Antoinette Wall
AdvisorStream has definitely helped our advisors drive growth within their practices. It's helping forge relationships and build a stronger bond.
Antoinette Wall
Head of Marketing & Digital Strategy, MassMutual Great Lakes

Challenge

MassMutual’s marketing teams faced a shared obstacle: advisors needed an easier, compliant way to stay relevant and build genuine relationships in a digital-first world.

Despite their client base, many advisors struggled to convert engagement into growth because creating high-quality content was time-consuming and fragmented.

A recent study found 85% of advisors have difficulty finding time for marketing initiatives. This often means missed opportunities to connect with clients, fewer touchpoints and missed conversations about life changes.

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Only 44% of advisors are sharing personalized content

Solution

MassMutual's use of AdvisorStream helped empower their advisors with a seamless marketing engine designed to convert curiosity into clients.

With AdvisorStream, MassMutual advisors could:

  • Easily capture leads and uncover key life events and topics clients care about 
  • Send weekly newsletters and have compliance-approved social posts published automatically  
  • Deliver engaging, investor-friendly content clients enjoy reading 
The platform eliminated the complexity of content creation and compliance approvals, letting advisors focus on client relationships that translate directly into measurable AUM growth.

MassMutual's Results

Simplified Marketing

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MassMutual advisors at every level now benefit from an automated, end-to-end marketing solution that’s easy, efficient and generated proven ROI.

Deeper Connections

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Financial content from major publications including The Wall Street Journal, Barron’s and Forbes helps drive conversations around topics that investors truly care about.

Client Knowledge

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AdvisorStream shares insights about what clients are clicking on, so advisors can better understand client interests.