Our dedicated marketing team is ready to help you with everything you need to grow your business your way.

The Investment Center is committed to providing you with a full suite of solutions designed to help grow your practice. 

While some companies do nothing more than support your existing operations, we take it a step further with our Advisor Marketing Program (AMP). This comprehensive and customized coaching program gives you access to a wide range of services, including:


  • Customized marketing plans to help you reach potential clients and referral partners
  • Effective practice management and development strategies
  • Personalized client communications to help boost client retention
  • Access to best marketing practices
  • Help with execution of marketing programs and events
  • Assistance with building your digital footprint through social media
  • Marketing mentoring for your assistant

"Working with The Investment Center is truly a pleasure; the home office staff is responsive, dedicated, and excellent at their work. The Advisor Marketing Program has been a true game changer for my business."

- Lou T.

In addition to AMP our marketing team can help you with all the marketing collateral you need to support your business and build your brand including:

  • Customized marketing brochures
  • Social Media training and compliance-approved content
  • Client Letters
  • Product Marketing
  • Public Relations
  • Website Support

The Marketing Department’s mission is to assist every financial advisor grow their business the way they envision it. With the advisors input we have created a world class coaching and mentoring program that has proven results.

– Marc Lefurge
​These testimonials may not be representative of the experience of other customers and there is no guarantee of future performance or success.