ObjectiveoftheGuide
MaximizeMarketingPotential
Equip yourself with the tools to enhance client engagement and grow your practice
SimplifyMarketingStrategies
Provide clear instructions for using our marketing resources effectively
LeverageDigitalTools
Show how to improve your online presence and better connect with clients through our digital offerings
ExplorePersonalizedSolutions
Highlight how to customize marketing efforts for a more tailored approach to client outreach
ComprehensiveOverview
Offer a full breakdown of the marketing options available, ensuring you can make informed decisions for your business.
WhyIsMarketingImportant?
BuildYourBrand:Establishtrustandcredibility byconsistentlyhighlightingyourexpertiseand uniquevalueasafinancialadvisor.
AttractNewClients:Standoutfrom competitorsandreachpotentialclients throughtargetedmarketingstrategies
NurtureClientRelationships:Maintainstrong connectionswithcurrentclientsthrough personalizedcommunicationthatkeepsyou top-of-mind
DriveBusinessGrowth:Effectivemarketing helpsinfluenceclientdecisions,expandyour reach,andcontributetothelong-termsuccess ofyourpractice.
Engage&Influence
ConceptOverview
Engage(E):Toolsandresourcestoengagewithyourclientsand prospects
Influence(I):Thoughtleadershipcontenttodemonstrateyour expertisetoclientsandprospects
Personalized MarketingCollateral
Weofferanextensiverangeofmarketingmaterialsdesignedto meetyourspecificneeds.OntheHUB,you’llfindaselectionof customizablepieces,includingone-pagers,brochures,andmore. Insteadofstartingfromscratch,leverageourprofessionally designedresourcestoefficientlyenhanceyourmarketingefforts.
Trustustodeliverhigh-quality,personalizedmaterialsthat effectivelysupportyourgoals.
ElevatedWebsiteProgram
Tailoredforfinancialadvisors,ourwebsiteprogramoffers customizabletemplatestoreflectyourbrandandpersonalize clientinteractions.Enjoyenhancedfeaturesforgreater customization,improvedSEOforbettervisibility,andauserfriendlyplatformdesignedtoelevateyouronlinepresenceand supportbusinessgrowth.
WebsiteCost&Features
Pricingofwebsiteprogram:
Maintenancefee:$89/month
Netnewwebsitefee:$300
Contactwebadmin@ipcc.caformoreinformation
Featuresavailableonnewwebsite:
Dynamicexperience
Customizablecontent/layout
Increasedpersonalization
ImprovedSEO
Abilitytoaddin:
Podcastpromotion
Eventspage
Videolibrary
Customblogcontent
Ownimagery/videos
Additionalcreativeideas
DigitalClient EngagementTool
Whatisit?
Acloud-basedappforpersonalizedclientmeetings.
Aninteractivetooltoengageclientsandcollectinformation beforemeetingswiththegoalofenhancingclient experiencetoconvertprospects.
Functions:
Share:testimonials,teaminfo,meetingprep
Personalize:meetingdetails,topics,andbeverages
Confirm:date,time,andlocation(office/online/custom)
Stationery
Easy,Cost-EffectiveOrdering:
Easyorderingprocessthroughourpartnershipwith ipcprintshop.cawhereyoucanpersonalize,preview,and placeyourorders.
BrandConsistency:
AllIPCAdvisorsarerequiredtoorderstationerythrough headofficetoensurebrandalignment.
Interior&ExteriorSignage
InteriorSignage:Pre-approvedsignagecanbeeasily orderedfromtheIPCPrintShop.
ExteriorSignage:Sendusyourphotoandspecsfora designmock-up.We’llhelpyouvisualizethesignage,and youcanthencoordinatewithalocalsignmakerfor productionandinstallation.
AdvisorStream
WhatisAdvisorStream?
AdvisorStreamisanautomatedplatformthatdrivesclient engagementandbusinessgrowthbysharingvaluable, timelycontentwithclientsandprospects.
AdvisorStreamFeatures:
WeeklyNewsletter
AutomatedSocialMediaPosting
WebsiteFeedIntegration
English/FrenchExperience
DirectEmailOption
AIIntegration
ComplianceApproval
AdvisorStreamCustomizations:
Photo
ContactDetails
Branding
IntroSection
Pricing
Set-Upfee:$100
Monthlyfee:$85(foranindividualprofile)
Forlargerteamprofiles,thereisanadditionalcostof $35peradvisorreflectedontheprofile
SocialMediaPresence
WhyIsSocialMediaImportant?
Boostvisibilityandengageclients
Attractprospects
Affordableandscalablemarketing
Staycompetitiveinthemarket
PlatformstoConsider:
LinkedIn Facebook YouTube Instagram
SharingonSocialMedia:
LeveragesocialmediapostsavailableontheHUB (socialmedianinja,IPCcampaignsetc.)
UseAdvisorStreamforautomatedposting
SocialMediaNinja
AnnualFinancial LiteracyCampaigns
Budget
Overview:Provides Canada’s latest budget to help clients and prospects keep track of new changes
TFSA/RRSP
Overview:Infographic illustrates the differences between a TFSA and RRSP
MoneyDates
Overview:Guide to help keep on top of important financial dates and deadlines.
FeaturedCampaigns
MoveBackIntoMarkets
Idealfor: Clients with HISA accounts
Campaignsummary:Explains benefits of moving savings back into market-based securities
WealthTransfer101
Idealfor: Prospecting or to educate existing clients and their families
Campaignsummary: Provides information about wealth transfer and how to simplify the process.
EmotionalCurve
Idealfor:Prospecting or to educate existing clients.
Campaignsummary:Navigating the different emotions associated with changing markets due to world events
TheThreeStepsofEstatePlanning
Idealfor:Prospecting or to educate existing clients and their families.
Campaignsummary:Simple steps to get clients started on their estate plan
HomeOwnership
Idealfor: Home owners.
Campaignsummary:Help clients gain a better understanding of various government-sponsored registered plans that support home ownership
ClientEvents
Clienteventsareaneffectivewaytodeepen relationshipswithexistingclientswhileattractingnew prospects.Eventsprovideacasualsettingtoconnect, makingthemakeypartofanymarketingplan.
EventTypes:
VirtualEvents:Engagewithclientsandprospects online
ClientAppreciationEvents:Surpriseanddelightyour clients
Seminars:Educatewithindustryspecific presentations
MiscellaneousEvents:Tailoredtofityourneeds
NationalClientEvents
InviteyourclientstoIPChostedvirtualclientevents featuringcelebrityspeakersandindustryexperts.
Templatesinclude:
Emailinvitations
Socialmediaposts
BannersforConstantContact
CopyforAdvisorStreamintegration
Seminars-in-a-Box
WithSeminar-in-a-Box,yougeteverythingyouneedto deliveraprofessional,personalizedpresentation. Selectyourtargetaudienceandwe’llprovidethetools tomakeyourseminarasuccess.
Ready-to-usespeakingpointsforapolished presentation
VideoProduction
Copywriting
sarahirenehaney@pillarstrategiesca
1-hourfreesupport)
(Dedicated specialist,3hoursof supportpermonth, semi-annual websitereview)
Podcastsareavaluabletooltobuildcredibilityandconnectwithyour audience.Bysharinginsightsonfinancialtrendsandstrategies,youcan demonstrateexpertisewhileprovidingvaluablecontenttoclientsand prospects.Podcastshelpaddapersonaltouch,helpingtobuildtrustand strengthenrelationshipsinanengagingandaccessibleway.
DigitalBusinessCards
Digitalbusinesscardsofferasustainableandmodernapproachto sharingcontactinformation.They’reeasytosharemaking networkingmoreconvenient.Theirconvenienceandadaptability makethemaneffectivetoolforbuildingconnectionsintoday’s digitalworld.
Bestforprofessionalswhoprefer combiningthetraditionalfeelofa physicalcardwiththeconvenienceof anonline,updateableprofile.
VistaConnect-onlineprofilewith businessinfo
Bestforindividualsandteams lookingforafullydigital, customizable,andanalytics-driven networkingsolution.
OnlineprofilewithCRM/marketing integrations
Noanalyticsortrackingfeatures
SharebytappingtheNFCcardtoa compatibledeviceorscanningaQR code.
Detailednetworkinganalyticsand trackinginteractions
ShareviaQRcodes,NFC-enabled devices,email,orsocialmedia.
TailoredMarketingPlans
UnlockYourPotentialwithTargetedMarketing Strategies
TheIPCmarketingteamofferscomprehensive supportindevelopingandexecutingholistic marketingplans.Usetheservicesprovidedinthis guidetoattractnewclients,retainexistingones, andstandoutinacompetitivemarket.
AskyourBusinessDevelopmentrepresentativeif youqualifytopartnerwithadedicatedMarketing RelationshipManagertocreateatailored marketingplanforyou.
