Focused Marketing Programs
As an advisor you specialize in creating a plan for your clients’ financial success, let us create a plan for your firm’s success. We know that every firm is unique, which is why we customize the plan and our solutions to meet your needs. Based on research from thousands of advisors we have created "Focused Marketing" three distinct programs based on your goals:
- Client Acquisition Program: Clients want to know that they are working with an expert that will manage and protect their assets, so that they don't have to. This approach is designed to meet your new client acquisition goals by positioning you as the expert in providing wealth management advice and services to your target market.
- Client Retention Program: We all know it's easier to keep an existing client than to find a new one. This program is designed to increase client communications, and build a deeper relationship with your base.
- Wealth Transfer Program: As your clients retire and pass their wealth to their children it is important that you become as much their trusted adviser and financial quarterback as you were to their parents. We are uniquely qualified to plan and execute a program that appeals to the Gen X and Y children of your clients.