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:
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.
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.
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