The smartest way to grow
If you’re looking to take your client prospecting and engagement efforts to the next level, this concierge marketing service was designed for you. With My Marketing Partner, you gain all the benefits of our Invest Package plus a dedicated marketing team from Impact Advisor Solutions who are prepared to build, execute and optimize your marketing and advertising efforts.
Together, we’ll take a deep dive into your practice, analyzing your current efforts and goals. Then, your Personal Marketing Advisor will get to work, developing a 12-month marketing strategy that’s tailored to your unique business needs. We’ll work with you to optimize your Invest Package solutions and execute campaigns and communications on your behalf, increasing your return on marketing investment (ROMI) while freeing up your time to focus on your clients. It’s like hiring your own dedicated team of marketing professionals, without the expensive price tag.
My Marketing Partner features
With this premium solution, you gain all the benefits of our Invest Package, plus an instant marketing team from Impact Advisor Solutions who work on your behalf.
- Personal Marketing Advisor — Your point of contact works with you to establish, monitor, analyze and adjust your annual marketing plan
- Marketing Audit & Analysis — The team will perform a comprehensive marketing audit of your business along with a thorough analysis of findings to determine what’s working and what’s not
- 12-Month Marketing Plan Creation — Your Personal Marketing Advisor will work with data-driven specialists to handcraft a custom, holistic marketing plan for your business
- 12-Month Marketing Plan Implementation — Your Personal Marketing Advisor will execute tactics from your marketing plan on your behalf
- Optimization of the Broadridge Platform — Your Personal Marketing Advisor will fine-tune your Invest Package solutions to ensure that you’re leveraging each to its maximum potential