2019 MEDIA KIT AdvisorHub Since purchasing AdvisorHub in 2016, CEO - - PowerPoint PPT Presentation

2019 MEDIA KIT

AdvisorHub

Since purchasing AdvisorHub in 2016, CEO and Financial Advisor Tony Sirianni has built a respected, award-winning newsroom while maintaining its distinct voice and mission. AdvisorHub 2018

• Investigative Journalism
• Sophisticated Commentary
• Wealth Management Recruiting Deals and

Compensation

• Market Information
• FinTech Offerings

x

MISSION STATEMENT

To be the definitive and trusted source of breaking news, critical compensation data and products and services for Financial Advisors, and to provide a forum where Advisors can share their perspectives on the news, industry culture and personal best practice and growth strategies. ____________________________ To be the advertiser’s partner and vehicle by which they engage, educate, and inform the advisor community.

Award Winning Editorial; Engaged and Growing Audience:

Editorial Award: Neal Award for Journalistic Excellence. (2017) Engaged Audience: Merrill Lynch to Withhold Payment

• n 3% of Brokers’ Monthly Production

87 Reader Comments Year over year Growth: Audience: +25% Page views: +70%

55% have an annual production greater than $500,000, including 31% greater than $1,000,000

Producers

50% have over $100 million in assets under management

AUM

54% of our audience actively attends webinars

Engaged

550,000+ monthly page views generated by over 180,000 unique visitors

Active

AdvisorHub has access to over 150,000 financial professionals through LinkedIn networks, Facebook and Twitter.

Social

86% Series 7 or 65 licensed for 10 years or more. 80% are also insurance licensed

Licensed

Sources: 2017 Clientize User Survey; Google Analytics, March 2018

Financial Advisors, Managers & Licensed Personnel – 89% Wirehouse – 21%, Regional – 22%, Independent – 25%, RIA’s – 21%

AUDIENCE PROFILE

OUR PARTNERS

AUDIENCE SEGMENTATION CAPABILITIES

• AdvisorHub can segment its readership - via dedicated emails and custom

newsletters - by many dozens of subsets, but here is a list of the segments that likely will be of immediate interest:

• WireHouse
• Regional
• Independent Broker-Dealer
• Registered Investment Advisor
• The above segments can be sub-segmented by the following criteria:
• Firm Name (Merrill Lynch, Morgan Stanley, LPL, up to 4,000 firm names)
• Geography including City, State, Zip Code
• Assets Under Management
• Clearing Platform/Custodian
• Optimal segmentation available for dedicated emails, events, webinars, and

surveys/research.

Native Offerings

Articles, Infographics, Video, Whitepapers

• Share your thinking vs. your
• fferings with AdvisorHub’s Native
• fferings.
• Promoted via our newsletter

(2x/150k sends).

• Prominently featured on our

homepage within the news feed.

• Archived in appropriate area of site

after initial homepage positioning.

• Position your firm as a thought

leader within the advisor industry.

AdvisorHub Content Studio

• Turnkey solution for partners who would

like to take advantage of native content

• pportunities to promote their business,

but may have limited internal resources.

• AdvisorHub will facilitate the process –

from topic ideation to draft coordination to completed piece.

• Content can be used in various ways

across AdvisorHub including dedicated emails, custom partner microsites and integration within our Resources section.

• Partner will then own this content to be

used in AdvisorHub promotions and all of their marketing initiatives.

• Pricing available upon request.

Consultancy - Concept Ideation - Content Creation Media Strategy - Media Placement Audience Engagement - Audience Data Analysis

Custom Section Opportunities

• AdvisorHub will create a dedicated section
• n the website based on a topic relevant

to both our readers and your business.

• Section call-out will be included in the

menu.

• Section will feature content from the client,

(editorial, infographics, video, call-to- action, etc.) and AdvisorHub content.

• Pricing available upon request.

Native Content: Newsletter Promotion

• Content module promoting native articles, blog

posts, white papers, webcasts, etc.

• Module clicks through to content which resides
• n AdvisorHub.com, with links back to partner

site. Mocks are for demonstration purposes only.

Newsletters

Newsletter Roadblock

• 100% SOV of newsletter banners.
• 728x90 appears at top of newsletter
• 300x250 placement adjacent to news features.
• 75,000 newsletters per send.
• Static images only.

Single Themed Newsletter

• Align your brand with a specific theme:
• RIA, Wirehouse, IB/D, Regional
• ETF’s/Mutual Funds
• Insurance
• Fintech
• ESG
• Monthly-themed newsletter will be sent to

100K+ contacts within AdvisorHub’s advisor database.

• Subject - related news plus firm’s native

content will be featured.

• Native content will be featured within

AdvisorHub’s homepage news feed and ultimately live within the AH Resources section.

• Partners have the option of display banners,

native content placement, or both.

Partner Dedicated Email

• Direct access to 150K+ Financial

Advisors.

• Potential vehicle for lead

generation/acquisition campaigns.

• Premium audience profile reporting

available.

• We support both HTML and text and can

work with partners if customizations are needed; HTML creatives may be up to 120KB.

s

Mocks are for demonstration purposes

• nly.

Newsletter Text Link

• Sole text link appears among the day’s

news features.

• 75,000 newsletters per send.
• 250 characters maximum.

Deals and Comps

Deals and Comps

• “Money in Motion” is the premise

behind AdvisorHub’s most unique

• nline offering.
• Our Deal & Comp, Recruiting Wire,

and Advisor Moves sections have been specifically designed to capture the attention of the advisor who is researching their options before making a move.

• All firms looking to recruit and asset

management organizations hoping to capture these funds in transition, should be front and center at this critical point when an advisor is “in motion,” and potentially ready to move their clients’ assets.

Customized Deal Page

• Our deal page/microsite will give

wire-houses, independent, regionals and RIA’s an opportunity to showcase their firm and how they differ from the competition.

• Recommended items to include in

the microsite are below but not limited to:

• Videos
• Deal Calculator
• Content Integration
• Recruit Deal Terms
• Comp/Payout

Customized Deal Pages – One Company, Multiple Platforms

• We created two separate microsites for Ameriprise…one for those who would like to be an employee

advisor and one for those who want to be independent.

Events/Webinars

Annual Advisor Summit

• An Industry in Transition
• New York City – Fall of 2019
• Full-day and Cocktail Reception
• Breakout sessions
• Sponsor packages include speaking roles and

panel/breakout participation.

• 175 top-performing advisors in attendance.

Custom Events

• Sponsor and AdvisorHub speakers
• Market to be Determined by Sponsor
• Breakfast, Lunch or Dinner
• Single or Multi-Sponsor Opportunities

Co-Sponsored Webinar

• Share your thinking with AdvisorHub’s

audience of top producers.

• Co-present with AdvisorHub.
• Webinar completely facilitated by

AdvisorHub, from registration to post- meeting communications.

• Potential topics include but not limited to:
• Practice Management
• Cybersecurity
• Market Intelligence
• Recruiting
• DOL Regulations
• Legal & Compliance
• Industry Trends

Video

AdvisorHubTV

Custom Standalone Video Placement

• Partner video will be published in the

sidebar of our article pages

• The control buttons allow viewers to

turn on the sound, replay, pause or stop the video at any point of viewing.

• HTML5 code required, the size may be

up to 800kb (including HTML, JavaScript, CSS and all images).

Additional Information

AdvisorHub FinTech

• AdvisorHub FinTech allows
• rganizations to highlight their

FinTech products to our elite audience

• f financial advisors and position their
• rganization as a leader in financial

advisor technology.

• Advisors will be able to search our

database of partner products and find a solution that fits their needs.

• Fintech product pages give your
• rganization the opportunity to

showcase your solutions with descriptions, contact information and additional content such as:

• Articles
• Whitepapers
• Webinar replays
• Video
• Blog posts
• Product testimonials

970x250 Billboard*

• Heighten brand awareness and drive landing page visits via high-awareness billboard units. These eye catching placements

allow for a larger, more interactive, and more memorable execution. 728x90 Leaderboards*

• Appear at the top of all pages.

300x250 Rectangle*

• Appear above the fold on most pages.

300x600 Half Pages*

• Larger space for advertisers to display their message and can offer users rich engagement.

FlyGuy

• When a user enters a page, “The FlyGuy” slides onto the screen, from the lower right hand side, and will display both branding

and/or content. Upon clicking, visitors will be taken to a unique landing page. Custom Interstitial Placement

• A standard IAB compliant (640x480) ad placement can be served into this position. the user sees the ad for a period of five

seconds or until it is closed. A custom interstitial placement allows an advertiser to own 100% of a targeted audience on a contextual or geographic basis. *This banner can be up to 120K, looping restricted to three cycles, standard rich media permitted.. Additionally, this placement is mouseover or click to video capable.

Display Advertising Units

THANK YOU