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BrandLink Digital Package

A Tech-Enabled Program to Strengthen Connections

Ask us how

The conventional process of building trust and acquiring clients has been disrupted.

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?

Linking the Relationship

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.

We created the BrandLink Digital Package to help advisors keep these connections strong.

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.

Program Features

Straightforward

With one-click viewing that eliminates the need for bulky attachments, sending is as easy as sharing a link and all content is downloadable

Seamless

Our material is adaptive to all screen sizes, creating seamless experiences for remote viewing and limited-contact relationships

Custom

Our team helps you focus your message and establish fully custom digital tools

Compliant

The BrandLink package includes a clear process of compliance review and revision

Polished

We help ensure you’re perceived as a leading specialist by those looking for more than just average service

Introducing BrandLink into Your Practice

Enable more referrals.

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.

Tell your story and advance new relationships.

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.

Target high-net-worth markets.

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.

Branch out into a larger geographical area.

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?

Provide timely communications.

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.

Elevate both in-person and remote meetings.

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.

Make your value clear to A-level clients.

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.

Get more information on the BrandLink Digital Package.

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