INCREASE YOUR RETURN
ON INVESTMENT
SHOWCASE YOU AND
YOUR MESSAGE
ABOUT US
05
TEAM
06
CONCERT SAMPLES
07
INITIAL PACKAGE
08
CONCERT SAMPLES
09
ADVISOR SAMPLES
11
WHO ARE WE?
WHAT DO WE DO?
CONCERT Advisor Marketing is full service, creative, graphic design, and marketing agency that builds marketing strategies to separate Financial Advisors from their competition.
From custom logo design to brochures to company websites, we tell your story and help develop the image you want to project to prospects as well as clients.
WHO DO WE DO IT FOR?
HOW DO WE DO IT?
CONCERT Advisor Marketing works with Financial Advisors who are in transition to independence or already independent Advisors.
We create a customized marketing plan and strategy for your specific needs. Our process allows you to measure, manage and improve your current or future business. Our goal is to help you grow and be successful. EVALUATE YOUR: - Current situation - Goals PROVIDE OPTIONS - Marketing plan IMPLEMENT PLAN MONITOR PLAN
ADRIANA HAMMOND
Adriana is an industrial designer and multimedia specialist with an Integrated Marketing certificate from San Francisco State University. She has over 10 years of advertising and agency experience working in different areas of marketing and branding. She has worked for national and international clients managing marketing campaigns and strategies. Adriana is also a Financial Advisor.
TEAM
KIM GARDNER
Kim has over 20 years technical publications experience. Prior to joining CONCERT in 2011, she worked as a technical writer at Microsoft IPTV. She has also worked at such companies as Hitachi Data Systems and at Fisher Investments where she helped establish a technical publications department. Kim has a B.A. in Journalism and an A.A. in English.
RESIGNATION DATE
Email Blast sent to clients
Printed postcards sent to
clients
Biography uploaded to
CONCERT WM or CONCERT Advisors (LPL)
Press release sent to the
media
Advisor website turned on
POST-TRANSITION
A la’ carte marketing
services
Site maintenance
CONCERT WM and Advisor sites
Printing and shipping
marketing materials
Brand strategy
PRE-TRANSITION
Brand and logo creation
Stationery brand set up
and custodian logo
Email blast set up
Website set up and
development/transfer
- Biography development
(professional logo needed)
MARKETING TRANSITION PROCESS
INITIAL PACKAGE
We understand that your credibility is your most important asset, and there’s no room for error when articulating your value proposition. That’s why we’ve designed a range of value-added marketing services to support the growth and development of your practice. In addition to our a la’ carte services and monthly packages we provide to our Advisors an initial transition package that includes:
Printed business cards and printed envelopes
Printed announcement postcard sent to your clients
Email blast announcement sent to your clients
Word letterhead and Word fax cover
Biography and photo posted on CONCERT WM website
Your Address, Suite # City, State Zip Code Tel 000.000.0000 I eFax 000.000.0000 [email protected] www.concertwm.com
Name, Credentials® | JOB TITLE CONCERT Company Consulting Name, Inc
SPECIALIST TITLE (IF ANY)
Advisory services offered through CONCERT Wealth Management, an SEC Registered Investment Advisor.
Your Address, Suite # City, State Zip Code Tel 000.000.0000 I eFax 000.000.0000 [email protected] www.concertwm.com
Name, Credentials® | JOB TITLE
CONCERT Company Consulting Name, Inc SPECIALIST TITLE (IF ANY)
Advisory services offered through CONCERT Wealth Management, an SEC Registered Investment Advisor.
Address, Suite City, State Zip
Printed envelopes Word letterhead and fax cover
Printed Business Cards
Advisory services offered through CONCERT Wealth Management, Inc., an SEC Registered Investment Advisor.
INITIAL TRANSITION PACKAGE
CONCERT BRAND
NAME LAST JOINS
NAME LAST JOINS
Printed announcement postcard sent to your clients
Email blast announcement sent to your clients.
GoToMeeting meeting with clients to go over the packages.
Biography and photo posted on CONCERT WM website
Press release published on Financial publications
RENÉ NOURSE, CFP®
841 Apollo Street, Suite 320 El Segundo, CA 90245 Tel 424-277-2260 Toll Free 866-976-6263 Fax 424-224-5029 [email protected]
Advisory services offered through CONCERT Wealth Management, Inc., an SEC Registered Investment Advisor.
841 Apollo Street Suite 320 El Segundo, CA 90245
RENÉ NOURSE, CFP®
841 Apollo Street, Suite 320 El Segundo, CA 90245Tel 424-277-2260 Toll Free 866-976-6263 Fax 424-224-5029 [email protected]
Advisory services offered through CONCERT Wealth Management, Inc., an SEC Registered Investment Advisor.
INITIAL TRANSITION PACKAGE
ADVISOR BRAND
Printed envelopes Word letterhead and fax cover
Printed Business Cards
Printed announcement postcard sent to your clients
Email blast announcement sent to your clients.
GoToMeeting meeting with clients to go over the packages.
Biography and photo posted on CONCERT WM website
Press release published on Financial publications
WE UNDERSTAND THAT YOUR CREDIBILITY IS YOUR MOST
IMPORTANT ASSET, AND THERE’S NO ROOM FOR ERROR WHEN
ARTICULATING YOUR VALUE PROPOSITION.
WE DELIVER INTEGRATED MARKETING CAMPAIGNS FOR
FINANCIAL ADVISORS THAT CAN BE TRANSLATED ACROSS MEDIA
PLATFORMS—FROM WEB TO PRINT TO LIVE EVENTS.
SAMPLE
ADVISOR
SITES
Fontis Wealth Managementhttp://www.fontiswm.com Features
Featured videos
Dynamic images, calculators Urban Wealth Management
http://www.urbanwm.com Features
Logo design by CONCERT
Market Data section
Casilio Leitch WM http://www.clpwm.com Features
Shortcut toolbar
“Accordion” effect CONCERT Private Wealth
http://www.concertprivatewealth.com Features
Interactive functionality
Drop down menus Retirement Planning Advisors
http://www.rpm-advisors.com Features
Client Web Portal
SITE OPTIONS
1. Customizable CONCERT WM Website.
It allows advisors to customize and add
the content they want to their site after Compliance approval. $25/month 2. Advisor Website: Website hosting Email hosting Website maintenance
Domain and site transfer to CONCERT servers
3. Basic website design and development Website hosting
Email hosting
Website maintenance
Logo design
5 pages: Home, About, Team, Services, Contact (see next pg. description)
Initial domain purchase for a year (yearly renewal charges apply)
Newsletters to clients (design and distribution
Initial stationery branded package design (Printing/shipping not included)
Business cards
Letterhead/Fax cover
Envelopes. Printed postcards/email blast to clients
3. Basic website design and development
Website hosting
Email hosting
Website maintenance
Logo design
Advanced website design and
development (+ 5 pages, extra programming required. (See next pg. description)
Initial domain purchase for a year
(yearly renewal charges apply)
Newsletters to clients (design & distr.)
Initial stationery branded package design (Printing/shipping not included)
Business cards
Letterhead/Fax cover
Envelopes. Printed postcards/email
SITE OPTIONS
6. Website advanced design a la’ carte
Advanced website design and
development
Unlimited pages, content, images/
pictures
Additional programming required:
videos, forms, customization) 5. Website basic design a la’ carte
5 pages: Home, About, Team,
Services, Contact
Link to popular websites
“Email Us” feature
“Locate Us” - Map to office
(restrictions may apply)
DEFINE AND
ACHIEVE YOUR
GOALS
1900 The Alameda | 3rd Floor | San Jose CA 95126 Phone: +1 408 856 6185 | Fax: +1 408 200 0372
