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Tools and Downloads

Our Investor 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 Investor Program 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 those owners who have between 3-10 properties.  Typically, over that they are dealing with a professional management company.  Under that, you are picking up those who aren’t really seasoned investors.  Your preferred title company can help you with that search.

May our niche marketing package and Investor 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.

 

B&P Investor Program Download

 

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