Build up brand consistency in 3 mediums.

Brand consistency strengthens perceptions amongst prospects, clients, and COIs. The Brand Pack™ allows you to send the same message through print, online and face-to-face, each one supporting and reinforcing the others, so that you can improve the consistency and impact of your brand positioning.

The Brand Pack™

WHAT YOU GET

  • PROSPECTING TOOLKIT™
  • IDENTITY DESIGN
  • WEB SOLUTIONS
  • PITCH BOOK AND FOLDER
  • CASE STUDIES
  • SUPPORT MATERIALS

KEY FEATURES

  • With the help of the Brand Identifier™ Workbook, the Prospecting Toolkit establishes a targeted and personal introduction for natural market opportunities.
  • Your custom logo is designed to create a professional, premium look. It is applied to all materials, including the core stationery items that first establish contact with prospects.
  • The online medium is a versatile tool, which not only improves consistency in your brand, but also allows for opportunities with current and future clients.
  • The pitch book bridges the 3rd main touch point for prospects, the face-to-face meeting. It shows depth and continuity, while packaging proposals and other inserts in a professional deliverable.
  • Each case study insert allows you to communicate a central service or benefit, and it also helps to customize the package to each individual.
  • Support materials can include a range of deliverables that serve to guide the conversation and add credibility to your brand.
  • PROSPECTING TOOLKIT™

    KEY FEATURES

    With the help of the Brand Identifier™ Workbook, the Prospecting Toolkit establishes a targeted and personal introduction for natural market opportunities.

  • IDENTITY DESIGN

    KEY FEATURES

    Your custom logo is designed to create a professional, premium look. It is applied to all materials, including the core stationery items that first establish contact with prospects.

  • WEB SOLUTIONS

    KEY FEATURES

    The online medium is a versatile tool, which not only improves consistency in your brand, but also allows for opportunities with current and future clients.

  • PITCH BOOK AND FOLDER

    KEY FEATURES

    The pitch book bridges the 3rd main touch point for prospects, the face-to-face meeting. It shows depth and continuity, while packaging proposals and other inserts in a professional deliverable.

  • CASE STUDIES

    KEY FEATURES

    Each case study insert allows you to communicate a central service or benefit, and it also helps to customize the package to each individual.

  • SUPPORT MATERIALS

    KEY FEATURES

    Support materials can include a range of deliverables that serve to guide the conversation and add credibility to your brand.

Create the look and feel of an expert in your field.

While developing and building upon your distinct brand, these 3 deliverables also represent essential points in the prospecting cycle and provide real value in advisors' efforts to achieve greater growth.

New Introduction
New Introduction

Online Presence
Online Presence

Face-to-Face Presentation
Face-to-Face Presentation

Get more info on the Brand Pack™.

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