AdvisorStream Overview August 2013

Communication That Drives Your Value

AdvisorStream is a unique platform that allows advisors to leverage the world’s best content to create compelling communications that will deepen client relationships and help form new prospect relationships.

Each piece of AdvisorStream content is embedded with sharing and auto-generated lead technology. Our proprietary Dossiya technology gives advisors an up-to-date snapshot of their prospects’ interests and needs so they can quickly be converted from prospects to clients.

Content, Communication, Leads

about.

Confidential AdvisorStream Ltd. 2

k

01. Curated Content

02. Flexible

Communications

03. Revenue

Generation

Fully licensed content from The New York Times, The Globe and Mail, Reuters and other world leading publications

Curated and categorized by industry experts

Content from the world’s top sources

Content library makes it easy for you to create communications across all channels – newsletters, email, web posts, and social media

Reporting gives insight into recipient behavior, so that you can refine communication strategies

Reach clients where and when they want

Each content piece is shareable among recipients’ networks

New readers invited to opt-in with name and email address to receive free premium subscription content

Dossiers on each new prospect generated: aggregated social media information, common connections, interests and life events

Prospecting built into every content piece

key concepts.


AdvisorStream gives you a library of content from the world’s best publishers – like the New York Times, Reuters, Globe and Mail

Curated, credible content builds trust and keeps you top of mind with clients. When they share your content warm leads are generated.

When clients share content recipients will opt-in, by providing their name and email address, on a one time basis. These leads are added to your leads dashboard.

• Create custom newsletters, emails, and web posts

• Send clients information they want, when they need it, and through the channels they use

• Clients more likely to share premium content with their network

• Deepen relationships though your client communications

• Demonstrate your value as a source of relevant insights

• When friends or family need financial help, you will be top of mind

• Engaged clients make referrals

• Generate exclusive Dossiya on prospects: interests and common

connections, career, and life milestones

Communicate

Engage

Leads

Engaged clients result in increased wallet share and as your leads and prospects grow, so will your client base.

• Monitor leads to identify qualified prospects

• Communications help move leads through your prospect pipeline

Sales

Use premium content to create relevant communication and generate new prospects.

how it works.

01

02

03

04

Deepen Client Relationships with AdvisorStream

plan.

Metrics and Dossiya reports help you learn about client and prospect needs and to customize communication that demonstrates your understand your client or prospect.

why.

They believe you can help because theytrust you – you have demonstrated your value with insightful communication. They will refer you when family or friends express a need.

when.

People refer when they want to help, when they can provide a solution for a friend or family member – motivated by the needs of others.

who.

On average, only about 25% of advisor clients provide referrals, although 85% say they are satisfied with their advisor. Engaged clients make more referrals.

referrals.

A customized communication strategy drives your value, increases client engagement, and the likelihood that they will refer you to their family and friends.

A real time summary of your clients’ or prospects’ interests, career, demographic stats, and social media connections.

See all your common connections and how you can best serve client and prospect needs at a glance.

Dossiya Report

prospecting.


more flexible

more relevant

more credible

AdvisorStream gives you access to the world’s top credible sources, filtered by industry professionals.

Combining firm messaging with the most reliable sources of commentary in client communication will differentiate you from the competition and position you as a source of thoughtful insights.

Publisher &Firm Content

Everyone is bombarded by information today while quality news access is growing limited and expensive.

Demonstrate your value on a consistent basis by delivering valued relevant subscription content to clients and prospects.

By curating content you show you understand your clients, deepening engagement resulting in larger wallet share, referrals, and new clients.

Curated & Filtered

On one platform, with one login, you can create emails, newsletters, web updates, and social media posts.

AdvisorStream gives you the ability to include firm content in newsletters, co-branded with the world’s most credible respected brands.

Streamlined & Branded

AdvisorStream saves time and money and allows advisors to demonstrate their value regularly through thought leadership

benefits.


more prospects

more intelligent

more targeted

AdvisorStream’s content library contains suggested email and newsletter content that will help you better appeal to target client and prospect segments; such as retirees, small business owners, professionals.

You can also appeal to clients and prospects by identifying their personal interests and content preferences using our exclusive Dossiya system.

Content can be delivered via email, newsletter, or web post.

Content & Channels

Reporting gives you insight into open rates, and what content is most read and shared by recipients.

Our exclusive Dossiya system provides information on clients and new prospects that you can use to better understand their interests, priorities, and needs.

Insight & Reporting

AdvisorStream enables you to send clients content they want to read and will want to share, so your prospect base grows.

The QuickSend email function gives you a low pressure, engaging way to connect with prospects without the hard sell.

Leads & Sales

AdvisorStream allows advisors to generate warm leads by leveraging their communications strategy

benefits.


Displays all communication and leads generated

Run Dossiya reports on clients and leads

Manage lists, view new articles added to library

Dashboard

interfaces.


With one login, you can:

Create QuickSend emails.

Build custom newsletters that combine firm content with prestige articles and videos.

Post website content, and even create social media posts for Facebook, Twitter, or LinkedIn profiles.

See curated selections of articles/videos.

Doesn’t require strong knowledge of technology.

Easy To Use – Advisor Access

interfaces.


Quality Client Experience(Advisor Branded)

interfaces.


All content from an email, newsletter, or website is displayed on a secure page, with advisor and firm branding.

Recipients not distracted by competitor advertising and links as they would be on a traditional news website.

They won't be sidelined by paywalls.

Relevant and engaging content increases the likelihood clients will share your communication with their network.

AdvisorStream makes it easy for recipients to forward each individual content pieces within their networks.

When your clients share content, recipients are asked to register with you once, to allow on going access to subscription content.

Triggers referrals and builds prospect pipeline.

Provides detailed real time dossiers on all non-client viewers.

Provides reporting on who opened each piece of content.

Results Driven

interfaces.

For access to this article and ongoing access to content from world leading newspapers, at no cost, please provide your name and email address. You will not be required to provide this again.

Name:

Email :

Reason: You have been forwarded this by one of my clients. I provide my clients with curated access to premium licensed subscription based content from the Wall Street Journal & Globe&Mail and other world leading publications. This

content is not intended for non-subscribers.

[email protected]

For access to this article and ongoing access to content from world leading newspapers, at no cost, please provide your name and email address. You will not be required to provide this again.

Name:

Email :

Reason: You have been forwarded this by one of my clients. I provide my clients with curated access to premium licensed subscription based content from the Wall Street Journal & Globe&Mail and other world leading publications. This

content is not intended for non-subscribers.

[email protected]

Ryan McKegney


Leads are added to the advisor’s secure network.

AdvisorStream gives advisors access to an exclusive dossier on all prospects.

Dossiers can be run on auto-generated leads as well as existing clients or leads identified off-line.

Prospecting Engine

interfaces.


(15 years financial industry experience)

• Head of project management for Richardson Partners start-up 2003, named partner in 2005

• Led team that designed Canada’s leading email marketing system – clients - Air Canada, TD Bank

• In 2007, led a start up in Japan, focused on the online learning space

Kevin MulhernFounder, President

AdvisorStream

(20 years technology industry experience)

• ThinData Founder, leading email marketing system sold to Transcontinental Media in 2002

• Co-founder of Kinetic Café, a leading business incubator and accelerator

• Entrepreneur of the year 2011 – Canadian Association of Business Incubation

Chris CarderCo-Founder, Kinetic Café

(Experienced team of strategy, design, and technology experts)

• Chris Carder - CABI Entrepreneur of the Year: 2011

• Derek Szeto – founder Red Flag Deals and Dossiya

• David Dougherty – VP Strategic Innovation, Trapeze; created campaigns for RIM, Microsoft, WIND, VW, and Mitsubishi

Kinetic CaféStrategic Investment Partner

Entrepreneurial and financial industry veterans

the team.


Communication That Drives Your Value

ADDRESS :

1 Yonge Street, 9th Floor

Toronto, ON M5E 1E5

PHONE :

647.230.4614

office. web.

t

F

L

@AdvisorStream

Facebook.com/advisorstream

Lindked.in/kevinmulhern

EMAIL :

[email protected]

W www.AdvisorStream.com

connect.

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AdvisorStream Overview August 2013

Business

curated content

piece of advisorstream

content recipients

library of content

licensed content

curating content

new clients

content warm leads