Shiraz Ahmed
This is amazing, AdvisorStream can do everything I wanted it to without having to do a lot of manual effort. Nearly 100% YoY growth for the last few years from my marketing efforts.
Shiraz Ahmed
Financial Advisor & Portfolio Manager Sartorial Wealth of Raymond James Ltd.

Challenge

After nearly two decades in the financial industry, Shiraz was looking for a way to create more meaningful relationships with his clients and prospects - an often manual, time-consuming process.

He was actively searching for a more efficient, scalable solution when he realized a need to regularly deliver valuable, credible content without spending hours sourcing, designing and sending it, while staying compliant.

He needed a faster, easier, more trustworthy way to run marketing campaigns that would deepen his connections with clients and drive growth.

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53% of investors say their advisor could add greater value by providing financial education.

Solution

When AdvisorStream appeared in his search, Shiraz immediately recognized it as the perfect fit for his growth-focused practice.

AdvisorStream’s automated content marketing transformed painstaking, time-consuming efforts into simple and successful results.  With pre-approved content ready to share, built-in automation, and built-in measurement, it delivered everything he needed without the manual workload.

Although he initially worried the frequency might be too high, the results proved otherwise. Clients were opening, rereading, and sharing the articles, and the built-in analytics gave Shiraz clear visibility into what resonated most.

The stars aligned for his practice overall and Shiraz’s firm experienced 100% year over year growth thanks to his marketing efforts.

Shiraz's Results

Measurable ROI

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Shiraz has seen nearly 100% year-over-year growth for the last several years, in large part due to his use of AdvisorStream. 

Deeper Connections

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Curated financial content from major publications increases Shiraz’s client touches and drives conversations that enhance his client relationships.

Compliant Content

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Shiraz doesn’t just deliver targeted, curated content, but information that’s 100% compliant, taking the worry out of his workday.