National Association of Estate Planners and Councils is a leading source of information for consumers seeking an independent financial advisor. Our videos, blogs, and podcasts provide consumers with knowledgeable content and tools that assist them in choosing the right advisor for their financial needs.

For Advisors, the platform offers:

  1. Premium profiles, a 50+ data point informational account of the financial advisor that includes personal and professional data, photos and videos, social media sites, website information, and just about anything else a consumer would be interested in knowing when choosing their financial advisor. Here’s an actual advisor’s profile.
  2. Advisor Marketing Services provides everything an advisor would need to properly market their services to their intended market.

An Advisor’s Premium Profile works in conjunction with their chosen marketing package giving them a very powerful and unique way to market advisory services to consumers seeking their advice. 

We are the only marketing agency in the financial services industry to offer such an integrated plan to assist advisors in building their business.

NAEPC member pricing is $39.95 per month for a Premium profile (paid annually), compared to the regular fee of $49.95 per month.

For more information regarding Premium profiles and Advisor Marketing Services, please contact Jim Eckel at  888-689-9650 x402 and let him know you are a member of NAEPC.