TACTIVE

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Elevate and Expand

Drive Your Practice's Growth with Our Marketing Growth Engine Expertise

MARKETING DEMO
  • Marketing Platform for Advisors Services

Innovative Marketing for Today's Advisory Business

Our unique Integrated Marketing Platform is a comprehensive, done-for-you solution that automates every aspect of marketing for busy advisors. It integrates seamlessly with our suite of services, enhancing lead generation, digital marketing, brand building, and client engagement through social media management and innovative AI video and calling features. This robust platform allows advisors to focus on what they do best—advising clients—while we handle the complexities of marketing and business growth. With our CRM and advanced tools, growing your business becomes effortless, enabling you to attract, engage, and retain clients without increasing your workload.

Increase in Qualified Leads
0 %
Lower Cost for Client Aquisitions
0 %

LEAD GENERATION AND CONVERSION
Generating Leads, Fueling Growth

Strategies for lead generation and conversion, including targeted advertising, lead nurturing campaigns, and conversion rate optimization.

DIGITAL MARKETING STRATEGIES
Navigate the Digital Space with Expertise

Digital marketing services, including SEO, social media management, content marketing, and email campaigns.

BRAND BUILDING AND POSITIONING
Crafting Your Unique Brand in the Financial Universe

TACTIVE assists in developing a strong brand identity and positioning advisors effectively in the market.

MARKETING ANALYTICS AND ROI
Data-Driven Marketing for Measurable Success

Analytics to track marketing effectiveness and ROI, ensuring advisors understand the value of their marketing investments.

CLIENT ENGAGEMENT AND RETENTION
Engage and Retain Clients with Impactful Communication

Enhance client engagement and retention, such as personalized communication and client-focused content.
  • Success Stories

Hear from our Satisfied Clients & Partners

Testimonials from individual clients and advisors, focusing on success stories and positive experiences.

"Tactive has helped me with branding myself as a market leader and because of this I have done well in both digital and traditional media. I’m in the media and featured on various blogs and television spots which helps drive my brand awareness and gives me credibility to new prospects and current clients. "
Eddy G.Las Vegas, NV
‘I have a big tax planning business and when I got into full service financial planning, Tactive helped put all the needed back office solutions together for me so that I could grow and scale my practice. I’ve also worked with them on my marketing to help position me as an advisor to all my tax clients. "
Giovanni C.Los Angeles, CA
"I’ve learned the importance of branding and marketing with Tactive and they have helped me organize my practice to a point where I now feel comfortable allowing all the automation to work on its own."
EJ J.Dallas, TX

Elevate Your Marketing Strategy Today!

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