Advisor Resource Request Form

Advisor Website Name or URL*
Advisor Email*
Select Resources*
Resources Tab Options
Display the “Resources” tab on my advisor website along with the other options I select on this form.
- Yes, show the Resources Tab
Display the “Resources” tab on my advisor website along with the other options I select on this form.
These may include seasonal articles or materials (i.e. Year End Checklist) which Marketing will select.
- Yes, show Featured Articles on my Resources Tab
These may include seasonal articles or materials (i.e. Year End Checklist) which Marketing will select.
Include in above, Marketing will also select specific DAM content to include within the Featured Articles select, e.g. DAM Quarterly Update
- Yes, include DAM related content in Featured Articles
Include in above, Marketing will also select specific DAM content to include within the Featured Articles select, e.g. DAM Quarterly Update
If you would like to include articles or materials not listed here, email website@investdavenport.com

Select Resources