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Emerald Connect
15050 Avenue of Science, Suite 200
San Diego, CA 92128

Telephone: 800.233.2834
Fax: 858.592.6272

Email: Sales@EmeraldTools.com

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About Us

For more than 27 years, Emerald Connect has been the premier provider of solutions-based marketing and technology tools for the financial services industry. Our vast experience in developing innovative, compliance-friendly marketing materials makes us the top choice among professionals who want to stay ahead of the competition.

As a small pioneer in the financial services industry, Emerald published its flagship seminar selling system, The Complete Financial Management Workshop, in 1986. Today, thousands of financial professionals use this comprehensive workshop and dozens of other Emerald products to cultivate trust, develop relationships, and motivate people to do business. As the financial services marketplace has evolved, Emerald’s product line has expanded to include client newsletters, topic-specific seminars, compliant social media content, targeted email marketing, and direct-mail support services that set the benchmark for the industry. Emerald is also the leading provider of mobile-responsive, content-rich websites for financial professionals.

Emerald’s goal as a marketing partner is to help advisors achieve success in prospecting for new business, retaining existing clients, branding their practices, and building profitable businesses.

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