Advisor Marketing Partner℠ Customization Form
Please complete this form so that your Advisor Marketing Partner℠ educational flyers, videos and social media images can be customized to reflect your unique brand and target audience.
Name (as you would like it to appear on your Advisor Marketing Partner℠ flyers and videos)
*
First Name
Last Name
Designations (as you would like them to appear on your Advisor Marketing Partner℠ flyers and videos)
*
Professional Title
*
CA / AR Insurance Lic # (if applicable)
DBA Name (If applicable)
Company Name:
*
Office Address (Include city, state, and zip code.)
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Phone Number
*
Please enter a valid phone number.
Email Address
*
example@example.com
Website URL (if applicable)
Describe your target market. (Select all that apply.)
*
Total Market (Diverse)
General Market (White)
Asian
Black
Latinx
South Asian
LGBTQ+
Women
Other
So that we can add the appropriate SMRU-approved disclaimers to your video and PDF flyer, please confirm that you are a:
Registered Rep
Eagle Advisor
Approved DBA
Other
Advisor Marketing Partner℠ Topics Selected
*
Social Security
Retirement Planning (Must be a Registered Rep to order and use these materials.)
Estate Planning
Sound Investing (Must be a Registered Rep to order and use these materials.)
Divorce
College Funding (Must be a Registered Rep to order and use these materials.)
Business Succession
Protecting Human Capital Using Life Insurance
Please list any financial topic(s) you’d like to see added to the Advisor Marketing Partner℠ collection.
What social media channel(s) would you like your social images sized for?
*
LinkedIn
Twitter
Facebook
All of the above
Upload your professional headshot.
*
Browse Files
Drag and drop files here
Choose a file
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of
FOR DBAs ONLY Upload your DBA logo. For best results, please upload a vector file (.SVG, .EPS, or .AI). Or a transparent PNG file.
Browse Files
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FOR DBAs ONLY Upload your font files. (If you do not have font files, please provide the name of the font(s) used on your website, DBA logo, etc., in the comments section below.)
Browse Files
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Choose a file
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of
FOR DBAs ONLY Upload your brand guidelines. (If you do not have brand guidelines, please provide the color codes for the colors on your website, DBA logo, etc., in the comments section below.)
Browse Files
Drag and drop files here
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Comments / Additional Information (optional)
We love referrals! Please share the name and email address of insurance, financial or legal professionals who could benefit from Advisor Marketing Partner℠.
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