ADVISOR WORKS SERVICE OFFERING
We have a unique offering: We will “Do It For You”. Where all other marketing consultants and “Gurus” (Nick Murray, Dan Richards, etc.) 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, etc. 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 else 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’re 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” (Nick Murray, Dan Richards, etc.) 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, etc. 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 else 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’re 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.
ADVISOR WORKS OFFERS THE FOLLOWING SERVICES "DONE FOR YOU"
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