Advisors & Portfolio Managers

Advisor Marketing 

Ventum is proud to introduce the Advisor Marketing Program (AMP), a dedicated initiative to support busy and entrepreneurial advisors in enhancing their marketing efforts. Recognizing the challenges advisors face in creating and implementing effective marketing campaigns, website design, digital advertising, content creation and more, Ventum offers a comprehensive suite of marketing services at below-market rates, often at little or no cost to the advisor.

How does the Advisor Marketing Program work?
  • Contact: Review our services and schedule a virtual consultation with the AMP team to discuss your marketing needs.
  • Consultation: Consult with AMP, and after the discussion, an estimate of services will be provided. Once agreed upon, the work begins.
  • Collaborate: Work closely with AMP on each project, including timing, content, and design. Approve the project at each stage, from compliance to launch.
  • Market: Prior to launch, AMP will train you on each program, monitor your progress, and provide ongoing service to ensure your success.
AMP Marketing Services Catalogue:
  • Email Marketing: Set up with MailChimp, customized templates, audience import, and effective outreach.
  • Website Production: Refresh your existing static website or build a fully responsive customized website.
  • Social Media: Account setup, audits, content management, and participation in corporate social media.
  • Content/Creative Production: Writing, editing, and graphic design services for fact sheets, brochures, newsletters, etc.
  • Video Event Support: Branded invites, pre-event setup, and live event management of Zoom/Teams for professional events.
  • Video Production: Transform event or interview video recordings into commercials and highlights posted to our YouTube channel.
Marketing Support for Advisors:

Navigating marketing in today’s complex landscape is challenging. AMP helps advisors adopt best practices through a laddered approach. 

  • Quarterly Advisor Newsletters: Co-branded template, articles from the content repository, personalized with your details quarterly.
  • Content Writing Services: Utilize our external ghost writers for blog content or pay for specialized content tailored to your needs.
  • Video Services/Event Marketing: Leverage our expertise in turning video recordings into engaging content for your clients.

PI Financial Corp. is now Ventum Financial Corp.

Welcome to our new website.