Frequently Asked Questions
Q: Why is your company needed in our industry?
A: Because there is a significant need for advisors to be able to use a firm that offers marketing strategies that have been proven to work by dozens, if not hundreds, of advisors (vs. the many marketing strategies offered in the industry that sound good but don’t actually work).
Q: What types of advisors can best benefit from our services?
A: Financial planners and insurance agents.
Proven Strategy #1 (Proven Marketing Strategies #1) is an AUM platform to help newly licensed advisors bring in $2-$4 million in new money every year and $10+ million for seasoned advisors.
Proven Strategy #2 (Proven Marketing Strategies #2) is for insurance agents who want to start bringing in $1 million in FIA premiums.
Q: What services do you provide?
A: Website design (with content), logos, brochures (content included if needed), help with social media, and access to truly proven marketing strategies that will work for those who use them.
Q: How much do you charge for your various services?
A: Prices vary. We have bundled pricing for those who want to hire our firm to create a comprehensive branding and/or marketing platform.
Q: How long does it take to create a logo, website, and a few custom brochures?
A: It depends on the subject matter; but for most, this can be accomplished within 2-3 weeks of being retained.
Q: How do you set up a phone call with our firm to talk about our various services?