SHINE

You Deserve to

Yep, we're on twitter
It’s time to make the change you’ve been thinking about

Reset your marketing in 3 days, guaranteed.

Great marketing can be one of your best assets, or biggest adversaries. Let’s get it on your side once and for all.

Most marketing doesn’t work. It’s not it that can’t work, it’s that it doesn’t work – and it doesn’t have to be that way.

  • > You want to grow your business? Awesome, good marketing can help.
  • > You want to work with more clients, or better clients? Perfect, good marketing can help there too.
  • > You want to have a bit more clout in the market? We don’t blame you, and good marketing can help.

The problem is that everyone has ideas on what good marketing is, but no one is really breaking down how to market as an advisor. And there are three big challenges:

1. Too many marketers think that all marketing is equal, that what they did for a butcher will work for an advisor, and it just isn’t true. We’ve spent over a decade working exclusively with financial advisors in the U.S. and Canada and we know what works, and what doesn’t.

2. Most marketing is based on what people like, rather than what will work. Here’s a simple thought: when you go fishing, you put on the hook what tastes good to the fish, not the fisherman. Marketing is the same, and to do that, your marketing must be based on a clear brand, a clear niche, and a clear core message. Without these three, it’s just guessing.

3. It costs a lot and takes too long! What we’re going to deliver in 3 days, would normally take a few months, and about $25,000 – $30,000 USD if we worked one-on-one with you. It’s just too long and too much for most firms to handle, and so they default to doing it themselves.

We’ve spent a decade working exclusively with financial advisors, probably just like you. Smart people who want to do great work, operating with a really busy schedule and in the shadow of regulation and compliance. How do you do it? We have answers. Read on…

SHINE is designed with a single purpose: Help you get more of the right people to move closer to you.

We decided it was time to get creative (it’s something we like to do) and the concept became really clear, really fast. We’ll bring our creative team together with a group of clients and work through this in real time. We’ll have our design team, our web developer, and our photographer/videographer all together working around the clock to completely reset your marketing.

The three-day meeting plan is packed – you’ll be going full out for the entire time and getting a ton that you can use right away, and when we say that, we mean immediately!

Here are just a few of the things you’ll have at the end of the three day Extreme Marketing Makeover:

Brand Statement  – until you can clearly identify “who you are”, it’s difficult to help anyone know what to expect when they meet you. We’ll explain how trust actually works (it’s not quite what everyone says) and set a solid reference point for your marketing. You’ll never have to wonder, “Does this look the way it should?” again.

Niche Market – want to build a business? Build a niche. Once you have a niche identified, then you’ll know who you’re talking to and how you can help them. Before that, it’s just a one-size-fits-most approach.

Core Marketing Message – when you know who “they” are, and who “you” are, then (and only then) can you build a core message to share with your market over and over and over. It’s at the guts of all your marketing. 

Bridge Talk™ – when someone asks you, “What do you do?” you probably reply with an elevator pitch that is constantly changing based on where you are, who you’re with, etc. We’re going to fix that once-and-for-all with language that you can use every time with confidence. 

Professional Photos – 80% of the info that comes into our brains comes through our eyes, which means people need to see what you look like. We’ll do a professional photoshoot of you and yes, we’ll even show you how to know “which is your good side.”

Professional Video – the world loves video and it’s a great way to communicate, so, let’s shoot some video together. Yep, that’s included.

New Website Concept – while we’re at it, based on your brand, niche and core message, and using your photos and video, we’ll build a concept website that you can use, or give to your current developer to leverage for your existing website. And yes, we’ll do that while you’re at the event. 

Brand Standards Document – there’s no point figuring this all out if you can’t explain it to someone else or want to review things later. That’s why our creative team will build a brand standards document for you that will let you know exactly how things should look, be used, what fonts, etc. For future marketing, you’ll have all the details designers would need.

Marketing Post Card – we’re fans of post cards because there are so many ways you can use them. That’s why we’ll design and print marketing postcards for you during the event and you’ll walk out with them in hand (like everything else in this program)!

12 Month Marketing Plan – here’s the big one, a 12 Month Marketing Plan. What are the best ways to get your Core Message to your Niche Market in a way that matches your Brand? That’s called a marketing plan and you’ll walk out with a 12 month, step-by-step plan that includes all the details, calls to action, key messages, measurements and budgeting. You will know what to do, how to do it, who to do it to, and whether or not it is working.

Introduction Process – in addition to a few little surprises, we wanted to make sure we included our Introduction Process. Referrals, contrary to opinion, can be an awful way to build your business. We have a powerful alternative process that is proven, intelligent and respectful. It works, and it’s yours.

Bridge Call™ Script – making phone calls to strangers? You’d better have the “red letter language” that actually works. We’ll make sure you have it.

What's The Investment

 

 

First, let’s understand that this is a partial list of what you’re going to get, and we’re going to deliver it in 3 days rather than 4 months. Let’s also recognize that a project like this would cost somewhere between $25,000 – $30,000. It’s a lot, because there’s a lot to it!

So here are the numbers:

> For an Advisor to participate in this program, the investment is $8,000.00. 

> And if you’re like many firms, you may have someone supporting you on your team and you want them to attend. Supporting team members would only pay $1,500.00 to come an support you in this.

> And if there is another Advisor in your firm that would like to experience this process, the investment for each additional Advisor is $4,000.00.

The pricing summary:

  • $8,000.00 for the first Advisor
  • $4,000.00 for each additional Advisor that wants to go through this process
  • $1,500.00 for each supporting team member that you’d like to have attend