AFFILIATE MARKETING PROGRAM OVERVIEW

Asset Exchange Strategies has designed its Affiliate Marketing Program to provide your company with the highest probability of success.
Our program supports companies seeking investment dollars for their investment opportunities. The program is designed to be integrated with the Affiliate’s existing marketing program and enhance it so that market share and revenue can be increased with self-directed investment dollars.

On your behalf, we market our self-directed investment plans to individuals, businesses, and experienced investors. Our marketing strategy also includes promotion of your company and your investment opportunities.

 

 

Why Participate?

We understand what you need, and that the most compelling reason for you to enter into our Affiliate Marketing Program is to access investors to fund your projects. We have extensive marketing experience to self-directed investors.

Our motivation is to have more clients to process, and our goal is to enhance your ability to fund your investment opportunities, close more deals and increase your revenue stream. 

We accomplish this by:

• Finding and vetting potential self-directed investor funders
• Setting up and processing the self-directed investment entities
• Providing you access to knowledge and support

The service we offer amplifies your current marketing efforts; over time brings new investment dollars and creates exposure for your projects.

 

Our Affiliate Marketing Program is a win-win and will assist in successfully obtaining the investors you seek while providing us with additional self-directed investment clients to process. We conduct progressive and consistent marketing activities.

 

Our Established And Proven Business Model

With our service much of the work that goes into targeting investors, designing the offering, preparing marketing materials, and designing sales strategies is done for you. Key reasons you benefit from our successful business model:

Market Readiness - Now more than ever before individuals are seeking opportunities that allow them to direct and control their retirement investment dollars. This is creating the need for investments that accommodate the goals of passive and active investors.

All Encompassing Product Line - We offer a diverse product line to accommodate the self-directed retirement investor’s needs.

Established Brand - As a pioneer in the industry, we (AEFN) are the recognized leader in self-directed retirement plans and have the most extensive education library on the topic in the nation.

Proven Business Plan - Over a period of ten years we have developed and honed its marketing and sales activities to achieve success in building our client base and level of client satisfaction.

Consistent Marketing – We have years of experience in reaching our target market(s) and successfully launching products and implementing marketing campaigns using a variety of methods including social media, email, webinars, web sites, and more.

Technology Platform – Our CRM system, backend processing system, and our operations teams set us apart from the pack.

Ongoing Support - We provide a variety of ongoing support to our clients to assist them to stay compliant and achieve their self-directed investment goals; we also work closely and support our Affiliates and our Franchisees.

Proven Sales Methods - Our competitive edge is our comprehensive market driven sales and operations training.

Rapid Revenue Generation - Our self-directed IRA/401k investment plans result in an appealing revenue generation and ongoing access to potential investors.

We do not compete with our Affiliate companies and we provide complimentary no-fee marketing activities; in return we require being the exclusive company you work with to acquire, and to process self-directed investment dollars.  There is a qualification process, we require a contractual agreement, and a there may be a minimal setup fee for participation.

OUR INTENTION

Our goal is to help you achieve success without intruding on your client relationship. 

We understand the importance of client relation ownership and how hard you worked to achieve that trust.  Therefore we are willing to offer every resource at our disposal to make you successful.

• AES (parent company of AEFN) is the largest Self –Directed IRA Advisory group in the nation and has extensive knowledge of self-directed investments. Investors should make sure that the Advisor has the expertise to implement advanced methodologies and a strong background to provide solid advice.

• Client ownership is respected; due to our understanding and practice of this, we help you gain clientele to build your business through our Affiliate Marketing Program. AES respects the client relationship you have developed over the years, so your clients are not our clients.
  

• Diversity of products to provide you with the opportunity to make ongoing sales. 

• AEFN provides in-house national recognized authorities to help you achieve your goals.

Asset Exchange Strategies / Self-Directed Retirement Investment Experts

Asset Exchange Strategies, LLC (AES) is a marketing company consisting of a consortium of financial professionals whose purpose is to educate individuals about the benefits of Self-Directed IRAs (SDIRA). AES is the parent company of Asset Exchange Franchise Network (AEFN). Our mission if to provide you with the tools and knowledge to guide your clients to create and build wealth. AES has benefit of the expertise, tax attorneys, CPAs, Realtors and other financial experts to implement the appropriate methodology and tools.

Daniel Cordoba, Principal of AES is recognized as the expert knowledge leader in Self-Directed Retirement investing. 

Sonia St. James, Principal of the AccelerProcess and DecideonRealEstate.com is a Muse, and a leading strategist.