AdvisorHub AdvisorHub 2018

Transcription

1 2019 MEDIA KIT

2 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

3 MISSION STATEMENT To be the definitive and trusted source of breaking news, x 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.

4 Award Winning Editorial; Engaged and Growing Audience: Editorial Award: Neal Award for Journalistic Excellence. (2017) Engaged Audience: Merrill Lynch to Withhold Payment on 3% of Brokers Monthly Production 87 Reader Comments Year over year Growth: Audience: +25% Page views: +70%

5 AUDIENCE PROFILE Financial Advisors, Managers & Licensed Personnel 89% Wirehouse 21%, Regional 22%, Independent 25%, RIA s 21% Active 550,000+ monthly page views generated by over 180,000 unique visitors Social AdvisorHub has access to over 150,000 financial professionals through LinkedIn networks, Facebook and Twitter. Engaged 54% of our audience actively attends webinars AUM 50% have over $100 million in assets under management Producers 55% have an annual production greater than $500,000, including 31% greater than $1,000,000 Licensed 86% Series 7 or 65 licensed for 10 years or more. 80% are also insurance licensed Sources: 2017 Clientize User Survey; Google Analytics, March 2018

6 OUR PARTNERS

7 AUDIENCE SEGMENTATION CAPABILITIES AdvisorHub can segment its readership - via dedicated s 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 s, events, webinars, and surveys/research.

8 Native Offerings

9 Articles, Infographics, Video, Whitepapers Share your thinking vs. your offerings with AdvisorHub s Native offerings. 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.

10 AdvisorHub Content Studio Turnkey solution for partners who would like to take advantage of native content opportunities 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 s, 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. Consultancy - Concept Ideation - Content Creation Media Strategy - Media Placement Audience Engagement - Audience Data Analysis Pricing available upon request.

11 Custom Section Opportunities AdvisorHub will create a dedicated section on 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-toaction, etc.) and AdvisorHub content. Pricing available upon request.

12 Native Content: Newsletter Promotion Content module promoting native articles, blog posts, white papers, webcasts, etc. Module clicks through to content which resides on AdvisorHub.com, with links back to partner site. Mocks are for demonstration purposes only.

13 Newsletters

14 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.

15 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.

16 Partner Dedicated 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. Mocks are for demonstration purposes only.

17 Newsletter Text Link Sole text link appears among the day s news features. 75,000 newsletters per send. 250 characters maximum.

18 Deals and Comps

19 Deals and Comps Money in Motion is the premise behind AdvisorHub s most unique online 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.

20 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

21 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.

22 Events/Webinars

23 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

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

25 Video

26 AdvisorHubTV

27 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).

28 Additional Information

29 AdvisorHub FinTech AdvisorHub FinTech allows organizations to highlight their FinTech products to our elite audience of financial advisors and position their organization 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 organization the opportunity to showcase your solutions with descriptions, contact information and additional content such as: - Articles - Whitepapers - Webinar replays - Video - Blog posts - Product testimonials

30 Display Advertising Units 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.

31 THANK YOU