3. Who are we? t4 is an innovative marketing consultancy offering services to Financial Advisers
4. Our mission Increase the bottom line through innovation Which means: To provide innovative marketing solutions to the financial adviser market that helps them increase their marketing return on investment.
6. Lead generation To date... Over 12,000 quality leads Fully qualified Plus full corporate profile for B2B leads Average lead generation return 500% ROI
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10. Building an adviser’s message USP Personal CV Adviser Brand Your assets and competencies Your products and services Your mission and business objectives Your target market Your firm’s positioning Your image and identity Process Client Bank UVPs WIIFM Driver Action Metric
Editor's Notes
So we know what services we haveWe know what assets we have including people assetsWhat are we trying to do – what is our mission – what end is all this a means to?
How can you support an IFA doing business?Firstly, what differentiates themThey need to communicate who they are and what they can do for clients.Then they need to focus on the how – they support delivering their value proposition Supporting the value propositionReducing taxMaximising investmentsAccumulating wealth to fund retirementWith some ‘how do you do thats’ is what the Business Development Packs are all about!
