easily integrated into your CRM or email
automation platforms.
* Targeted Earned Media - Offers your organization monthly
in a content channel article, disseminated via an email newsletter
and posted on thewealthadvisor.com. Whenever a reader
clicks your firm's name in the article, they receive your profile
page, and you get an email alert to follow up or schedule a
consultation.
About The Wealth Advisor
Established in 2009, The Wealth Advisor offers news, opinion,
and educational resources for wealth managers and advisors. It
delivers essential insights for the business, eliminating the need
to browse multiple news and industry sources. Recognized as
a leading authority, Wealth Advisor serves RIAs and institutional
investors with reliable news on turnkey asset management
platforms (TAMPs), model portfolio and SMA strategists, and
the direct indexing marketplace.
For more information, visit:
https://showcases.thewealthadvisor.com
or for personalized attention, call:
Lauren Rosenfarb (212) 871-9098

http://www.THEINDEXADVISOR.COM http://www.thewealthadvisor.com https://showcases.thewealthadvisor.com

The Direct Indexing Buyers Guide

Table of Contents for the Digital Edition of The Direct Indexing Buyers Guide

The Direct Indexing Buyers Guide - 1
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