Advisor Marketing Program

We've developed an Advisor Marketing Kit with several formats for enhancing your profile with clients and prospects.

The first piece is a booklet that fits into a custom folder

This is an 8-page booklet that fits into a custom folder. The booklet includes a personalized introduction page with a message from you as well as information on the services and offerings available through GP Wealth Management.

With a cover letter, it can be delivered to existing clients to introduce them to additional services they may not be aware you have available to them. You can also hand-deliver the booklet in an introduction meeting with a potential client.

The second piece is a 3-fold brochure

The brochure can be inserted into a standard envelope and distributed with an introduction letter to a prospect list.

The Package is a great way to introduce yourself and your process to prospects and new clients as well as to reaffirm your offerings to existing clients. Use it as an opportunity to communicate competence and enhance your credibility, all while building your brand.

The complete package has been developed and produced with high-quality graphics and stock.

How much does it cost?

We have negotiated the following prices for the components of the package (8 page customized booklet plus sleeved folder, 3-fold brochure):

FormDescription
GPAPF200908012ADVERTISING PRE-APPROVAL REQUEST FORM
GPCAACRF20090812ADVERTISING ALLOWANCE REIMBURSEMENT REQUEST FORM
GP_BSGBRAND STYLE GUIDE

Co-Op Approval

Advertising Pre-Approval Request Form

Discover the advantage of personal service.

We create for each client a customized money management program designed to achieve predetermined wishes and goals. Working with a professional financial advisor makes reaching your goals easy and effortless.

As a client we will:

If you’re interested in learning more about the Advisor Marketing Kit, contact Advisor Services:

Alex Gubanov
Advisor Services Lead
Local calls: 416-622-9969 ext. 226
Toll free: 1-800-608-7707 ext. 226
agubanov@gpwealth.ca

We can help you develop a customized marketing kit and work with you to execute a marketing plan.

Don’t Forget

The Advisor Marketing Kit is eligible for the Co-Op Program. If you have available co-op dollars, you can use them to contribute up to 50% of the cost.

Sample Marketing Material

Sample Booklet

Sample Brochure

Sample Client Letter

Sample Prospect Letter

Educational Brochures

Working with a Financial Advisor

How your Financial Advisor

Understanding the Cost of Advice

The Value of Advice

Canadians with financial advisors are more confident  about their future.

Need Advice?

Are you reviewing your investment plan or financial plan for retirement? We encourage you to contact us to arrange a no-obligation meeting to discuss your options.

Need Advice?

Are you reviewing your investment plan or financial plan for retirement? We encourage you to contact us to arrange a no-obligation meeting to discuss your options.

Client Relationship Document

We’ve developed a plain-language document that describes the relationship between you and your GP Wealth Financial Advisor or Planner.