“Growth” is not a strategy.

Implementing a strategic approach to your sales and marketing program will add clarity, consistency and deliberateness to your new business development efforts. Armed with a genuinely differentiated “story” and value proposition, the deliberate and consistent execution of a strategic sales and marketing plan will attract the right clients for your firm, open new market segments and catalyze profitable growth.

Sales & Marketing Program Development

We partner with you through a comprehensive process that culminates with a strategic sales and marketing plan that is actionable and reflective of your unique circumstances and resources. Our planning and implementation process consists of six phases:

• Situational Analysis
• Goals & Objectives
• Strategy Formulation
• Tactics
• Implementation
• Monitoring & Control

As practitioners, we grew to appreciate the iterative and long term nature of implementing effective new business development efforts. So, while our preference would always be to partner with you through comprehensive planning and execution, we also deliver project-based solutions that focus on specific aspects of our process.

Examples of Custom Projects

Social Media/Internet Strategy Social media has earned a permanent spot in the investment advisor’s marketing tool box. AdvisorAssist will empower you to capitalize on these powerful tools and enhance your brand while remaining compliant with regulatory mandates. Our team’s success in search engine optimization (SEO) and Internet marketing, coupled with our compliance resources coalesce into a powerful resource for your firm.

Due Diligence Preparedness For many advisors, formal due diligence is a key component to their client acquisition process. Even if your sales process does not include formal due diligence, an understanding of these concepts will leave your firm in an improved competitive position by allowing you to engage prospects on due diligence topics that are important to them. Our team has successfully navigated the most stringent due diligence processes in our industry.  Our multi-disciplinary approach imparts this experience and will prepare you to embrace due diligence confidently.