Seaside Advisor Brochure .
Elegant, visual, one-page format Order your professionally designed, .
Fully customized Advisor Brochure today
Go to the online form and select your Profile Style and service items
Pricing: $250 per Profile Quantity discounts are available for Branch/Dealer/MGA/Credit Union orders.
for a quote.
Return on Investment “If the $250 Advisor Profile helps you retain just ONE client with $100,000 in assets, you will save $1,000 in trailer fees (@1%). “ An Advisor Brochure is a professional ly created PDF brochure of the services and value you provide to your clients Easy to order – simply fill out the and let our graphics designer take care of the rest.
How the Profile Helps Your Practice: Increase client retention by: Managing conversation s when discussing fees and the services you provide.
Re- introducing your Advisor Profile annually to remind them about the services you provide.
Find new clients by using it as a prospecting tool.
Got a question.
or call 905-648-3221.
Need More Customization .
We’re happy to build a fully custom Advisor Profile to reflect your individual brand
If you need specific branding, for a quick quote.
Advisor Profiles – Corporate Referral Program A turnkey program that lets your advisors create custom Value Profiles using compliant and branded profile templates with flexible cost-sharing options.
Advisor Profiles – Enterprise Provide your team of advisors with an online app that lets them create custom, .
Compliant Value Profiles using simple drag and drop technology