WELCOME TO ADVISOR WORKS
Consultants are on a never ending quest to find that key combination of marketing programs to economically and reliably bring in new clients, and that key practice management blueprint to economically keep those clients.
Through our research, it became apparent to us, that the consultants greatest challenge was not finding the ideal marketing program or practice development initiative, the challenge was implementing the programs and initiatives that already exist.
The issue is how, not what... And we believe we’ve found the answer.
Consultants are on a never ending quest to find that key combination of marketing programs to economically and reliably bring in new clients, and that key practice management blueprint to economically keep those clients.
Through our research, it became apparent to us, that the consultants greatest challenge was not finding the ideal marketing program or practice development initiative, the challenge was implementing the programs and initiatives that already exist.
The issue is how, not what... And we believe we’ve found the answer.
THE ADVISOR WORKS UNIQUE SELLING PROPOSITION
We have a unique offering: We will “Do It For You”.
Where all other marketing consultants and “Gurus” will tell you how to do it, we’ll go the extra mile and Do It For You.
This ensures you don’t fall victim to the common pattern that many advisors know all too well: they get excited about a marketing program, sign up, spend money, buy the materials, but fail to implement. Day-to-day activities, client meetings and service issues get in the way.
In the Do It For You model, Advisor Works ensures it gets done.
The “Do It For You” offering is unique in the Canadian marketplace. We will, for example, do your newsletters for you, right from conception to delivery to your clients. Or, we will do a seminar for you, right from topic selection, to ads, to room selection and set up, to development of the Powerpoint slide presentation, to Compliance approval, to on-site participation assistance during the seminar itself.
We can Do It For You because we are former financial advisors and administrators/assistants.
We’ve Done It For Ourselves, we’ve Done It For Others, and we can Do It For You.
We have a unique offering: We will “Do It For You”.
Where all other marketing consultants and “Gurus” will tell you how to do it, we’ll go the extra mile and Do It For You.
This ensures you don’t fall victim to the common pattern that many advisors know all too well: they get excited about a marketing program, sign up, spend money, buy the materials, but fail to implement. Day-to-day activities, client meetings and service issues get in the way.
In the Do It For You model, Advisor Works ensures it gets done.
The “Do It For You” offering is unique in the Canadian marketplace. We will, for example, do your newsletters for you, right from conception to delivery to your clients. Or, we will do a seminar for you, right from topic selection, to ads, to room selection and set up, to development of the Powerpoint slide presentation, to Compliance approval, to on-site participation assistance during the seminar itself.
We can Do It For You because we are former financial advisors and administrators/assistants.
We’ve Done It For Ourselves, we’ve Done It For Others, and we can Do It For You.