New Online Marketplace Features Do-It-Yourself Financial Advisor Marketing Tools, Templates and Training

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Financial advisor marketing consultants Kristen Luke and Kristin Harad announce the launch of The Mercato, an online marketplace featuring do-it-yourself marketing tools, templates and training for independent financial advisors.

The Mercato Advisor Marketplace

The Mercato Advisor Marketplace

We developed The Mercato in response to advisors who are looking to access the knowledge and resources of industry experts without spending the higher prices many service providers require for one-on-one attention.

Financial advisor marketing consultants Kristen Luke and Kristin Harad announced today that they have partnered to launch The Mercato, an online marketplace featuring do-it-yourself marketing tools, templates and training.

Specifically designed for the independent advisor, The Mercato features a variety of practice management products that help advisors build successful practices, including guidebooks, video training, ready-to-use templates and prepackaged content.

“We developed The Mercato in response to advisors who are looking to access the knowledge and resources of industry experts without spending the higher prices that many service providers require for one-on-one attention,” said Kristin Harad, CERTIFIED FINANCIAL PLANNER™ professional and marketing consultant.

Currently, The Mercato features marketing-specific products but the goal is to bring compliance, technology, operations and HR resources from other industry experts together--creating a hub for all practice management products.

“We are excited to bring the knowledge and resources we use with our own clients to the greater advisor community through The Mercato,” stated Kristen Luke, President & CEO of Wealth Management Marketing, Inc. “We look forward to expanding the marketplace into other practice management areas in the near future."

Financial Advisors interested in browsing tools offered through The Mercato can visit the practice management marketplace at http://www.themercato.net.

About Kristen Luke
Kristen Luke is the President and CEO of Wealth Management Marketing, Inc., a marketing firm that provides marketing strategy and support to independent financial advisory firms. Based in San Diego, CA, Kristen works with firms ranging from $10 million to $1.5 billion in AUM to create and implement strategic marketing plans by providing the resources of an entire marketing department for less than the cost of an employee. To learn more visit, http://www.wealthmanagementmarketing.net.

About Kristin Harad, CFP®
Kristin Harad is CERTIFIED FINANCIAL PLANNER™ professional and founder of VitaVie Financial Planning, a fee-only firm in San Francisco, CA that she grew from zero to six figures in less than 3 years. Passionate about helping entrepreneurial financial advisors succeed, Kristin teaches advisors how to use powerful marketing strategies in practical ways through coaching, speaking, workshops, and video training. To learn more, visit http://www.kristinharad.com.

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