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Our Demographics

Our Demographics The Trust Advisor is today’s leading wealth management newsletter, reaching 105,000 wealth management professionals including registered investment advisors, banks, broker dealers and their representatives.

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Our Demographics

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  1. OurDemographics The Trust Advisor is today’s leading wealth management newsletter, reaching 105,000 wealth management professionals including registered investment advisors, banks, broker dealers and their representatives. It is recognized as the most authoritative source for timely, accurate and well-researched information on key activities and trends within the financial community. Founded in July 2009, the newsletter dependably deploys its weekly content to its subscribers every Monday and Tuesday morning. No other newsletter offers its exclusive mix of email-responsive investment advisors, mutual fund executives, broker dealers, banks, trusts and insurance VIPs. Demographics are wealth management professionals including registered investment advisors, banks & broker dealers representatives. Jerry CooperPublisher, TheTrustAdvisor.com(800) 392-8811www.thetrustadvisor.com

  2. TrillionsUnder Asset Management An estimated $43.5 trillion in assets are under management of subscribers to The Trust Advisor. The Trust Advisor covers the issues that are critical for wealth managementBillionaire Steve Jobs Died Tax-Free, Experts Say Whitney Houston Leaves Behind a Legacy of Music and Estate Riddled With Confusion Does Hartford’s Annuities Exit Signal the End for Others? Adopt Your Girlfriend as Your Daughter Asset Protection Plan Shocks Planning Community Why Are Family Members Disinherited? Catch the Warning Signs of Clients Ready to Leave Don’t Miss George Clooney in “The Descendents,” Made to Order for Trust Buffs The Trust Advisor subscribers authorize and/or influence the purchase of…  Mutual Funds Precious Metals Alternative Assets Qualified Retirement Plans Variable Annuities Life Insurance Advisor SoftwareClearing ServicesFund AdministrationTrust ServicesEstate Planning ServicesInvestment Management TAMPS (Turn Key Asset Management Programs)Education and TrainingTravel ServicesInvestment ResearchMarketing ServicesLegal or Accounting Services Jerry Cooper, Publisher • (800) 392-8811 • www.thetrustadvisor.com

  3. EditorialCalendar 2012 October 2012Most Important Influential VIPS in the Trust Industry: Inside who’s who in the trust industry for the major players. Twenty-five most influential people who serve trust and wealth management from the client side and the provider side. November 2012Year-End Estate Planning: Gambits and strategies for year-end strategy and client support. Experts discuss new techniques; take advantage of current loopholes in the tax laws before they expire in December. December 2012Trust and Wealth Management Technology Issue: How technology and gadgets play an important role in the trust and wealth management area. How the world and the advisor will change in the future. . 2013 January 2013Predictions for 2013 and Beyond: What to expect in the next four-year horizon. How core trust issues and wealth management issues will affect the advisor for the year. February 2013Advisor-Friendly Trust Companies: Highlighting America’s most advisor-friendly trust companies—who they are and their strong suits. Interviews from representatives of the firms including outside experts. Supplement America’s advisor-friendly trust companies. March 2013The ABA Trust and Wealth Management Conference Issue: The 2013 ABA Wealth Management and Trust Conference unites industry subject matter experts with senior wealth management and trust bankers to participate in smart conversations and provide practical strategies for serving high-net worth clients. April 2013Trust Industry Mergers and Acquisitions: How M&A activity affects the advisor and the trust company alike. Recent transactions that have taken place over the past year, their valuation and why. . Jerry Cooper, Publisher • (800) 392-8811 • www.thetrustadvisor.com

  4. July 2013Outsourced Asset Management Programs: Many trust and advisory firms have found that outwourced providers of their asset management functions are better suited by specialty firms. These include unified managed account providers and turnkey asset management programs. May 2013Building Trust Oriented Portfolios: Wealth managers and advisors alike seek pre-election, recovery-oriented securities and investments for trust portfolios. This issue covers how trust strategists and analysts best see a conservative way for long-term stability and growth. Supplement download: best stock, mutual fund picks for trust portfolios. June 2013The International Issue: High-wealth clients shunned by recent Swiss and offshore banking developments have been reluctant to invest trust assets outside the U.S. In light of the European bank crisis, opportunities exist for long-term growth overseas. This issue covers what to do , who to contact and why. It also covers how to attract high-wealth clients from overseas. Jerry Cooper, Publisher • (800) 392-8811 • www.thetrustadvisor.com

  5. DirectE-Mail Marketing Financial marketers turn to The Trust Advisor as the most productive list for generating qualified leads and sales of financial products and services. Email campaigns to these advisors thus carry the bonus of reaching through them to their wealthy clients who are otherwise difficult to reach. “Our email campaign to the Trust Advisor subscriber list produced $70 million in new assets within six months. —Christopher Holtby, Director, Wealth Advisors Rate: $4,600 AdvertisingOpportunities Top Leaderboard: $2,495Size: 650 x 70 pixelsSuitable for a horizontal ad with room for both copy and visuals. Many feel the top position is the most noticeable. 3 x 2 Rectangle: $1,495Size: 300 x 250 pixelsThe most traditional position for an ad, where readers are most accustomed to see it. It is readily observed because it is placed right next to important copy. Bottom Leaderboard: $1,795Size: 650 x 70 pixelsIdeal for ads with copy only, without visuals. Often chosen for the same reason that a P.S.works at the end of a letter. Many readers always read the bottom of a website page. Jerry Cooper, Publisher • (800) 392-8811 • www.thetrustadvisor.com

  6. WebSeminars The Trust Advisor web seminars bring our high-level audience to your firm’s product or service. With our editors aboard and outside experts, your potential clients see you as a thought-leader and the go-to organization to purchase your firm’s product or service. Web seminars have proven to be the most cost-effective sales and marketing tool of our time. No expensive sales trips, air fare, overnight lodging or office politics to deal with. Your perfect prospect clients become part of your electronic audience while in their home or office for 30 to 60 minutes. Why WebinarsUse web seminars to: Generate quality, cost-effective leads or introduce a new product or service Drive traffic to your web site and sell products Gain audience feedback for the development of a new product Build a greater in-house client list Included Services: Before: Recruit guest speakers and presenters for your webinar Obtain CE credit with CFP, CFA or IMCA Design and deploy three separate e-blasts with three versions to our subscribers for maximum exposure Provide registration and landing pages for your event and send out registration letters  Slide preparation During:Live and polling After:Provide exit surveys, which are recommended to be used to subscribe to in-house newsletters, receive a complimentary whitepaper or to gain feedback on the effectiveness of the program Event summary and statistics Program is archived on our website for six months for future use of the invoices Assistance in preparation of the slides to be presented with the events Rate: $15,000 (800) 392-8811

  7. The Trust AdvisorReports Trust Advisor Special Reports deliver your ad message and positions your firm as a thought leader The Trust Advisor Reports are uniquely authoritative and timely. They are avidly read by wealth managers and advisors alike who rely on us for accurate and useful information. They also respect that our ads are pre-screened for quality and credibility, and presented in an informative manner. That is why ads in our reports are both read and responded to, and offer a big edge over non-advertisers. When they review this report, they will think of you This timely report will carry your company logo on the cover. This accomplishes two things. One, it reminds recipients of your thoughtfulness in providing the report for free every time they refer to it. Two, it reflects your professionalism and expertise in being in the forefront of developments in the trust industry. Ad Production: The Trust Advisor will produce/design ads for advertisers at a rate of$150/hour if requested. Components to produce the ad should be submitted at the time of the contract. Cancellations: Cancellations and changes must be made in writing and may be subject to a short rate. Jerry CooperPublisher, TheTrustAdvisor.com(800) 392-8811www.thetrustadvisor.com Rate: $1,995 Private Branded: $2,495

  8. Financial AdvisorE-Blast Media Comparison Chart Monthly Web Traffic eMail Reach Cost per 1,000 (CPM) Average Open Rate Filled-In Landing Page Cost per Blast % HNW Advisor1 Publication 170,000 51,000 88,710 93,000 48,000 120,000 $4,600 $8,395 $15.800 $22,890 $22,500 $29,925 $44 $80 $350/mo $220/mo Entire list $210 $265 $525 79%2 NA3 NA3 NA3 NA3 22% 105,000 105,000 79,000 109,000 85,000 57,000 12% 10% 10% 9% 10% 18% Yes No No No No No AdvisorOne includes Investment Advisor & Research Magazine WealthManagement.com includes [Registered] Rep & Trusts Estates 1Percent of readership that manages $100 million or more in client assets 2Verified by subscriber survey dated June 30, 2012 3Data not available October 2012 Jerry Cooper, Publisher • (800) 392-8811 • www.thetrustadvisor.com

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