Practice Management
Financial Advisor Branding
In today’s competitive marketplace, advisors must present a strong, clearly defined brand image. We’re here to help through our financial advisor branding program. Developed by our experienced management team in collaboration with our advisors, this easy-to-use, template-based program covers all aspects of your business communications, marketing and advertising.
Print Media
The centrepiece of our print branding materials is a customized 8-page booklet, featuring your photo, a personalized message from you and information on the services and offerings available through GP Wealth Management.
Other print materials include:
Electronic Media
Our advisor branding program features the following electronic media components:
Signature Service Program:
Premium Advisor Branding
Brand image building doesn’t stop with how you present yourself to clients and prospects in your marketing materials. You also communicate your brand qualities through the practice management tools and services you incorporate into your advisor offering.
Our Signature Service Program is a premium client relationship management program powered by MSCRM and WinFund. With Signature Service, you’re able to systematize your business, ensuring your communication with clients is always consistent, reliable and high quality.
Other practice management tools we provide that will contribute to your brand image include:
GP Wealth Plan
Powered by Equisoft, this state-of-the-art online financial application combines an asset allocation tool for creating portfolio snapshots with a robust financial planning tool for creating customized financial plans for your prospects and clients.
Signature Service Accounts
Exclusive to GP Wealth, Signature Service Accounts is our proprietary fee-for-service account platform, intended to help you take your practice to the next level and beyond.
Bottom line, branding is critical to advisor success, and our Advisor Branding Program offers the marketing materials and tools you need to make a great impression on your prospects. By branding your business properly and promoting yourself consistently over time, you’ll build credibility with your audience and enhance your chances of success.
PETER EVENSON
VP Business Development
Succession Planning for Financial Advisors
Learn How to Maximize
the Value of Your Practice
One of the biggest challenges you will face as an advisor is planning and executing your business succession. There's a lot you need to know before starting your succession plan, and we cover the topic from A to Z in this complimentary eBook. You'll also learn about our Guaranteed Succession Program, which ensures the sale of your practice at a competitive price. As part of this innovative service, we'll work with you to systematize your business processes, which will increase the value of your practice, and assist in the ownership transition, so the transfer goes smoothly for all concerned — you, the buyer and your clients.
