Building your business
Our business development team will work with you to discuss strategies and best practices, and help generate ideas and opportunities for you to reach out to your clients, prospects and centres of influence. They can help you plan initiatives to increase sales and revenue, build strategies to incorporate wealth management into your practice and share relationship management strategies to help you maintain an efficient and best-in-class business.
Building your brand
Marketing and advertising, at its core, is informing, creating, updating and communicating solutions that satisfy your clients’ (and prospective clients’) greatest pain points, wants, and needs. Our marketing team will work with you to develop customizable print and online campaigns to help you stay connected to your clients and ensure you have a strong online presence.
The internet, social media and smartphones have changed the way customers research, interact, purchase and review products. As advisor teams increase their use of social media and websites, we can make sure you’re protecting yourself online and provide you with content that you can instantly share with clients, partners, COIs and prospects via your website, on social media, or through email.
If you’re an advisor who wants to grow your book of business, having a strong online presence in today’s economy is as necessary as having a business card. Not only is it a great way to introduce yourself to prospects, it’s also a valuable tool to stay connected with clients, COIs and partners, and it provides a recurring opportunity to help increase your share of wallet.
In today’s world, a strong online presence is a competitive advantage. And we’re here to ensure you can maximize your website and social media profiles to help you stay connected with your network and grow your business.