Your focus is on growing your practice and building relationships with clients. That’s why we've launched DOX – a free, self-serve website where you can easily download and personalize marketing materials with your contact information, headshot and logo, including brochures, social media images and postcards.
Spend more time growing your business. These compliant materials are a great way to start sharing your story, and we’ll be adding new content regularly to keep your clients engaged with you on topics that start conversations. It's just-in-time marketing!
Sharing content and marketing materials to your prospects and clients is one of the best ways to build your brand. In this session we will take you through the features of the Hootsuite (00:00 - 13:15) and DOX (13:15 - 24:35) platforms. We will be providing a live demonstration of account setup, profile linking, as well as post creation and scheduling. Afterwards you will be able to set up your accounts and begin sharing your content and materials to prospects and clients.
If you’re a Canada Life branded advisor, you’re DOX account is already set up as part of the Canada Life Digital Toolkit program. Self-branded advisors must fill out the Field Marketing intake form to complete their DOX set up and within a few days, you’ll receive an email from Field Marketing with your login credentials.
To learn more, visit the page that best identifies your brand status:
Take a look at what you can get in DOX as a Canada Life Foundations advisor.
Take a look at what you can get in DOX as a self-branded advisor or firm, including our brand in a box materials for those who have recently transitioned their brand.