Tools and Downloads
Our Financial Planner Program is one of our niche marketing packages. It is designed to be built on the value add proposition and VIP benefit package that you have put together for your clients as part of our core Private Client Group system. We advocate implementing the Private Client Group (PCG) system first, the Business to Business (B2B) second then expand your marketing into niche groups based on your Archetype, Values and Strengths.
Philosophy and Methodology
Our niche marketing packages and programs are designed to be specific and build loyalty within a group by providing Wealth Management type of VIP service. The attached downloads are PDF’s to give you a feel and flavor of the tone and messaging that has been working for our clients for years. We don’t advocate using plug and play marketing because we believe in luxury real estate, branding is so essential. We walk through a brand assessment with each of our clients to make sure they are strategically positioned within their specific marketplace.
Please use the Financial Planner PDF as a launch point that is designed to be placed within your branding. The magic is in your implementation and execution. We are also happy to share the original InDesign files with you or your marketing person as well. Make sure you are using your fonts, colors, logos, photography and other regulatory requirements.
The messaging was initially designed for direct mail, however has also proven just as effective in social and other media outlets. We advocate you target Financial Planners and Advisors in your market area. LinkedIn is a great tool for this pool.
May our niche marketing packages and Financial Planner program bring as much good fortune as it has to our other clients over the years. As always, feel free to contact us anytime if you have any questions.