Amplify Your Advisor Marketing
Financial content marketing made easy.
Gain access to hundreds of finance and lifestyle articles for your website, social media, client newsletters, and more.
Become a Trusted Financial Expert
Educate your clients to make better financial decisions.
Writing their own engaging financial content takes advisors away from what matters most- strengthening relationships, managing wealth, and attracting new clients. Use our library of financial education articles and content from well-known third-party publishers to position yourself as a trusted financial expert.
Intuitive Content Management Dashboard
Easily access financial content.
Great financial content marketing begins from your dashboard:
- Content Library Articles
- Financial Newsletters
- Third-Party social media-ready finance articles
- Social media APIs for easy posting
- Print Newsletters – print on your printer and mail!
- Update your photo, logo, contact information, and disclosures
APIs To Approved Social Media Platforms
Validate yourself on social media.
Easily select and share financial articles through our API integration with Vestorly. Each month we select and load new articles from well-known third-party financial publishers directly into your Fresh Finance dashboard.
More Intuitive Advisor Marketing Tools
Our Integration Partners
Digital Agent® has partnered with Fresh Finance to arm professionals in the Financial Services Industry with fresh, new content each month.
Amplify and Validate Your Brand
Maintain client relationships and attract new business.
We help give you a competitive edge by making it easy to share engaging financial content on your website, social media, and in newsletters:
- Accurate financial articles your compliance team will appreciate.
- Fresh, timely articles on current events, the economy, insurance, financial planning, taxes, financial wellness, estate planning, and more.
- Our financial articles are licensed to you with unlimited usage.
Don’t Take Our Word For It
Hear what our clients are saying.
My clients always comment that the newsletter articles are interesting and timely. Sending the newsletter is definitely helping to educate them, which I appreciate.
J.W.
— Financial Advisor, New YorkI am DELIGHTED with my Fresh Finance subscription. I really love how this looks and it makes my life as an advisor so darn easy.
M.S.
— Registered Representative and IAR, MarylandFresh Finance has been our trusted partner for quality financial industry content for the past few years. The relevant and timely articles they produce for us are a vital part of our advisor marketing offering and we couldn't be happier with the end product.
