Scott Eckart
If you educate, you never really have to sell. AdvisorStream helps me be a thought leader providing timely content. The ROI is great without spending a lot of time.
Scott Eckart
Financial Planner Westpoint Financial Group

Challenge

For Scott Eckart, staying meaningfully connected with clients was becoming harder in a world of non-stop news cycles and market volatility.

With so much happening across markets and around the world, it was difficult to keep clients informed in a timely and thoughtful way.

Clients wanted perspective, not panic.

Scott knew he could not control the markets or global events, but he could give clients something just as valuable - context and education that helped them feel confident in their long-term goals. The challenge was finding an efficient and compliant way to do that consistently.

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85% of advisors found that lack of time was one of the biggest challenges in getting timely, consistent communications

Solution

Broadridge’s AdvisorStream made it simple for Scott to turn his philosophy of timeliness and education into action.

The platform provided high-quality articles from trusted publishers that explained what was happening in the world and why it mattered to investors. This empowered Scott to deliver automated, branded messages and timely insights when clients needed reassurance. 

Every piece reflected his voice as a financial educator, keeping him top of mind and positioning him as a calm, credible guide through uncertainty.

In just minutes, Scott was able to tailor his new, digital newsletter and share valuable, ad-free, professionally branded content. Plus, he began to create more meaningful social media posts, improving his engagement with clients and prospects.  

Results

Time Saved

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Deeper client trust: Regular, thoughtful updates helped clients stay confident in their financial plans, even during turbulent markets.

Enhanced Professionalism

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Higher engagement: Clients opened, read, and responded to the content more often, showing stronger connection and appreciation for Scott’s consistent communication.

Stronger Connection

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Time savings: AdvisorStream’s automation allowed Scott to maintain a high-touch experience without spending extra hours creating or reviewing content.