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The Investment Center understands marketing is crucial to your success in the independent world. We strive to bring you the product, concepts and materials to help you market yourself to customers and prospects. | ||
Regional Education Meetings Meetings are designed for you to hear product information from our Education Partners and sales ideas from your piers. We generally hold three meetings per year at three different locations. | ||
Product Marketing We blast out weekly emails regarding business-building ideas and products. | ||
Seasonal Marketing Seasonal marketing can be a valuable way to solicit existing or new clients. We will provide you with the necessary tools to help take advantage of various opportunites throughout the year. | ||
Websites To be competitive in the independent world, you need a website; chances are, your competitors are already on the web. Having your own website couldn't be easier. The Investment Center has made special arrangements with Emerald Publications and Advisor Square to help you create your own internet presence. | ||
Client-Approved Articles You'll have access to our growing database of client-approved education articles. | ||
Forefield Advisors The Investment Center has a relationship with Forefield Advisors; Forefield offers pre-approved customer presentations, case studies, newsletters, and more. | ||
Resource Links We provide you with informative links to various government sites, calculators, qualified plan information, and other industry-related sites. | ||
401(k) Platform Comparison 401Konnect allows you to compare the different platforms available to you as an Investment Center representative. | ||
Client Newsletters On a regular basis, bringing even the most basic industry information can be a very valuable and powerful way to stay in front of your clients. Many of our representatives successfully utilize the newsletters of Emerald Publications and Forefield Advisors. | ||
The Investment Center helps you build your brand with a custom brochure.
A custom brochure is an excellent way to present your practice in its best light while providing your prospective clients with information that can help boost your credibility. Our marketing team has created an effective, professional brochure, which incorporates the following elements:
- An eye-catching cover page that welcomes prospective clients to your firm.
- Includes detailed information about who you are and the special services your firm provides.
- Explains the importance of working with an independent advisor. Covers such matters as the wealth management solutions that your firm provides, the significant resources your firm has access to and your ability to create a customized investment plan that is suited towards your client's goals and objectives.
- Includes a description of who The Investment Center and Inc. and Pershing are.
From start to finish, our marketing team will work one on one with you to customize a brochure that reflects the look and feel of your practice.
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