Marketing Resource Center
Deploy marketing tools to help you make the most of your Personality subscription. Need help? Reach us at Deploy marketing tools to help you make the most of your Personality subscription. Need help? Reach us at [email protected].
Tools:
One-Pager
Customize a one-pager explaining to your clients why you partnered with Personality and what the benefit is to them. View here.
To customize, simply email us at [email protected].
Client Facing Video
Add some flair to your business website with a client-facing video about why Personality can help them be a happier investor.
Note: Your web developer will have to upload the file to your site.
Press Release
Set yourself apart and attract potential clients with the pre-approved Positivly press release. You can customize the release with your company information and send it out to your local media.
To customize, simply email us at [email protected].
Blogs
Access the text of customized blog posts that can help you share why working with a financial advisor matters. We always have new blog posts you can use here.
Example copy:
Email Content
Review pre-packaged text that can help you communicate with clients across different scenarios, including why they should take the Financial Personality Assessment, following up with leads, and more here.
Email Signature
Add your unique assessment link to your email signature to drive more responses. Access your unique link by logging in and going here:
