NAMP

New Affiliate Marketing Program

Whether you are new to marketing or simply new to marketing at Osaic, the Advisor Marketing Solutions team can help.

The New Affiliate Marketing Program is designed to support new affiliate revenue growth efforts through various advanced marketing resources and technology tools from when you decide to join Osaic and begin transitioning your client paper.

Participation in The New Affiliate Marketing Program is unavailable for financial professionals who joined Osaic through a significant acquisition or JourneyToOne.

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What’s included?

My Business Builder

Benchmark your current marketing performance and receive personalized recommendations to optimize growth.

Marketing Evaluation

Ongoing reviews of your marketing performance with actionable insights to improve strategy and boost results.

Marketing Orientation

One-on-one guidance from a marketing strategist to set you up for success with Osaic’s resources and programs.

Complimentary Advanced Marketing Consultations

One-on-one, one-hour strategy consultations with a marketing strategist will set you up for success with Osaic’s resources and programs.

Digital Marketing Platforms

Access MyCMO and AdvisorStream to automate newsletters, manage social media, develop landing pages, and generate leads with ease.

Is NAMP right for you?

This is for you if:

  • You're new to marketing or transitioning to Osaic within 6 months and need guidance.

  • You want to streamline marketing efforts and grow your practice.

  • You value access to tools that automate newsletters, social media, and lead generation.

  • You're committed to evaluating and improving your marketing strategy regularly.

This is NOT for you if:

  • You're looking for a marketing solution that requires no time or effort from you.

  • You are a part of a large acquisition.

  • You don't have time to participate in strategy sessions or assessments.

  • You prefer managing your tools and strategy without external support.

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 FAQs

  • The program is available to all new affiliates within the Osaic network. Program enrollment can begin once you have officially affiliated and are registered with Licensing & Registration (L&R), up to six months after affiliation. You are not eligible if you joined Osaic through a large acquisition.

  • We know that each onboarding financial professional is managing their own unique transition process and timeline. Most NAMP participants typically start their journey three or four months after affiliation (once re-papering has been completed), and they can focus their attention and dedicate time to their marketing needs. We encourage every new financial professional to begin at a time that works best for them and/or to work with their transition specialist regarding timing.

  • The program typically runs for 4 to 6 months, with measurable milestones to track your marketing progress and evaluate growth.

  • NAMP gives you access to MyCMO, AdvisorStream, and other tools that help with social media automation, newsletters, lead generation, and content marketing.

  • The Marketing Orientation provides a personalized overview of how to use Osaic’s resources and platforms, along with strategic guidance for your unique marketing goals.

  • There is no additional cost to participate in NAMP; however, advanced services or consultations beyond the program scope may have associated fees.

  • You’ll receive hands-on support from Osaic’s Advisor Marketing Team, including strategy consultations, platform training, and regular marketing performance evaluations.

  • You can schedule your Marketing Orientation and consultation sessions directly through the Osaic portal or contact the Advisor Marketing Team for assistance.