Advisor Websites Partners with My New Financial Advisor

Loic Jeanjean
Loic Jeanjean • Posted on Aug 3, 2012

My New Financial Advisor Partners with to Enhance Advisor Web Development Efforts

The Same Sophisticated Web-Design Tools used by National Advisor Firms

SANTA BARBARA, CA, July 24, 2012 – For Financial Advisors concerned about their online presence, My New Financial Advisor, Inc. (MNFA) has partnered with (AW) to help provide professional assistance for building dynamic compliance approved websites that are search engine optimized.  MNFA has a core competency in web based lead generation that is central to any advisor’s web based presence.  AW has a long successful history of building websites for financial advisors throughout the US and Canada.  The partnership is based on the premise that the internet has become a hugely important tool in marketing, branding and client retention for financial advisors worldwide.

Website Assistance

To facilitate adoption by financial advisors both companies are offering a significant discount to their existing products for clients to participate in the partnership.  MNFA will be offering AW’s clients a 30-day free trial of its successful subscriber program.  MNFA’s subscriber program has already generated an average of $9+ million in new prospect assets to each of its participating advisors in the United States.

Advisor Websites will provide advisor clients of MNFA with web development services that can incorporate the search expertise of MNFA.  This will allow advisors to begin utilizing MNFA’s local SEO and SEM data on their own websites.  AW will offer MNFA clients a branded website at a significant discount.  The discount includes a 30 day free trial, free connection to MNFA’s reporting platform, reduced setup fees (from $99 to $50) and the first month of website maintenance for $1. This promotion is valid on all of AW’s three plans.

“We recognized with the success of our subscriber program that advisors needed to internalize the success of our online search efforts onto their websites,” said Frank T. Troise founder of MNFA. “The advisor’s website is no longer a static marketing tool, but rather a very dynamic component to their practice’s growth.”

Advisors utilizing MNFA’s subscriber program are incorporating leading best practices for affiliate marketing.  MNFA’s subscribers receive a unique tracking ID that enables them to provide a free FINRA compliant retirement report to anyone 24/7.  Any prospect receiving the report can opt-in to speak with the advisor and is directed back to the advisor who made the offer.  Advisors receive weekly analytics on the success of their campaigns and calibrate their marketing of the tracking ID accordingly.  Many advisors have used the tracking ID as part of their email, banner ad, centers of influence, billboards, and radio advertising.

“We are thrilled to ally with My New Financial Advisor and provide a program where MNFA’s lead generation solution and our cutting-edge website software work together,” said Loic Jeanjean, Advisor Websites’ Director of Sales and Web Marketing. “Static brochure websites are a thing of the past. Consumers’ online behaviors have dramatically changed over the past couple of years, so have their expectations. By linking MNFA’s lead capture to their AW website, financial professionals can now provide a seamlessly experience to their clients and prospects.”

Advisors can get started today by visiting and use the coupon MNFA to claim their savings.

About My New Financial Advisor:

My New Financial Advisor is a network dedicated to meeting the needs of today’s Baby Boomer by providing them what they need:  Free Financial Healthcare.  Its free retirement report platform gives Baby Boomers the same high quality analysis available to ultra-high-net-worth individuals.  Its innovative turn-key solution for financial advisors combines proven financial analysis tools, online and call-based marketing technology and performance based marketing techniques to connect Baby Boomers and financial advisors immediately on a massive scale. Visit for more company information.


Advisor Websites is a global leader in website software for the financial industry. Its award-winning web-based platform is used by financial professionals to create and manage compliant and user-friendly websites. Founded in Canada in 2002, Advisor Websites has since expanded to the United States and has more than 2,000 customers, including Cetera, Williams Financial Group, First Allied Securities and American Portfolio. Visit for more company information.


About Advisor Websites

Founded in 2012, Advisor Websites specializes in helping financial advisors stand out and grow their business online with conversion-friendly, personalized websites and targeted digital marketing solutions, all which follow FINRA and SEC guidelines.

Disclaimer: The content of this article is for informational purposes only. If you are planning to implement a new marketing practice and are unsure what the regulations are, always contact your compliance department first.

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