Peak Advisor Alliance has launched a new virtual coaching and marketing platform called Digital Fortress. The Omaha, Neb.-based firm partnered with Faulkner Media Group to develop the platform, which is designed to give advisors the ability to manage their Web site, social media presence and communication materials from a single portal.
Ron Carson, founder of Peak Advisor Alliance, says the firm has eight executive coaches that talk daily to its 1,100 members -- who advise on more than $100 billion in assets. The platform offers single-point access from which an advisor can run his or her practice, communicate with clients and attract prospects. “All of a sudden, we have growth made easy for advisors,” said Carson.
“One example is the extensive library of compliance-reviewed educational content that can be retrieved and distributed via their Web site and social media accounts,” said Craig Faulkner, president and CEO of Faulkner Media Group, a financial marketing firm based in San Diego.
Other features of the platform include:
*Video-based practice management lessons designed to engage, accelerate and hold advisors accountable to their personal and professional growth.
*A marketing center with content that includes client-centered articles, videos and presentations from both Peak Advisor Alliance and Faulkner Media Group.
*An integrated e-mail marketing system that automates an advisor’s client communication and reinforces the advisor's brand.
*A customizable Web site filled with newsletters, videos and other branded material.
Faulkner says the platform will continually evolve and expand to meet the changing needs of Peak Advisor's clients.