Marketing resources for financial advisors

If you or your firm needs to improve the way you communicate with and promote your products and services to prospects and clients, Briskin Consulting can help. 

CEO Jeff Briskin offers you the benefits of more than 15 years of experience developing effective online/offline marketing and client communication campaigns for some of America's pre-eminent financial services companies, including Fidelity Investments, Bank of America, Columbia Management, U.S. Trust and Pioneer Investments. 

Briskin Consulting provides a variety of creative and strategic marketing services to help you gain, sustain and retain individual and institutional clients more effectively, including:

  • Web site development, including SEO, analytics and key word advertising
  • Branding and value proposition development
  • Targeted email and social media strategies
  • Creation of marketing brochures, direct mail pieces, and other collateral materials
  • Investor education 
  • Client segmentation
  • 401k plan marketing programs
  • Fiduciary education and training 
  • Value added client communication programs
  • Client workshops


Download a PDF overview of Briskin Consulting's services or contact Jeff Briskin on a no-obligation basis to learn how we  can help your firm sharpen its competitive edge.

In the meantime, feel free to download these helpful business-building tools 

High Net Worth Prospecting Thought Leadership and Programs

Retirement Research & Thought Leadership



    Free Sales Ideas & Client Research

    Why do plan sponsors select, stick with, and switch plan providers? Download the free Briskin Consulting Study of Small Retirement Plan Sponsors and find out.
    Learn how conducting background research on your high net worth clients and prospects can result in more successful prospecting and deepening efforts by downloading your free copy of Jeff Briskin's white paper, Background at the Forefront: Leveraging Demographics to Gain and Retain Wealthy Clients.