Increased assets? New clients? Better systems? For most advisors, it's all about consistent annual growth. However, the reality is that in today's economy the only way to do that is with brand positioning, a clear marketing strategy and a lot of excess time to invest in it. This is why we created the Advisor ProSystem™.
Our Brand Identifier™ workbook and project exercises help to define your individual brand direction, marketing plans and content of the Prospecting Toolkit™.
The natural market speciality, Strategic Significance™, Selective Services™, Unique POS Approach™, with custom-built wordmark/tradename, graphic treatments and other key elements for your brand’s unique visuals and messaging are all packaged together into a proprietary customized introductory mailer.
One-to-one consultation with your own professional branding team to develop your professional imagery and graphic treatments. These are applied across all elements and formatted to suit the unique toolkit design, as well as a professional bio card to reinforce your expertise.
A quantity of 500 Prospecting Toolkits are included. We will print, die cut and assemble for distribution, which are to be used throughout the initial 6-month period of the ATF™ Monthly Marketing Tactic.
The ATF™ Setup process involves building out your LinkedIn marketing strategy, updating all elements of your LinkedIn profile and compiling the key materials in the one-to-one prospecting approach, which include the GSR (Goal Set Review) Proposal, introduction letter and personal note card message.
During each week of the 6-month marketing component we will source prospects, assemble and package kits for mailing, make telephone contact with every lead and schedule approx. 1 appointment per week while providing weekly/monthly tracking and reporting to monitor program success.
Ongoing resources and consultation throughout the branding exercise and marketing process, as well as clear reporting and open communication with our brand specialists and ATF™ team.
We will work with you to position yourself as a specialist, use custom branded print collateral to make personal introductions and win new business. Our program will identify, contact and set up appointments with individual prospects.
Over 12 months, the Advisor ProSystem™ will convey your expertise, specialization and industry knowledge, with the following additional benefits:
Identify your natural audience
Create professional collateral for introductions
Source out warm introductions and personal leads
Engage in person-to-person introductions
Initiate the trust conversation
Begin to delight the prospect with a personal introduction
Target ~500 warm prospects
Arrange and schedule weekly appointments
Improve your sales process with a proven marketing system
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By identifying what you want to achieve,
we can create the path that will lead you there.
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the next steps to achieving growth in your practice.
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