“As an advisor, providing my clients with education to help them better understand how to grow and protect their wealth is the cornerstone of my practice.

With this in mind, I was looking to create a series of educational communications that would keep clients informed while reinforcing my brand. I’ve tried hosting educational workshops and sending direct mail – often with little return.

It’s difficult to do these initiatives consistently, affordably and find the time to develop and promote it.”

In just a few months, I’ve already converted 3 new accounts (worth nearly $300k) thanks to the content and frequent touchpoints that help spark conversations. AdvisorStream has more than paid for itself.”

Nick Dell’Aquila
Financial Advisor & President
Dell’Aquila Financial, Inc.


"A colleague told me about AdvisorStream - it sounded like the perfect solution to engage and empower my clients. After just a few months, I’ve already achieved my key goals!

With the incredible support of the AdvisorStream team, I have a fully automated and branded newsletter that keeps my prospects and clients informed and consistently gets positive feedback on the quality of unbiased content.

Each newsletter also includes a carefully crafted introduction created by the AdvisorStream team to incite action and get prospects to reach out."


  • $155k in assets invested from a new lead receiving my newsletter
  • $100k fixed income annuity purchased after reading my newsletter content
  • $28K IRA rollover from a client after engaging with my weekly newsletter