Frequently Asked Questions

Platinum is a complete practice management and marketing solution that helps independent financial advisors attract and retain high net-worth clients. Its tools and resources are directly derived from a thriving practice that consistently acquires over $40 million per year in new assets, and that specializes in attracting millionaire clients. Once you join Platinum, you receive direct access to all of our systems, communications, marketing pieces, and more.

Many things. Consider just four examples:

1. All of our materials are created for use in a real, thriving, practice. We are not just a marketing company. We are financial advisors – just like you. We know what clients want and need, we know what works, and we have our finger on the pulse of the economy and the equity markets. We provide an ever-evolving, improving, current, relevant, flow of new content that has been tested and proven by top advisors.
2. We don’t just provide marketing tools. We provide complete practice management resources including procedures, forms, checklists, scripts, and more.
3. We don’t just tell you what to do, but have created a system you can follow. Once you join Platinum, you won’t have to worry about developing marketing strategies anymore. All you’ll need to do is follow us, and do what we do. It’s really that simple!
4. Our materials are of the highest quality. Our professional, securities licensed writers and designers do some of the best work in our industry. Just take a look around our site and compare the quality of our content with what you’ve seen elsewhere. The difference should be obvious.

We would love to provide that for you! Click here to get your demo access now.

Once you become a member, we provide an online training session for you and your office to attend and ask questions. We also send you a series of emails with specific instructions during the first six weeks of your membership called “Platinum University.” If you have questions that are not covered in our training sessions, we provide phone support from 9a.m. until 5p.m. Eastern, Monday through Friday, and anyone from your office can feel free to call or e-mail us at [e-mail="support@platinumadvisormarketing.com"]. All members receive ongoing training and advice each time we add a new item to our website, because we always explain why and how you should use it.

Yes, but only for a very limited number of clients. In most cases the detailed resources on our website, coupled with our phone support, will give you everything you need to build a thriving practice.

Pricing varies based on how you were referred to us, what services you subscribe to, and how many advisors will be using the program. Please contact us for pricing by calling 877-421-5593.

Full access to everything you see on the Platinum website. All the materials are yours to download and use once you become a member. You are also assigned to one of our highly qualified relationship managers who will function as your personal marketing assistant and key contact at Platinum.

If you already have one membership, additional advisors can join at a discounted rate. Prices vary based on the structure of your office and the number of advisors that will be using the program. Please contact us for pricing by calling 877-421-5593.

Access to Platinum requires a 12 month commitment. We do this for two reasons. One, because you get full access to download all of our materials from the very first day you subscribe, and two, because implementing our programs takes time. We want to ensure that you use our material long enough to reap the maximum benefits. After your first 12 months are complete, you can cancel anytime.

Of course. You can call us at 877-421-5593, e-mail us at support@platinumadvisormarketing.com or click here to have your password e-mailed to you.

These fees are optional. All of our resources are available for download once you become a member. Instead of customizing our pieces themselves, some members prefer to have us do it so they can save time and energy. We are more than happy to handle the customization of anything on our website, but we do charge an extra fee for that. Those fees are what you see listed below some of our materials.

Once you order a customization, a designer will contact you to request the information needed to complete the process. This may include dates, times, locations, style preferences, and other relevant information. Once they complete the first draft of your project, it will be sent to you to approve or respond with revisions. Our designer will work with you until you are 100% satisfied with the end result. If additional changes are required once you submit it to your compliance department, we will make those changes as well. Once your project is complete, our designer will provide you with the original files, a print-ready PDF, or both – whatever you prefer.

For seminar and client event invitations, our maximum turnaround time is five business days, but in many cases we are faster. Complex projects like brochures can take up to six weeks, but we always do our best to meet any deadlines you have. You can help us speed up the process by responding to requests for information in a timely manner.

Certainly. You can use it as it is, or you can make changes to it yourself. If you want us to update it with new information such as dates and times, we charge a $25 modification fee.

No, you do not. We are happy to provide all of the original files so you can customize them yourself. We use the following programs: Microsoft Word, Microsoft Excel, Microsoft PowerPoint, and Adobe InDesign. (Note: If you plan to purchase Adobe InDesign, make sure it is version CS4 or newer.)

Yes, you can. Before you subscribe exclusively to this portion of our service, make sure you learn about the other services we provide to full members. For just a few dollars more, you can have access to some of the most powerful business building tools available in our industry today.

Absolutely. Platinum is a turn-key solution.

We outsource this to one of the nation’s leading list providers, Alesco. We have found their data to be current, relevant, and reliable. When you use Platinum as your seminar marketing solution, we will order the list for you as a convenience and at no extra cost. We also provide a 25% discount off of their listed prices.

This will vary based on your area, but some or all of the following criteria would be taken into consideration:

• Age
• Income
• Income producing investments in household
• Homeownership
• Distance to travel to office or location of event
• Etc.

You are welcome to use your own list.

They vary based on the size, quantity, printing method, and paper used.  Mailing/postage rates are set by the United States Postal Service. Example: To print 5,000 full color, 2-sided, glossy, 5.5 x 8.5″ postcards would cost less than $3,000 with printing, postage, and a mailing list included (.60 apiece). Our per-piece prices get cheaper as the quantities increase.

There is no limit to the number of invitations we can print for you. The more pieces you print, the lower the per-piece cost will be.

There is no minimum to the number of invitations we can print for you, but our minimum charge is for 250 pieces. If you only want us to mail 50 invitations, we are happy to provide this service, but the 200 piece overrun would be mailed to your office or discarded.

No, you do not. Our printing and mailing services are optional. You can feel free to use the printing and mailing company of your choice. Even if you choose not to use us, you still get full access to all of our tools and support, including customization services.

The total lead time from the date you submit your order until the date of your event should be six weeks. There are some factors we can control and others we cannot. The mailing times, for example, are determined by the USPS.  Our standard lead-times are: five business days for customization, five business days for printing, and ten business days for mailing. We recommend that invitations arrive no later than two weeks in advance of your event. If you are working with a specific deadline, we will do everything in our power to meet it by rushing the design and printing process.

Both methods can be effective, and we have not seen a notable difference in response rate. Because it is more expensive to use envelopes, we generally recommend sending mass marketing on an open postcard, but client mailings inside envelopes. This method has always worked well for us.

Response rates vary widely based on a number of factors. We have seen response rates as low as .4%, and as high as 2%. The subject matter of the invitation, location where the event is held, quality of the mailing list, and culture of the area can all impact seminar results. Here at Platinum, we work to ensure all of these factors are properly balanced so as to ensure the best possible result, but we do not guarantee a specific response rate.

When evaluating seminar success it is better to use ROI as a gauge. Consider an example using a low response rate: Mail 10,000 invitations, spend approx $4,500, get a .4% response rate, speak for 40 households, close one third of the room for an appointment, meet with 12 households, and close 6. If you pick up 6 new households, how much will you earn? Surely more than $4,500. As you can see from this example, even a seminar with a low response rate is better than no seminar at all.

It is a third-party e-mail marketing tool that we recommend for sending email communications to your clients and prospects. A Constant Contact account is not required for you to have a Platinum membership, but if you do have one, we will load it with pre-developed content you can send in a matter of seconds. Having a Constant Contact account will help you protect your e-mail address from ending up on spam lists, will ensure you comply with all CAN-SPAM requirements, and will give you a variety of attractive templates you can use to communicate with your base. Constant Contact also provides powerful reporting tools so you can track reader response to your messages.

We will be happy to save you the time by doing it for you. Call our office at 877-421-5593 to get started. If you want to do it yourself, click here to start your 60-day trial. and see all it offers.

It’s a simple 5 step process.

1. Purchase your branding package.
2. One of our branding consultants will complete an extensive design brief with you so that we can understand every important detail about your business and how you want your image to be conveyed to the public.
3. Our team of designers begins translating your completed brief into compelling text and imagery starting with your logo design and copywriting.
4. Proofs are sent to you for review and approval. Revisions are made. Once all proofs are approved, we use the new logo and text to create your business cards, letterhead, brochure, and other applicable collaterals.
5. Your beautiful new collaterals are printed and shipped directly to your office. (Printing costs are separate.)

These are preview files only. Any product that downloads as an Adobe PDF was created using a program called Adobe InDesign. Because most of our members do not use InDesign, a PDF is more user-friendly. If you would like the original InDesign files so you can customize them yourself, you can call or e-mail us and we will send them right over. (Note: If you plan to purchase Adobe InDesign, make sure it is version CS4 or newer.)

Yes. Everything on our site comes complete with all the resources you need.

Yes. Once you subscribe to Platinum, all of our materials are yours to use as you see fit. That includes posting them on your website, in magazines, newspapers, or in any other print or online format.

Yes, we do. In addition, as part of our customization service, we can change any of our marketing pieces so the images, fonts, and colors will be more appealing to a female audience.

We have found that each compliance department operates differently, and we try to meet whatever requirements they set. In some cases they review all of our materials in advance and provide approval codes. In other cases, they require each rep to submit pieces individually. Regardless of what your compliance department requires, we will do our best to accommodate them so that the process is easy for you. And since all of our materials have already been reviewed by several compliance departments, they are extremely compliance friendly.

To streamline the process for you, we will submit the commentary to them each week on your behalf. To get this process started, contact the person at your broker dealer who supervises compliance and let them know we are helping you with your marketing. Tell them you would like them to work with us to expedite your compliance approvals. Then, give us their name and contact information and we will reach out to them on your behalf. We have an excellent track record of working with compliance departments, and we will do everything in our power to meet their requirements.

Yes, we do. That being said, most of our products do not require FINRA review because they do not reference specific products such as variable annuities and mutual funds. Whenever a FINRA review is required, we provide one. When it is not required, your broker dealer has discretion to approve the material.

There is a good possibility. Our list of approved broker dealers grows almost every day. Feel free to call our office at 877-421-5593 and we will be happy to check. If we do not already have a relationship with your broker dealer, we would love to forge one. Just give us the contact information of the best person to speak with, and we will do everything in our power to have them added to our list.