WORKING WITH ADVISOR WORKS
Our fee structure is built on the “Do It For Me” philosophy, which is aimed at breaking the advisor’s default position of handling existing client service needs over executing marketing/prospecting activities.
PRACTICE ADVANTAGE MEMBERSHIP $350 one time setup + $99/month
Our fee structure is built on the “Do It For Me” philosophy, which is aimed at breaking the advisor’s default position of handling existing client service needs over executing marketing/prospecting activities.
PRACTICE ADVANTAGE MEMBERSHIP $350 one time setup + $99/month
Advisors wishing to work with Advisor Works may enroll in the Advisor Works Practice Advantage membership. All specific programs purchased afterward have their own investment and expense structure. (Available at the bottom of this page)
Your Practice Advantage Membership Includes:
An initial consultation will be held between an Advisor Works professional and the advisor (and staff, at his/her option). This consultation reviews the advisor’s history, current practices, staff, goals, etc. This initial consultation is $350 and includes your first months membership fee.
The Practice Advantage membership will include a monthly Advisor Works Newsletter that will be sent to the advisor, which will include new opportunities that Advisor Works has discovered, cross-pollination of programs that other advisors are having success with, interviews with experts, and other items that will help advisors obtain and keep more clients.
In addition, the Practice Advantage membership will also include one hour of marketing work “Done For You” by Advisor Works. For the first three weeks of every month, advisors will be able, at their discretion, to request any type of marketing, practice development, or other consulting related to the objective of obtaining and keeping more clients. Examples include creating a brochure, designing and doing client research, creating/designing a website, creating a video of the advisor to be posted to the website, etc.
If the advisor does not contact Advisor Works in the first three weeks of the month, one of the Advisor Works consultants will contact the advisor. In the “Do It For Me” way, the Advisor Works consultant will hold the advisor accountable to give his or her full attention to marketing or practice development for at least an hour a month, and will be encouraged to select implementation of marketing and/or practice development programs on a “Do It For Me” basis. If a project launched during the one hour of consulting requires more than an hour of consulting time, it will be priced out by the Advisor Works consultant at a cost of $100 per hour (billed to the nearest ¼ hour) plus pass-through expenses.
Your Practice Advantage Membership Includes:
- Initial Consultation
- Advisor Works Best Practices Monthly Newsletter
- 1 Hour of Marketing Consulting or Marketing Services Done For You Per Month
An initial consultation will be held between an Advisor Works professional and the advisor (and staff, at his/her option). This consultation reviews the advisor’s history, current practices, staff, goals, etc. This initial consultation is $350 and includes your first months membership fee.
The Practice Advantage membership will include a monthly Advisor Works Newsletter that will be sent to the advisor, which will include new opportunities that Advisor Works has discovered, cross-pollination of programs that other advisors are having success with, interviews with experts, and other items that will help advisors obtain and keep more clients.
In addition, the Practice Advantage membership will also include one hour of marketing work “Done For You” by Advisor Works. For the first three weeks of every month, advisors will be able, at their discretion, to request any type of marketing, practice development, or other consulting related to the objective of obtaining and keeping more clients. Examples include creating a brochure, designing and doing client research, creating/designing a website, creating a video of the advisor to be posted to the website, etc.
If the advisor does not contact Advisor Works in the first three weeks of the month, one of the Advisor Works consultants will contact the advisor. In the “Do It For Me” way, the Advisor Works consultant will hold the advisor accountable to give his or her full attention to marketing or practice development for at least an hour a month, and will be encouraged to select implementation of marketing and/or practice development programs on a “Do It For Me” basis. If a project launched during the one hour of consulting requires more than an hour of consulting time, it will be priced out by the Advisor Works consultant at a cost of $100 per hour (billed to the nearest ¼ hour) plus pass-through expenses.
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Options for subscription
Option 1 - Paypal automatic credit card or direct payment
Option 2 - Contact rfriday@advisorworks.ca 416-910-7904 for additional subscription options
Option 1 - Paypal automatic credit card or direct payment
Option 2 - Contact rfriday@advisorworks.ca 416-910-7904 for additional subscription options
STEP 2 - ADVISOR WORKS DONE FOR YOU SERVICES
For pricing on additional Advisor Works Services please complete the form at the bottom of this page.
