2. 11/13/2012 2
Vision
Every financial
professional is an
effective online
marketer.
3. 11/13/2012 3
We Merge
Marketing tech
Engaging content
Compliance
Expert guidance
Ease of use
4. Who We Are
San Francisco, California
Cameron Derrick Christine
Co-Founder CTO Marketing
Specialist
Leadership & backing
Lincoln Collins Wade Dokken
• Co-Founder, • Co-Founder,
WealthVest Marketing WealthVest Marketing
• Fmr. CEO The • Fmr. CEO American
Hartford Europe Skandia
• Fmr. COO American
Skandia
17. 11/13/2012 17
Getting Started
• Go to advisordeck.com and create a new account
• Follow the guided setup process
• Support and best practices
• Questions? support@advisordeck.com
Welcome to the first AdvisorDeck weekly walkthrough webinar. We’re scheduling these every week to provide a touch point for those interested in the platform to see it in action and for current customers to get updates on our roadmap. I’m Cameron Nordholm, the product manager for AdvisorDeck, and Christine, our marketing lead, and I will be walking through the basics of the platform in this short 20 minute webinar while leaving some time for Q&A. Please use the “questions” box in GoToWebinar to submit questions along the way, and we’ll walk through them at the end of the call.
In our webinars we usually show off our great staff who have fantastic industry experience. Cameron, the co-founder has worked for a wide range of digital media and social products, including PBS.org, WIRED Science, and the White House before working as co-founder. Derrick, our development manager, has founded and worked on numerous startups after leaving Earthlink and recently managed his own consulting firm in Hawaii. We also have an offshore development team that assists Derrick in building out our product.
Mahogany makes use of a new and very sophisticated technology layer created by Twitter. Twitter wanted to solve some of the same problems that we did, and when they did, they released it to the developer community to work on and improve.
We work with several providers of the best content and interactive solution providers, including Educated Investor, with whom we just struck the first relationship of its kind for web based, granular social distribution. We also work with CalcXML using a sophisticated implementation of their engine that allows advisors to capture leads and follow up with prospects based on declared needs. We have several
