The BrandLink Digital Package
A Tech-Enabled Program to Strengthen Connections
How do you build trust when in-person contact is limited?
The conventional process of building trust and acquiring clients has been disrupted. As the new normal begins to take shape for advisors, it’s becoming clear that this disruption has had an indelible effect on the
in-person component of client relationships.
How do new opportunities get a sense of what it’s like to work with you?
The conventional process of building trust and acquiring clients has been disrupted. As the new normal begins to take shape for advisors, it’s becoming clear that this disruption has had an indelible effect on the
in-person component of client relationships.
How are your client relationships faring with less face time?
The conventional process of building trust and acquiring clients has been disrupted. As the new normal begins to take shape for advisors, it’s becoming clear that this disruption has had an indelible effect on the
in-person component of client relationships.
How are you sharing your story to prospective clients?
The conventional process of building trust and acquiring clients has been disrupted. As the new normal begins to take shape for advisors, it’s becoming clear that this disruption has had an indelible effect on the
in-person component of client relationships.
Linking the Relationship
With face-to-face meetings and personal contact reduced, the tools you use to tell your story take on a greater role within current and prospective client relationships, especially when it comes to forming connections.
We created the BrandLink Digital Package to help advisors keep these connections strong. With digital collateral designed to function effectively in a reduced-contact setting, we help you reinforce your value with a level of professionalism that strengthens trust in the services you provide.
Program Features
All you need is an internet connection, and you can share and experience BrandLink collateral. With one-click viewing that’s adaptive to all screen sizes, you don’t need special programs or complicated steps to see the full benefit of our approach.
We create seamless experiences for limited-contact relationships. With material built for remote viewing and designed to highlight your unique value, the BrandLink package can help you convey the personalization and professionalism that clients value.
Seamless
Through our proven Brand Identifier process, our in-house team helps you focus your message, build your brand, and establish fully custom digital tools to help you meet your practice goals.
Custom
The BrandLink package includes a clear process of compliance review and revision. Our approach is to present your unique competitive advantage within the guidelines of your brand and regulatory requirements.
Compliant
We focus on delivering a heightened level of polish and professionalism in all the materials we produce, so that you can be perceived as a leading specialist by those looking for something more than an average advisor.
Polished
Introducing BrandLink into Your Business
According to Morningstar’s 2020 Financial Marketing Report, word-of-mouth referrals remain the top source of new business for advisors. With digital material that is easy for clients to share with others, and memorable for those who receive it, you can start tapping into a new level of growth.
Enable more referrals.
As a follow-up or an early point of contact with a new lead, the BrandLink package can help you establish the right perceptions for those who are just getting to know you. It enables you to tell your story effectively while creating an engaging experience for new opportunities.
Tell your story and advance new relationships.
When certain in-person aspects of the trust-building process play a lesser role, it’s essential to replace them with tools that convey the premium, specialized nature of your practice. BrandLink collateral is designed to help you target high-net-worth individuals through focused messaging and seamless delivery.
Target
high-net-worth markets.
For many advisors, strong digital collateral not only supports new and existing relationships, but it also opens up new possibilities. If you can successfully manage limited-contact relationships, what’s keeping you from rethinking the areas your practice can serve?
Branch out into a larger geographical area.
When your newsletters and market commentary maintain a high standard professionalism, you can engage clients at crucial moments in the relationship. Polished digital communications can help ensure your clients always feel that they are in good hands.
Provide timely communications.
80% of advisors in Morningstar’s 2020 report stated that in-person meetings are the most effective way to build client relationships. The right tools can help you extend that power to remote meetings, and elevate the experience for those you do see in person.
Elevate both in-person and remote meetings.
By showing the full depth of service you provide to those who work with you, you can enable value recognition and reinforce relationships with those A-level clients who are central to your practice’s growth and success.
Make your value clear to A-level clients.
260 King St E, #409
Toronto, Ontario
Canada M5A 4L5