Transcript Our Demographics The Trust Advisor is today’s leading wealth management newsletter, reaching 105,000 wealth management professionals including registered investment advisors, banks, broker dealers.

Our Demographics
The Trust Advisor is today’s leading wealth management newsletter,
reaching 105,000 wealth management professionals including registered
investment advisors, banks, broker dealers and their representatives.
It is recognized as the most authoritative source for timely, accurate and
well-researched information on key activities and trends within the
financial community.
Founded in July 2009, the newsletter dependably deploys its weekly
content to its subscribers every Monday and Tuesday morning.
No other newsletter offers its exclusive mix of email-responsive
investment advisors, mutual fund executives, broker dealers, banks, trusts
and insurance VIPs.
Demographics are wealth
management professionals
including registered investment
advisors, banks & broker dealers representatives.
Jerry Cooper
Publisher, TheTrustAdvisor.com
(800) 392-8811
www.thetrustadvisor.com
TrillionsUnder Asset Management
An estimated $43.5 trillion in assets are under management of
subscribers to The Trust Advisor.
The Trust Advisor covers the issues that are critical for wealth management
 Billionaire Steve Jobs Died Tax-Free, Experts Say
 Whitney Houston Leaves Behind a Legacy of Music and Estate Riddled With Confusion
 Does Hartford’s Annuities Exit Signal the End for Others?
 Adopt Your Girlfriend as Your Daughter Asset Protection Plan Shocks Planning Community
 Why Are Family Members Disinherited?
 Catch the Warning Signs of Clients Ready to Leave
 Don’t Miss George Clooney in “The Descendents,” Made to Order for Trust Buffs
The Trust Advisor subscribers authorize and/or influence the purchase of…
 Mutual Funds
 Precious Metals
 Alternative Assets
 Qualified Retirement Plans
 Variable Annuities
 Life Insurance
 Advisor Software
 Clearing Services
 Fund Administration
 Trust Services
 Estate Planning Services
 Investment Management
Jerry Cooper, Publisher
•
 TAMPS (Turn Key Asset
Management Programs)
 Education and Training
 Travel Services
 Investment Research
 Marketing Services
 Legal or Accounting Services
(800) 392-8811
•
www.thetrustadvisor.com
Editorial Calendar
2012
2013
October 2012
Most Important Influential VIPS in the Trust Industry:
Inside who’s who in the trust industry for the major
players. Twenty-five most influential people who
serve trust and wealth management from the client
side and the provider side.
January 2013
Predictions for 2013 and Beyond: What to expect in the
next four-year horizon. How core trust issues and wealth
management issues will affect the advisor for the year.
November 2012
Year-End Estate Planning: Gambits and strategies for
year-end strategy and client support. Experts discuss
new techniques; take advantage of current loopholes
in the tax laws before they expire in December.
December 2012
Trust and Wealth Management Technology Issue:
How technology and gadgets play an important role
in the trust and wealth management area. How the
world and the advisor will change in the future.
.
February 2013
Advisor-Friendly Trust Companies: Highlighting America’s
most advisor-friendly trust companies—who they are and
their strong suits. Interviews from representatives of the
firms including outside experts. Supplement America’s
advisor-friendly trust companies.
March 2013
The ABA Trust and Wealth Management Conference
Issue: The 2013 ABA Wealth Management and Trust
Conference unites industry subject matter experts with
senior wealth management and trust bankers to
participate in smart conversations and provide practical
strategies for serving high-net worth clients.
April 2013
Trust Industry Mergers and Acquisitions: How M&A
activity affects the advisor and the trust company alike.
Recent transactions that have taken place over the past
year, their valuation and why.
Jerry Cooper, Publisher.
•
(800) 392-8811
•
www.thetrustadvisor.com
July 2013
Outsourced Asset Management Programs: Many
trust and advisory firms have found that outwourced
providers of their asset management functions are
better suited by specialty firms. These include unified
managed account
providers and turnkey
asset management
programs.
May 2013
Building Trust Oriented Portfolios: Wealth managers
and advisors alike seek pre-election, recoveryoriented securities and investments for trust
portfolios. This issue covers how trust strategists and
analysts best see a conservative way for long-term
stability and growth. Supplement download: best
stock, mutual fund picks for trust portfolios.
June 2013
The International Issue: High-wealth clients shunned
by recent Swiss and offshore banking developments
have been reluctant to invest trust assets outside the
U.S. In light of the European bank crisis,
opportunities exist for long-term growth overseas.
This issue covers what to do , who to contact and
why. It also covers how to attract high-wealth clients
from overseas.
Jerry Cooper, Publisher
•
(800) 392-8811
•
www.thetrustadvisor.com
Direct E-Mail Marketing
Financial marketers turn to The Trust Advisor as the most productive list for
generating qualified leads and sales of financial products and services.
Email campaigns to these advisors thus carry the bonus of reaching
through them to their wealthy clients who are otherwise difficult to reach.
“Our email campaign to the Trust Advisor subscriber list
produced $70 million in new assets within six months.
—Christopher Holtby, Director, Wealth Advisors
Rate: $4,600
Advertising Opportunities
Top Leaderboard: $2,495
Size: 650 x 70 pixels
Suitable for a horizontal ad with room for both copy and visuals. Many feel the top position is
the most noticeable.
3 x 2 Rectangle: $1,495
Size: 300 x 250 pixels
The most traditional position for an ad, where readers are most accustomed to see it. It is
readily observed because it is placed right next to important copy.
Bottom Leaderboard: $1,795
Size: 650 x 70 pixels
Ideal for ads with copy only, without visuals. Often chosen for the same reason that a
P.S.works at the end of a letter. Many readers always read the bottom of a website page.
Jerry Cooper, Publisher
•
(800) 392-8811
•
www.thetrustadvisor.com
Web Seminars
The Trust Advisor web seminars bring our high-level
audience to your firm’s product or service. With our editors
aboard and outside experts, your potential clients see you
as a thought-leader and the go-to organization to purchase
your firm’s product or service.
Web seminars have proven to be the most cost-effective
sales and marketing tool of our time. No expensive sales
trips, air fare, overnight lodging or office politics to deal
with. Your perfect prospect clients become part of your
electronic audience while in their home or office for 30 to
60 minutes.
Rate: $15,000
Why Webinars
Use web seminars to:
 Generate quality, cost-effective leads or
introduce a new product or service
 Drive traffic to your web site and sell products
 Gain audience feedback for the development of
a new product
 Build a greater in-house client list
Included Services:
Before:
 Recruit guest speakers and presenters for your
webinar
 Obtain CE credit with CFP, CFA or IMCA
 Design and deploy three separate e-blasts with
three versions to our subscribers for maximum
exposure
 Provide registration and landing pages for your
event and send out registration letters
 Slide preparation
During:
 Live and polling
After:
(800) 392-8811
 Provide exit surveys, which are recommended
to be used to subscribe to in-house newsletters,
receive a complimentary whitepaper or to gain
feedback on the effectiveness of the program
 Event summary and statistics
 Program is archived on our website for six
months for future use of the invoices
 Assistance in preparation of the slides to be
presented with the events
The Trust Advisor Reports
Trust Advisor Special Reports deliver
your ad message and positions your
firm as a thought leader
The Trust Advisor Reports are uniquely authoritative and
timely.
They are avidly read by wealth managers and advisors
alike who rely on us for accurate and useful information.
They also respect that our ads are pre-screened for quality
and credibility, and presented in an informative manner.
That is why ads in our reports are both read and responded
to, and offer a big edge over non-advertisers.
When they review this report, they will think of you
This timely report will carry your company logo on the
cover. This accomplishes two things. One, it reminds
recipients of your thoughtfulness in providing the report for
free every time they refer to it. Two, it reflects your
professionalism and expertise in being in the forefront of
developments in the trust industry.
Ad Production: The Trust Advisor will produce/design ads
for advertisers at a rate of$150/hour if requested.
Components to produce the ad should be submitted at the
time of the contract.
Cancellations: Cancellations and changes must be made
in writing and may be subject to a short rate.
Jerry Cooper
Publisher, TheTrustAdvisor.com
(800) 392-8811
www.thetrustadvisor.com
Rate: $1,995
Private Branded: $2,495
Financial Advisor E-Blast Media Comparison Chart
Publication
eMail
Reach
Monthly
Web
Traffic
Cost per
Blast
105,000
170,000
105,000
Cost per
1,000
(CPM)
Average
Open
Rate
$4,600
$44
12%
79%2
Yes
51,000
$8,395
$80
10%
NA3
No
79,000
88,710
$15.800
$220/mo
Entire list
10%
NA3
No
109,000
93,000
$22,890
$210
9%
NA3
No
85,000
48,000
$22,500
$265
10%
NA3
No
57,000
120,000
$29,925
$525
18%
22%
No
% HNW
Advisor1
Filled-In
Landing
Page
$350/mo
AdvisorOne includes Investment Advisor & Research Magazine
WealthManagement.com includes [Registered] Rep & Trusts Estates
1Percent
of readership that manages $100 million or more in client assets
by subscriber survey dated June 30, 2012
3Data not available
2Verified
October 2012
Jerry Cooper, Publisher • (800) 392-8811 • www.thetrustadvisor.com