QR Code for Financial Advisors

Place QR codes on seminar invitations, direct mail pieces, and community event materials linking to a free consultation booking page. At events, display QR codes on presentation slides and table materials so attendees can immediately schedule a follow-up meeting.

Yes. Create a QR code linking to your secure client portal login page and display it on account statements, office signage, and welcome packets. This gives clients a fast, convenient way to access their accounts from their phone.

Yes. QR codes are widely accepted in financial services marketing. Ensure the landing page complies with your firm's advertising guidelines and includes required disclosures. Many broker-dealers now include QR codes in their approved marketing templates.

Effective placements include business cards, brochures, seminar materials, office reception, client newsletters, annual review packets, and community event sponsorship banners. Each code should link to a specific action relevant to its context.

Yes. NexaLink provides scan analytics including total scans, unique visitors, dates, and locations. This data helps you measure which marketing materials and events generate the most prospect engagement, allowing you to refine your outreach strategy.