- Impactful social media plans & management
- Newsletters & market updates
- Corporate branding & re-branding
- Engaging brochures & other materials
- Marketing & business development plans
- And much more...
- Offer impactful client loyalty and retention programs through: powerful client engagement, communication and education processes
- Develop cross-selling opportunities through client insight – allowing franchisees to offer clients exactly what they are looking for
- Build and implement campaigns that deliver results – Critical Illness Insurance, Long-term Care Insurance, RRSP, TFSA, etc.
- Create effective customized programs and materials to help advisors deal with increased regulatory challenges – such as CRM2
- Produce referral campaigns, programs and events that have a laser-like focus on not just getting any referral – but the right ones - that will turn into ideal clients
- And much, much more...
BY Working directly FOR YOU WE CAN BUILD...
By Working directly with your FRANCHISEES we can...
- Unforgettable event and meeting plans
- Motivating sales & promotional campaigns
- Advisor satisfaction surveys
- Advisor incentive & retention plans
- CRM2 - Client education plans for advisors