Growth & Client Acquisition Affinity Benefits

Marketing, reputation management, and media solutions that help advisors increase visibility, generate leads, and grow their firms.

FSI members, log in here to learn how to redeem these offers.

AcquireUp
A marketing partner for financial professionals, delivering measurable net new asset growth through live seminars. Using cutting-edge technology and omni-channel marketing, AcquireUp delivers high-intent, qualified prospects. FSI members receive a $500 discount on the first event or a 10% boost in marketing.

Amplify Reviews
A reputation management platform for financial professionals that collects verified client reviews and publishes them compliantly. No matter where a prospect journey originates: Google, AI, or referrals – advisors are still increasingly evaluated on this one dimension: what do real clients say about them? In an industry built on trust, your clients’ words are your strongest asset. FSI members receive a free consultation and up to $350 per year off regular pricing.

Haven Tower
A strategic communications firm serving the wealth management industry, delivering tailored PR, branding and marketing strategies that elevate visibility, credibility and growth for financial firms. FSI members receive discounts of 20%-25%, depending on engagement details.

Wealthawk
Wealthawk identifies money-in-motion opportunities by continuously monitoring signals that indicate when individuals are most likely to seek financial advice.

  • Detects opportunities using money-in-motion signals
  • Surfaces key data points that inform timely, relevant outreach
  • Applies ranking indicators so teams focus on the right conversations first

Enjoy early access and save $300 instantly! As an FSI member you get the first 3 months free. Afterwards, your rate is just $100/month for the remainder of your 6-month term.