Marketing - Advisors Circle

Market Initiatives.

Step 1: Educational Classes / Seminars using a Non-Profit Organization

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Advisors Circle has a proprietary and approved seminar, class and or retirement planning workshop titled Rethinking Retirement. The following topics are included:
- Social Security
- CD’s
- IRA and Other Retirement Tax Traps
- Long Term Care Solutions
- Investments
A Non-Profit organization is used for credibility and to market the seminar / class. The duration is 60 minutes in length. Advisors Circle has financial professionals (insurance licensed or securities licensed) booking 5-10 appointments at each presentation OR 10-20 appointments on average for the two sessions.

Step 2: Fact Finder

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1^st appointment – What questions to ask and why?
Advisors Circle uses a unique approach to gather information in the 1^st appointment, used to define the client / advisor relationship and develop a rapport to get the necessary financial information for analysis and review.

Step 3: 10 Point Annuity Whiteboard Sales Presentation

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Advisors Circle has a proprietary “10 Point” annuity sales presentation. Each key point is simple and helps the prospect understand how the annuity recommendation is in their best interest and can be a solution for principal protection and or lifetime income.

Newsletter

Advisors Circle offers a turn-key quarterly newsletter program. Your clients are sent a hard copy Newsletter customized with your company name, company information, your picture and your signature. All Newsletters are compliant approved. If securities licensed, your disclosure may be added.
Advisors Circle also includes a letter, as an accompaniment, to include with your newsletter and has a “Call to Action” campaign that varies from season to season.
You may receive extra newsletters to send to prospects to further assist you with communication and potential sales.

Magazine

For “some” of your higher net worth clients or clients of your choice, a magazine is sent. The magazine has a customized front cover, inserts and print pages with your picture and your company information. Cover topics and articles such as food, travel and fitness are chosen by you. Your name and company is placed throughout the magazine for exposure and advertising. A good marketing idea with “Shelf Life.”

Tax Sheets

Advisors Circle purchases the annual Tax Sheets customized with your company name, company information and your picture. Current tax rates and tax facts such as retirement plan funding limits are included.
A letter is sent to accompany the tax sheets and has a message directed towards TAXES and how your recommendation of an annuity or life insurance may be a solution to a tax problem.

Birthday Cards

Everyone likes their birthday to be recognized. Our turn-key program will send birthday cards to your clients customized with your company name and signature.

Thanksgiving Cards

Customized cards are sent to wish Happy Thanksgiving to THANK people for being a client.