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*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.

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*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.

New Growth

Since early 2000, AdvisorBranding has been working with advisors whose assets, growth and reputations place them in the top 20% of the industry.

The services and strategies we offer are built through our relationships with those advisors – what works, what has value, and what turns successful practices into industry-leading ones.

The questions that follow are designed to uncover which strategies are best suited to you.

Let’s start

New Growth

You create value every day – but is it visible?

What you do needs to be seen before it can be valued.

We’ll show you how to the top professionals in the industry present themselves.

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Vanguard’s latest global study found that future profitability is directly linked with advisors’ ability to serve high-value, high-asset clients.
New Growth

Practice Profile

Question 1
Question 1

Successful advisors generate growth through both active and passive channels, such as referrals and outward marketing.

Thinking of your last new clients, how were these new opportunities introduced to you?

(Select those that apply)

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New Growth

Practice Profile

Question 2
Question 2

It’s well understood—average advice is everywhere.

In order to be seen as exceptional, it’s important to identify a clear natural market and a relevant value proposition.

Considering your professional experience and expertise, for which of the markets below can you provide the most value?

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New Growth

Practice Profile

In a competitive marketplace, your value needs to be distinct and tangible.

Our approach is to articulate and present what makes you different, better and relevant.

“Your brand brings your value to the surface, which creates opportunities for growth.”

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New Growth

Practice Profile

Question 3
Question 3

When faced with a new introduction or opportunity, every advisor turns to certain tools to pique interest, communicate expertise and convey value.

Rank the items in the list below in order of their importance in your sales process (one being most important).

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New Growth

Practice Profile

Question 4
Question 4

Sought-after clients have endless options for advice.

What are you doing to stand apart from your peers?

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A recent survey of 300 clients found that those who have switched advisors did so because they believed they weren’t getting enough personal attention for the fees being paid. This points to a lack of perceived value.
New Growth

Practice Profile

Client relationships are built on trust, professionalism, and knowledge that pertains directly to their needs.

A well-thought-out brand will convey all three.

Through transparent communication and professional, polished collateral, prospective clients will build trust in the value you provide.

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New Growth

Practice Profile

Question 5
Question 5

In an industry that values trust, professionalism and knowledge, what are you doing to demonstrate your capabilities?

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New Growth

Practice Profile

Question 6

Thank you for your answers.

Enter your name, email address and dealer below, and we’ll send our recommendations for growth.

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