We created the BrandLink Digital Package to help advisors keep these connections strong.
Please complete the form below and we’ll send you a sample toolkit.
*Thank you for the interest. Kindly note, we will forward the material request and follow up with you directly for the purpose of a one-to-one review between you and our team lead. You will NOT be contacted if your details are not complete or industry specific. We will NOT provide your contact details to others, we will NOT put you in an email list, or SPAM you.
Complete the form below and we’ll send you our collateral.
*Thank you for the interest. Kindly note, we will forward the material request and follow up with you directly for the purpose of a one-to-one review between you and our team lead. You will NOT be contacted if your details are not complete or industry specific. We will NOT provide your contact details to others, we will NOT put you in an email list, or SPAM you.
Please complete the form below and we’ll get in touch.
*Thank you for the interest. Kindly note, we will forward the material request and follow up with you directly for the purpose of a one-to-one review between you and our team lead. You will NOT be contacted if your details are not complete or industry specific. We will NOT provide your contact details to others, we will NOT put you in an email list, or SPAM you.
As the new normal begins to take shape for advisors, it’s becoming clear that this disruption has had an indelible effect on the in-person component of client relationships.
How do you build trust when in-person contact is limited? How do new opportunities get a sense of what it’s like to work with you? How are your client relationships faring with less face time? How are you sharing your story to prospective clients?
With face-to-face meetings and personal contact reduced, the tools you use to tell your story take on a greater role within current and prospective client relationships, especially when it comes to forming connections.
With digital collateral designed to function effectively in a reduced-contact setting, we help you reinforce your value with a level of professionalism that strengthens trust in the services you provide.
According to Morningstar’s 2020 Financial Marketing Report, word-of-mouth referrals remain the top source of new business for advisors. With digital material that is easy for clients to share with others, and memorable for those who receive it, you can start tapping into a new level of growth.
As a follow-up or an early point of contact with a new lead, the BrandLink package can help you establish the right perceptions for those who are just getting to know you. It enables you to tell your story effectively while creating an engaging experience for new opportunities.
When certain in-person aspects of the trust-building process play a lesser role, it’s essential to replace them with tools that convey the premium, specialized nature of your practice. BrandLink collateral is designed to help you target high-net-worth individuals through focused messaging and seamless delivery.
For many advisors, strong digital collateral not only supports new and existing relationships, but it also opens up new possibilities. If you can successfully manage limited-contact relationships, what’s keeping you from rethinking the areas your practice can serve?
When your newsletters and market commentary maintain a high standard of professionalism, you can engage clients at crucial moments in the relationship. Polished digital communications can help ensure your clients always feel that they are in good hands.
80% of advisors in Morningstar’s 2020 report stated that in-person meetings are the most effective way to build client relationships. The right tools can help you extend that power to remote meetings, and elevate the experience for those you do see in person.
By showing the full depth of service you provide to those who work with you, you can enable value recognition and reinforce relationships with those A-level clients who are central to your practice’s growth and success.