Rick Irwin
Marketing is essential to maintaining relationships. AdvisorStream makes my life easier - helping me improve my business by staying in constant contact. Clients look forward to my newsletters.
Rick Irwin
Owner, Trinity Wealth Partners

Challenge

Rick Irwin, owner of Trinity Wealth Partners, had been a financial advisor for 25 years, but staying top-of-mind with clients was becoming harder.

He knew consistent communication was key to maintaining trust and visibility, yet creating fresh, relevant content for newsletters and social media was time-consuming and overwhelming.

Without a steady stream of quality material, client engagement risked fading and so did opportunities for deeper relationships and referrals.

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Only 26% of advisors are meeting investor expectations on contact frequency.

Solution

Rick turned to AdvisorStream to simplify and scale his marketing.

With AdvisorStream’s help, he began sending a weekly newsletter and posting to social media three times a week, using AdvisorStream’s curated library of trusted third-party articles from the top US and Canadian publications.

By personalizing each piece with his own comments, Rick made every touchpoint feel authentic and relevant which sparked meaningful conversations with clients and prospects alike.

Rick finds his efforts spark conversations that never would have happened otherwise. This increase in questions and comments improves communication and enhances his client relationships.

Now he’s focused on personalized content that turn clicks into clients.

Rick's Results

Consistent client outreach

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Consistent outreach sparked more conversations, with clients eagerly anticipating each new newsletter and interacting with shared articles.

New Growth Opportunities

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Rick’s increased visibility and authenticity led to more interactions with prospects and deeper connections with existing clients.

Significant Time Savings

Save time
AdvisorStream’s intuitive platform and content library eliminated the strain of finding and creating material from scratch, saving hours each week.