The Riskalyze Advisor Marketing Kit is an exclusive client and prospect engagement tool for advisors with access to the Riskalyze Elite product subscription. While Riskalyze doesn’t offer in-house design services, these customizable resources allow you, and your graphic designer, to tailor each piece of marketing material to align with your unique branding approach.
In This Article:
- Client Facing Video
- Compliance Approval Best Practices
- Online Advertising Best Practices
- Press Release
- Slideshow Presentation
- Web and Social Media Strategy Guide
📺 Client Facing Video
One of our most requested items is a fully-animated client (investor) facing video, which is customizable with your company logo and disclaimer. The video highlights how you use The Risk Number® to serve your clients better and empower fearless investing.
We’ve also provided step-by-step instructions on how to embed this video into your website. To access the instructions click the Instructions button located below the client video description.
You can customize your video in four steps:
- Upload your logo using a .png file format
- Enter your email address
- Enter your disclaimer
- Click the Create Video button
Check out your customizable client-facing video:
After clicking the Create Video button, your logo will be added to the video and the file will be emailed to the email address you entered in the second step. You should receive your customized video within an hour after clicking the Create Video button.
Note: When uploading your logo, it will populate the "Your Logo Here" box indicated below. We recommend connecting with your web designer to generate a .png file approximately 1000 pixels by 1000 pixels."
👍 Compliance Approval Best Practices
We’ve compiled a number of best practices to help you get your finished product through compliance in a breeze, and into the public domain as seamlessly as possible. You can download these workflows by clicking the Download PDF button under the compliance approval description.
The client-facing brochure provides an overview of Riskalyze and its features. It’s a great tool to provide your prospects and customers with a high-level understanding of your risk alignment platform. We’ve included a packaged Adobe® InDesign® file so your graphic designer can custom tailor the file to your firm’s brand and message. You can access this aspect of the Advisor Marketing Kit by clicking the Download Design Files button at the bottom of the description.
🖥 Online Advertising Best Practices
So, you want to engage with potential clients online. Where do you start? We've compiled the best practices for advertising on the web and social media so you can drive traffic that converts into real conversations. You can access this section of the kit by clicking on the Download PDF button under the description.
Want a poster? This one's on us. ;) If you promise to use it, we'll actually ship you your choice of poster free of charge. Instructions on ordering your poster online are included in the Advisor Marketing Kit under the poster section. Click the Get A Poster button to start the ordering process.
📣 Press Release
Set yourself apart and attract potential clients with the pre-approved Riskalyze press release. You can customize the release with your company information and send it out to local media. You can access this piece of the marketing kit by clicking on the Download Text File button underneath the press release description.
📽 Slideshow Presentation
This presentation — provided in Microsoft PowerPoint, Apple Keynote, and PDF formats, is designed to help you walk a prospect or client through Riskalyze to help them understand how you use the tool as a key differentiator in your practice. We have also included sample talking points in the notes section of the .ppt and .key presentations, and you can modify this presentation as you see fit. The presentation materials are located underneath the description.
Note: You can download a PDF version if you don’t need to edit the file.
📱 Web and Social Media Strategy Guide and Social Media Graphics
Riskalyze is designed to help you win leads and convert new customers. This guide showcases best practices for driving prospects to your Lead Generation Questionnaire. It also includes a cutting-edge social media graphic generator to help your online presence shine. You can create social media posts in a few easy steps:
- Select your favorite call-to-action
- Choose a background color
- Download for Facebook, Instagram, LinkedIn, and Twitter
To download your Web and Social Media Strategies Guide, click the button located under the social media call to action column.
If you have a Riskalyze Elite plan you've got access to all of the features above. Click the button below to sign in and explore the Marketing Kit!
Note: Please treat these items like any other advertising material and consult your compliance department as necessary. Need a FINRA letter for any of these tools within the marketing kit? The Riskalyze Compliance Kit is your one-stop-shop for compliance resources needed to document your technology review and approval with any Riskalyze report!
Where can I find the Advisor Marketing Kit (AMK)?
For all Riskalyze Elite users, you'll find easy access to the new AMK by clicking on Menu ≡ (top right of your screen), followed by Marketing Kit.
I really like what I'm seeing but when I click on Menu in Riskalyze, I don't see the option for the new AMK in my account. How can I get my hands on all this goodness?
I see the AMK in my account under the Menu option, but I’m having trouble accessing the elements. Who do I contact?