AdvisorStream has enterprise agreements with many Broker-Dealers which allows advisors who fall under that Broker-Dealer to access firm content and share it through various communication channels.
How to Find Firm Content / Advisor Custom Content:
Firm content is located in the AdvisorStream Library. On the left-hand side, you will find all of the core searching options. Firm and Advisor Custom Content are both located under Sources.
How to include Firm/ Advisor Custom Content in Your Social Media Automation
- Head to your Social Scheduler
- Scroll down to the Topics section
- At the very bottom, you'll see Sources, ensure they are included in Green
How to Share to Social Media/Website [manually]:
- Begin from the Content Library, and locate the piece of content you would like to share.
- Hover your mouse over the article and click the Share icon.
- Next, complete all fields including a) Destination b) persona (if applicable) c) Add your own message optional*
- Choose to Share now or Quque for Later (adding it to your social scheduler)
How to Send Firm/Custom Content by Email
You can choose to add firm content to your weekly suggested newsletter, learn how to edit your newsletter here. You can also send firm / your own content out as a direct, targeted email, learn how here.