home | help | contact  
 
  Financial Planning
  Contact Mgmt
  Portfolio Mgmt
  CE Credits
  Websites
  Presentations
  More....
 
 
 
  Tools & Checklists
 
 
  PowerPoint Slides




Vendors > Marketing Consultants
 
Marketing Consultants   Related Links  
  All Vendors
 


Advisor Marketing


4718 E. Cactus Road, Suite 237
Phoenix, Arizona 85032
Phone: (480) 991-6420
Email: info@advisormarketing.com
Website: www.advisormarketing.com

Are you looking for a solution to your marketing problems? If you dread prospecting and would rather spend an hour at the dentist than do marketing, we can help. We help financial professionals like you in a couple of ways. We can help the do it yourselfer with information that they can use to take their business to the next level. All of our information has been developed just for you! I've used my years of working with advisors to put together materials that will help you take marketing from an annoying headache to the opportunity that it really is.

Top

The Covenant Group

335 Bay Street, Suite 701
Toronto, Ontario M5H 2R3 Canada
Phone: (877) 903-3878
Email: info@covenantgroup.com
Website: www.covenantgroup.com

Welcome to The Covenant Group, creator of The 8 Best Practices of High-Performing Advisors™. We specialize in helping organizations grow market share and increase productivity by improving the practice development capability of their advisors and agents. Our approach is to develop long-term Learning Relationships with our clients. In the past five years, we have created programs and entered into Learning Relationships with many of the world's largest insurance companies, banks, mutual fund companies and securities dealers.

Top

Freedomarketing
1291 Duncan Avenue
Oshawa, ON L1K 2Y2
Phone: (888) 677-8946
Email: kirk@freedomarketing.ca
Website: www.freedomarketing.ca


Freedomarketing helps financial advisors develop, design, implement and sustain their marketing strategies. We provide advisors with a clear marketing focus and message. We then work with advisors to design, implement and manage all of their marketing initiatives. Yes, we actually help you implement and manage your marketing. We call this our 'Chauffeur Driven' marketing solution. Our services include brand development, web design, brochure and post card design, content writing. marketing consulting, and much more.

Top

LA Valley Communications

204 Scarborough Place
Nanaimo, B.C. Canada V9T 5L3
Phone: (877) 525-9677
Email: inquiries@lavalleycommunications.com
Website: www.lavalleycommunications.com

LaValley Communications Ltd. is a sales and consulting company based in Nanaimo, B.C. and specializes in the creation and delivery of sales and marketing programs in Canada and the United States. A main focus of the company has been in the financial services industry. LaValley Communications provides sales training, marketing and relationship management programs for advisors, employees and senior management. LaValley Communications is known for its ability to help financial advisors and their firms communicate more effectively with clients. Through the company’s proprietary sales and relationship management programs, it provides financial advisors the tools to be able to position their messages to have the most impact with clients and prospects

Top

Referral Coach International


2915 Fenimore Road
Silver Spring, MD 20902
Phone: (301) 949-6789
Email: info@referralcoach.com
Website: www.referralcoach.com

Referral Coach International teaches a client-centered system that makes clients and centers of influence willing participants in the referral process. Addressing the psychological aspects of referrals, as well as proven strategies, this is a comprehensive approach that thousands of sales professionals are currently using to attract high-quality clients ready to do business. If you or your salespeople don't have a proven referral system, you are clearly leaving money on the table.

Top

Richard Weylman


P.O. Box 436
Boca Grande, FL 33921
Phone: (800) 535-IDEA (4332)
Email: office@richardweylman.com
Website: www.richardweylman.com

To successfully create business opportunities with the affluent and wealthy requires focusing on the people and not just their wealth. However, it is often easier said than done. Based upon his lifetime of experience marketing, selling, and communicating with the affluent and wealthy, Richard Weylman has designed this website to share with you the tools, resources, and services you need to successfully grow your business in this unique marketplace. Whether you're targeting successful business owners, professionals, executives, or other wealthy individuals, you'll discover and learn many strategies and tactics that you can put to use immediately.


Top

Seminar Direct
315 E. Watkins St.
Phoenix, AZ 85004
Phone: (888) 629-1919
Email: dougd@seminardirect.com
Website: www.seminardirect.com

Seminar Direct provides promotional and marketing support to financial advisors and insurance professionals growing their business with financial seminars. Products include seminar invitations, financial postcards and drip marketing systems.

 

home
| about us | contact | terms of service | privacy | help

© 2011 AdvisorTek.ca. All rights reserved.