Marketing Resource Center

Deploy marketing tools to help you make the most of your Positivly subscription.


  • One-Pager

    Customize a one-pager explaining to your clients why you partnered with Positivly and what the benefit is to them.

  • Client Facing Video

    Add some flair to your business website with a client-facing video about why Positivly can help them be a happier investor.

    Client Facing Video Example

  • Press Release

    Set yourself apart and attract potential clients with the pre-approved Positivly press release. You can customize the release with your company information and send it out to your local media.

  • Blogs

    Access the text of customized blog posts that can help you share why working with a financial advisor matters. We always have new blog posts you can use at

    Blog example

  • Email Content

    Review pre-packaged text that can help you communicate with clients across different scenarios, including why they should take the Financial Personality Assessment, following up with leads, and more.

  • Social/Promotional Content

    Access language you can use on your site or on social to promote the Financial Personality Assessment. Learn about why Advisors should use social media in an article from our affiliate Clout.

  • Email Signature

    Add your unique assessment link to your email signature to drive more responses.

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