Meaningful Marketing for Financial Advisors
Create deeper connections with current and future clients. ​
​We strategically guide Advisors with comprehensive support and resources across brand development, marketing strategy, and marketing education. Our free e-book is a great way to get started with your marketing journey with marketing basics, or reach out to our team to get started on your journey today!
Who is Core Income Advisors?
An IMO, an FMO, an independent brokerage dedicated to serving Advisors, their staff and their clients. Founded on Actuarial principles, we use math to help you deliver financial certainty to your clients. We do Annuities, Life Insurance, and Long-Term Care.
Helping You Boost Your Brand
We help you create deeper connections with current and future clients through comprehensive, tailored Meaningful Marketing support.
Meaningful Marketing
How We Help You
1
Marketing Guidebook:
A step by step guide to building up your marketing
2
One-Off Requests:
The occasional flyer, graphic, or other marketing material
3
Tools & Resources:
Explore a collection of white label booklets and presentations for your use
4
Brand Narrative Work:
Evaluate your brand and refine your messaging
5
Digital Marketing / Prospecting:
Get ideas and strategies to increase your presence online and in-person
6
Events & Press:
Gain event support and receive media/press release ideas to get your brand out there