As a financial planner, your expertise is in understanding the complex world of financial planning, investments and wealth management. That’s what engenders the trust of your clients. But there’s more to successful business development than just having the best product or service. You also have to bring in the right clients and gain their loyalty.
Marketing may not be your strength, you may not like doing it or you may simply be too busy to focus on doing it right. So do the smart thing — delegate the effort to an expert — someone who understands your situation, recognizes and supports your dreams, and has the skill to make them a reality.
Fees for our services are structured to meet the varied needs of our clients:
If you’re interested in working with us, contact our project coordinator, Teresa Law. Depending on your needs, she’ll either send you additional information or schedule a complimentary 30-minute Get Acquainted Appointment with the appropriate members of our team. This initial call allows us to determine mutual goals and identify the scope of services. If the relationship is a right-fit, we’ll explain next steps and move forward together.
Already decided? If you’re ready to move forward with one of our Turnkey Packages, just follow the instructions on the information and rate sheet(s) provided. If you have any questions, Teresa is your first point of contact.
Here is a PDF with examples of recent work for our financial advisor clientele: