Convey the professionalism of a premium advisory

The Private Client Pack™ is our most in-depth program for advisors looking to bring in more new business through a defined brand. The package includes:

The Private Client Pack™

WHAT YOU GET

  • BRAND IDENTIFIER™ WORKBOOK
  • PROSPECTING TOOLKIT™ WITH Q1000 PRINT
  • IDENTITY DESIGN
  • PITCH BOOK AND FOLDER
  • CASE STUDIES
  • SUPPORT MATERIALS (UP TO 3)
  • POWERPOINT PRESENTATION
  • WEB SOLUTIONS
  • PHOTOGRAPHY & VIDEOGRAPHY
  • ATF™ MONTHLY MARKETING TACTIC SETUP

KEY FEATURES

  • Our discovery workbook allows us to gain the insight we need to start defining your practice’s Strategic Significance, Selective Services and Unique POS Approach.
  • Two Prospecting Toolkits capture your relevance with distinct natural markets and allows for targeted introductions. The Private Client Pack includes Q1000 kits in print.
  • Your logo is designed to reflect your unique brand and to establish visual consistency across all the mediums and deliverables within your Private Client Pack.
  • The pitch book presents the details of your service and your approach, so that you can reinforce your brand and advance the relationship with prospective clients.
  • By profiling individual client scenarios, your case studies show your service in another light, helping prospects gain a better understanding of the value you offer.
  • Support materials can include a range of deliverables that serve to advance the conversation during an early meeting with prospective clients.
  • Bring your core PowerPoint into line visually and conceptually with your branded deliverables to build trust with current and prospective clients.
  • By creating a custom site, we help you to be perceived as different and better than the average. We build your site to be responsive, relevant and consistent with your brand.
  • Original images and videos of your team and office space allow prospects to get a glimpse into the culture of your practice, adding depth and authenticity to your brand.
  • We prepare each item involved in your ATF marketing initiative, so that you can transition directly into the deployment and prospecting phase.
  • BRAND IDENTIFIER™ WORKBOOK

    KEY FEATURES

    Our discovery workbook allows us to gain the insight we need to start defining your practice’s Strategic Significance, Selective Services and Unique POS Approach.

  • PROSPECTING TOOLKIT™ WITH Q1000 PRINT

    KEY FEATURES

    Two Prospecting Toolkits capture your relevance with distinct natural markets and allows for targeted introductions. The Private Client Pack includes Q1000 kits in print.

  • IDENTITY DESIGN

    KEY FEATURES

    Your logo is designed to reflect your unique brand and to establish visual consistency across all the mediums and deliverables within your Private Client Pack.

  • PITCH BOOK AND FOLDER

    KEY FEATURES

    The pitch book presents the details of your service and your approach, so that you can reinforce your brand and advance the relationship with prospective clients.

  • CASE STUDIES

    KEY FEATURES

    By profiling individual client scenarios, your case studies show your service in another light, helping prospects gain a better understanding of the value you offer.

  • SUPPORT MATERIALS (UP TO 3)

    KEY FEATURES

    Support materials can include a range of deliverables that serve to advance the conversation during an early meeting with prospective clients.

  • POWERPOINT PRESENTATION

    KEY FEATURES

    Bring your core PowerPoint into line visually and conceptually with your branded deliverables to build trust with current and prospective clients.

  • WEB SOLUTIONS

    KEY FEATURES

    By creating a custom site, we help you to be perceived as different and better than the average. We build your site to be responsive, relevant and consistent with your brand.

  • PHOTOGRAPHY & VIDEOGRAPHY

    KEY FEATURES

    Original images and videos of your team and office space allow prospects to get a glimpse into the culture of your practice, adding depth and authenticity to your brand.

  • ATF™ MONTHLY MARKETING TACTIC SETUP

    KEY FEATURES

    We prepare each item involved in your ATF marketing initiative, so that you can transition directly into the deployment and prospecting phase.

The Private Client Pack™ provides the following benefits:

The Private Client Pack™ includes:

A Service Standard
Brand Identifier™ Workbook and review to initiate branding process

Detailed Service Overviews
Project binder and reference centre for brand development

Dealer Overview
Identity design with logo development and branded stationery

A written Governing Philosophy
Full design and development of custom Prospecting Toolkit™ or Connector kit™

Specific Product Solutions
Pitch brochure and Advancement™ materials for face-to-face presentations

A Communication Agreement
Case studies and support material


Personal and Team Biographies
Web design and development with optional blog functionality

Sample Plan outline and Service Offering
Setup of LinkedIn profile

Sample Plan outline and Service Offering
On-site photoshoot (full rights & usage)

A comprehensive brand shows the depth in your practice

From initiating relationships to advancement and conversion, the Private Client Pack™ bundles the materials you need to convey your value, with the systems you need to connect to prospects. The result is a highly professional brand that helps prospects see your practice as comprehensive and well-established.

Find out how to build your own Private Client Pack™.

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