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Marketing is the first step in building a successful financial services practice. Through effective marketing you create awareness among your clients of the myriad of wealth management services that you offer. 1st Global offers a comprehensive marketing calendar as well as a variety of marketing materials available to use with your clients to help grow your business.
Direct Mail & Newsletters
1st Global’s mailing programs are designed to help you generate a continuous schedule of financial services appointments with your clients. The program combines direct mail pieces with supplemental marketing materials to help raise client awareness of your total wealth management service offerings and invite them to your office for one-on-one meetings.
Postcards
1st Global offers postcards you can use to create an awareness of your Method 10™ service offering - customizable Method 10™ postcards. The goal of the Method 10™ postcards is to make your clients aware of each of the wealth management services that you offer and to create awareness about specific Method 10™ concerns.
Ask Your ... Mailing Materials
1st Global has developed a successful mailing program to help our advisors schedule financial services appointments with their clients. The materials in this program are available in the Ask Your CPA, Ask Your Estate Planning Attorney and Ask Your wealth management Advisor brands. Materials include Personal Financial Review and Business Financial Review invitation sets, postcards, note cards, appointment reminders cards and more.
Perspectives Newsletter
Newsletters are a great marketing tool to increase awareness of the complete wealth management services that your firm offers. Perspectives is a quarterly client newsletter written and produced by industry professionals at 1st Global. It provides commentary on investing as well as education on a specific Method 10™ topic. Perspectives is available as a printed piece or as an online publication.
Brochures
You can showcase your professional services to your clients and prospects through seminars. 1st Global offers a customizable client seminar designed exclusively for 1st Global financial advisors.
Live Your Dreams Client Brochure
The Live Your Dreams client brochure is designed to introduce your clients to your affiliation with 1st Global. It promotes the benefits of working with a financial advisor affiliated with 1st Global, such as trust, independence and security, as well as an overview of the Method 10™ process. The client brochure includes space for you to add a personalized firm profile, which can include information specific to your firm as well as a statement of your commitment to comprehensive wealth management.
Managed Account Program Brochure
Explaining the features and benefits of managed accounts to your clients isn’t always easy. Use this professionally designed piece to walk your clients through the managed account process, from developing an investment profile to program selection and monitoring their portfolio’s progress. The brochure also includes a description of the programs available through 1st Global’s managed account platform.
Client Seminars
Live Your Dreams Client Seminar
Through the Live Your Dreams seminar, you can introduce clients to the concept of comprehensive wealth management, define the advisor-client relationship and outline the Method 10™ process. The goal of the seminar is for clients to schedule one-on-one appointments with you to explore their wealth management needs and to commit to relying on you and your wealth management practice.
Business Builder Education
1st Global’s Wealth Management Academy® provides marketing and business-building ideas that you can incorporate into your practice. Through our ongoing web-based series of Business Builders, you can gather a variety of action-oriented tips, from how to define your wealth management practice to the best questions to use with clients on specific Method 10™ elements, and much, much more.
Implementing just a few of these business builder ideas can dramatically enhance the effectiveness of your financial services message and increase the range of solutions your clients can expect from your practice.
Marketing Field Guide
1st Global's Marketing Field Guide provides advisors with a comprehensive marketing plan. The field guide incorporates a variety of mailing materials, client seminars, focused target follow up lists and effective scripts for use by the advisor and staff. It is designed to promote an advisor's unique ability to provide comprehensive holistic wealth management services.
Detailed plans are provided for each month including timelines for setup, deployment, follow-up, and how to calculate the effectiveness of each plan's marketing component.
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