Private Client Pack

Engage opportunities with relevant HNW collateral and positioning

Convey the professionalism of a leading specialist.

Further Your Practice with High-Net-Worth Positioning

When targeting high-net-worth opportunities your biggest competition is often the advisor relationship that’s already in place. The specialization you present, the professionalism you convey and the relevance you show need to be well defined in order for the individual to seriously consider the service you provide.


The Private Client Pack includes:

  • Brand Identifier Exercise
  • Prospecting Toolkit
  • Identity design
  • Pitch book and folder
  • Case study inserts
  • Support materials (up to 3)
  • Digital presentation pack
  • Web solutions and development
  • LinkedIn setup

The Private Client Pack will convey your professionalism, experience and depth, with the following additional benefits:

  • Establish greater consistency within all touch points of your brand
  • Convey specialized expertise relevant to a high-net-worth market
  • Present a look and feel of a well-established practice
  • Demonstrate credibility and professionalism
  • Create useful collateral and messaging for introductions, new client opportunities and existing client relationships
  • Define and improve your client experience

Present a comprehensive service through a comprehensive brand.

The Private Client Pack is our most in-depth program for advisors looking to show greater relevance and value through a defined brand. It ensures all outward-facing touch points are targeted, branded and engaging.

Are you interested in our ideas?
Let’s talk.

Strengthen opportunities with a brand that conveys comprehensive expertise and professionalism.

A Comprehensive Platform to Position Your Practice for Private Clients

The Private Client Pack is a fully developed program for advisors looking to position their practices for private clients. It allows you to present the professionalism of a leading practice in order to build new opportunities and client relationships through a defined brand.

“Professional, practical and an outstanding way to build a brand around your key product – you”

Michael Evans
Senior Vice President, Regional Sales Manager
Mackenzie Financial

Target and position your expertise towards multiple natural markets.

The Private Client Pack™ bundles the materials you need to convey your relevant value, with the systems you need to connect to new opportunities.

“With the Private Client Pack™, everything that the potential client sees demonstrates consistency – from professionalism and expertise, to natural market relevance. This is invaluable when building relationships and introducing prospective clients to your practice.”

Jeff Malcolm, President

Find out how to build your own Private Client Pack

Our Recent Thoughts

Nov 6, 2018
Capturing an Exciting New Independent: A Day at Sanctuary Wealth

Just back from Indianapolis, Indiana – we wrapped up a productive day with the senior leadership at Sanctuary Wealth Partners. It’s exciting to be working with a new independent looking to stand apart in the industry.  Sanctuary is doing it differently, […]

Read more >
Jun 8, 2018
TD Atlantic Connect: An Amazing and Productive Experience

I’ve just finished up at TD’s Atlantic Connect event, and I want to thank everyone involved for an amazing experience. The atmosphere was buzzing with ideas and insights, and it was great to hear the perspectives of such a wide […]

Read more >
Jun 5, 2018
TD Atlantic Connect: A Few Days of Idea Sharing and Growth Strategy

I’ll be presenting at TD Wealth’s annual Atlantic Connect event for leading TD advisors in Atlantic Canada. Atlantic Connect is an event hosted by TD PWM in beautiful Fox Harb’r, Nova Scotia. It’s purpose is to connect TD’s Atlantic Canada advisors with […]

Read more >