In 2014, Mike Decker started in the financial industry. In 2016, he left and co-founded his own RIA (Registered Investment Advisor). In 2017, that company brought in over 50 million of new business.
Mike and The Advisor Suite are one of the few coaching and marketing agencies that can say “we lived it and did it”.
Is it possible to produce 50 million in new business within a year or so?
If you ask Mike, he will answer with a definite yes. Especially, when you have the right systems and a robust marketing automation platform to help you along the way.
Today, The Advisor Suite provides marketing services for financial advisors. The agency has been featured on MarketWatch, Yahoo! Finance, MSNBC, and many other media outlets.
Before Encharge, Mike and the team were struggling to find a powerful and fully-suited marketing automation platform for their needs.
They have tried many different platforms but none served them well. As Mike shares, ActiveCampaign had a difficult-to-use email builder, MailChimp had limited framework flexibility, Act-On and HubSpot were too expensive, and Constant Contact was impossible to cancel (if needed).
Finally, Mike and the team managed to find Encharge.
Today The Advisor Suite uses Encharge “as the central data basis to collect leads, nurture them, and eventually convert them into clients.” They also use it to nurture clients for referrals and to maintain relationships.
The Advisor Suite has a lot of experience with other tools in the field, so we asked Mike what are the top 3 reasons they chose Encharge over established players like ActiveCampaign. This is what he shared:
Thanks to Encharge features aimed at agencies, such as the ability to copy emails and flows between accounts, The Advisor Suite is able to automate their processes and onboard clients much faster than ever before.
Mike and the team are now able to create marketing automation systems that automate repetitive client tasks. This makes the whole team much more efficient and allows them to save time and costs to scale their agency much faster.
Want to get the same results for your agency? Make sure to try Encharge for free today.
Further reading: The Last Guide to Marketing Automation for Agencies You’ll Need
“I can assure you that Encharge is like having two full-time interns. This makes me focus 100% on analyzing the data and growing the marketing area much faster.”
Xavier Ribas
Marketing Operations Analyst
“I can assure you that Encharge is like having two full-time interns. This makes me focus 100% on analyzing the data and growing the marketing area much faster.”
Xavier Ribas
Marketing Operations Analyst
Xavier Ribas
Marketing Operations Analyst
“We have increased the number of users that are active on Confect for the first three days by 28% when we started using behavior-based emails in Encharge.”
Gints Gailis
Head of Marketing Operations
“We have increased the number of users that are active on Confect for the first three days by 28% when we started using behavior-based emails in Encharge.”
Gints Gailis
Head of Marketing Operations at Confect
Gints Gailis
Head of Marketing Operations
"Encharge was the only tool specialized in SaaS companies that provides advanced workflows and deep integration with HubSpot.”
Josh Parten
Sales & Marketing Ops Manager
"Encharge was the only tool specialized in SaaS companies that provides advanced workflows and deep integration with HubSpot.”
Mike Decker
Founder, The Advisor Suite
Josh Parten
Sales & Marketing Ops Manager
“We were spending around 3-5 hours in sales and another 2-4 hours in customer success to acquire each new customer. Now we need less than an hour in sales and another hour in customer success.“
Dennis Sturm
Marketing Manager Samdock
“We were spending around 3-5 hours in sales and another 2-4 hours in customer success to acquire each new customer. Now we need less than an hour in sales and another hour in customer success. “
Dennis Sturm
Marketing Manager Samdock
Dennis Sturm
Marketing Manager Samdock
“In Encharge, you can do everything in minutes compared to hours in the code. Any one of us can do it, even the people with no coding experience or understanding of such environments.”
Maria Laaksonen
Customer Success Engineer
“In Encharge, you can do everything in minutes compared to hours in the code. Any one of us can do it, even the people with no coding experience or understanding of such environments.”
Maria Laaksonen
Customer Success Engineer
Maria Laaksonen
Customer Success Engineer
"Switching to Encharge was a total relief!! Things that used to be hours to create now can be done in minutes. Really! It’s a great time saver"
Fabián Vargas
CEO and founder ZEWS agency
"Switching to Encharge was a total relief!! Things that used to be hours to create now can be done in minutes. Really! It’s a great time saver."
Fabián Vargas
CEO and founder ZEWS agency
Fabián Vargas,
CEO and founder of ZEWS
“On average, our clients save a minimum of 4h/month in leads follow-up, thanks to Encharge.”
Mehdi Taleb
CEO and Founder at EverFruit Digital
“On average, our clients save a minimum of 4h/month in leads follow-up, thanks to Encharge.”
Fabián Vargas
CEO and founder ZEWS agency
Mehdi Taleb
CEO and Founder at EverFruit Digital
“Encharge is an advanced email marketing solution that is affordable and easy to use.“
Mike Decker
Founder, The Advisor Suite
“Encharge is an advanced email marketing solution that is affordable and easy to use.“
Mike Decker
Founder, The Advisor Suite
Mike Decker
Founder, The Advisor Suite agency
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