Where do you want your practice to be in one year?

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™.

Core Components of the Advisor ProSystem™

WHAT YOU GET

  • BRANDING EXERCISES
  • CORE BRAND AND VISUAL IDENTITY
  • ONE-TO-ONE BRAND CONSULTATION
  • MARKETING MATERIALS
  • PREPARATION OF ATF™ TOUCH POINTS
  • 6-MONTH ATF™ MARKETING TACTIC,
    PROSPECTING INITIATIVE
  • PROSPECTING SUPPORT

KEY FEATURES

  • 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.
  • BRANDING EXERCISES

    KEY FEATURES

    Our Brand Identifier™ workbook and project exercises help to define your individual brand direction, marketing plans and content of the Prospecting Toolkit™.

  • CORE BRAND AND VISUAL IDENTITY

    KEY FEATURES

    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 BRAND CONSULTATION

    KEY FEATURES

    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.

  • MARKETING MATERIALS

    KEY FEATURES

    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.

  • PREPARATION OF ATF™ TOUCH POINTS

    KEY FEATURES

    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.

  • 6-MONTH ATF™ MARKETING TACTIC,
    PROSPECTING INITIATIVE

    KEY FEATURES

    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.

  • PROSPECTING SUPPORT

    KEY FEATURES

    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.

A turnkey one-year prospecting program designed to acquire new clients.

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

Identify your natural audience

Create professional collateral for introductions

Create professional collateral for introductions

Source out warm introductions and personal leads

Source out warm introductions and personal leads

Engage in person-to-person introductions

Engage in person-to-person introductions

Initiate the trust conversation

Initiate the trust conversation

Begin to delight the prospect with a personal introduction

Begin to delight the prospect with a personal introduction

Target ~500 warm prospects

Target ~500 warm prospects

Arrange and schedule weekly appointments

Arrange and schedule weekly appointments

Improve your sales process with a proven marketing system

Improve your sales process with a proven marketing system

Advisor ProSystem™ includes:

(12 month overview)

Brand Identifier™ workbook and review to initiate branding process (first month)


Project exercises and reference centre for brand development (first month)


Full design and development of custom Prospecting Toolkit™ (months two to four)


Set-up of ATF™ Marketing Tactic program (sixth month)


Full printing of Q500 prospecting toolkits (all items)


6 months' enrolment in ATF™ Monthly Marketing Tactic


Targeted personal mailing and introductions to ~500 prospects


Arrange and schedule appointments (approx. 1/week)

Get the details.

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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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