Present yourself as a professional.

Once you generate interest with a new prospect, it’s important to maintain the level of interest, build trust and give them the means to understand the professionalism and depth of your service offering. More than just words, the purpose of the Advancement Pack™ is to advance the relationship from its early stages to a more trusted engagement.

Advancement Pack™

WHAT YOU GET

  • PROSPECTING TOOLKIT™
  • PITCH BOOK BROCHURE (12 PG)
  • PITCH FOLDER
  • BIOGRAPHY INSERT
  • CASE STUDIES
  • SUPPORT MATERIALS (1-3)

KEY FEATURES

  • The Prospecting Toolkit works together with the follow-up materials of the Advancement Pack to initiate a relationship with a prospective client.
  • The pitch brochure allows prospective clients to see your offering in greater detail, so as to reinforce your claims and assure them that you are the better choice.
  • The presentation folder is designed to convey a premium brand, and to package the brochure, inserts and any other presentation materials or proposals brought to a second meeting.
  • Your biography insert showcases your accomplishments, designations and professional focus, while profiling your team and the specialized expertise that you offer.
  • By presenting the client’s situation, your action and the corresponding result, case studies help prospects visualize how your approach might actually help them.
  • We create original presentation tools and add-ons that serve to inform and guide your second or third meeting with a new prospect.
  • PROSPECTING TOOLKIT™

    KEY FEATURES

    The Prospecting Toolkit works together with the follow-up materials of the Advancement Pack to initiate a relationship with a prospective client.

  • PITCH BOOK BROCHURE (12 PG)

    KEY FEATURES

    The pitch brochure allows prospective clients to see your offering in greater detail, so as to reinforce your claims and assure them that you are the better choice.

  • PITCH FOLDER

    KEY FEATURES

    The presentation folder is designed to convey a premium brand, and to package the brochure, inserts and any other presentation materials or proposals brought to a second meeting.

  • BIOGRAPHY INSERT

    KEY FEATURES

    Your biography insert showcases your accomplishments, designations and professional focus, while profiling your team and the specialized expertise that you offer.

  • CASE STUDIES

    KEY FEATURES

    By presenting the client’s situation, your action and the corresponding result, case studies help prospects visualize how your approach might actually help them.

  • SUPPORT MATERIALS (1-3)

    KEY FEATURES

    We create original presentation tools and add-ons that serve to inform and guide your second or third meeting with a new prospect.

When your value is clear, the decision is easy.

At the same time, it serves as a tangible takeaway of your professionalism, so that the prospect can feel confident with her decision. The Advancement Pack™ helps advance the trust level by providing an accurate picture of your offering and presenting you as an expert in your field.

The Advancement Pack™ provides professional, tangible support for:

Be ready when they ask for more.

Connecting to prospects requires broad strokes, but converting them requires a more detailed look at your practice. With both the Prospecting Toolkit™ and Pitch Book, the Advancement Pack™ allows you first to introduce, and then to elaborate on the ideas and features that differentiate you as an advisor.

The Advancement Pack™ can incorporate these distinctive support materials:

A Service Standard
A Service Standard

Detailed Service Overviews
Detailed Service Overviews

Dealer Overview
Dealer Overview

A written Governing Philosophy
A written Governing Philosophy

Specific Product Solutions
Specific Product Solutions

A Communication Agreement
A Communication Agreement

Personal and Team Biographies
Personal and Team Biographies

Sample Plan outline and Service Offering
Sample Plan outline & Service Offering

Learn more about the Advancement Pack™.

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