The Advisors’ Arsenal has, in a short period of time, put together for you a robust array of systems and services to help you build your practice.  Equipping you properly is something we take seriously, and we’ll be satisfied when we can have a positive impact on your practice.  We are happy to work with you, and always strive towards building a fruitful working relationship.

Marketing

Stop chasing! Our tools are geared towards helping you ATTRACT prospects. How does this make a difference? Being recognized as a sought-after financial advisor puts you in a stronger position to make recommendations and have them followed. Eliminate the need for four and five appointments in order to bring a discussion regarding product solutions to fruition. You have spent a significant amount of time and effort in building your knowledge and practice. Let your prospects sense that from the very first interaction with you!

The Advisors’ Arsenal is very proud to work in conjunction with the The Advisors’ Academy’s “Academy Select Store”! So much so that we will apply a .5% marketing credit for every dollar of FIA premium placed with us towards any purchases you make in the Store.

Marketing
Client Review System

Client Review System

One of the primary reasons for advisors to join us has been the very well thought out and choreographed Client Review System. It puts you in the most favorable situation to find additional business from among your existing clients, and also naturally and unobtrusively allows you to gain referrals in larger numbers on a more predictable basis. It creates a base of activity and production for the Advisors who embrace the system.

Client Survey Approach

The CSA allows our Advisors to create revenue generating activity and interaction using their staff members or their down time from face to face meetings.  It has a proven success rate, and positions you to find additional opportunities inside your client base and on its’ periphery.

Client Survey Approach
Workshop Without Risk

Workshops Without Risk

Educational workshops have long been considered one of the best ways to get in front of an audience of qualified prospects under very favorable circumstances, meaning that you are postured and positioned as a sought-after financial advisor.  The challenge has been the outlay of capital and the risk associated with it.  What if the mail does not draw attendees?  Then all of your presentation skills go out the window.  Now we’ve found a way to get you in front of a qualified audience with no dinners, and no risk associated with the marketing to the event!  Our partner will assume all the risk, and you will pay only for the households that attend your presentation.  They will find you a venue if necessary, and provide you with a presentation as well.  For Advisors’ Arsenal members, they will provide additional ancillary leads in addition to your attendees at no extra cost. The Advisors’ Arsenal will enhance this experience by sharing compelling language and approaches to gain maximum appointment setting ratios, closing ratios and average case size.  To further enrich the experience, The Advisors’ Arsenal will once again pay a ½% marketing credit towards your next workshop for every dollar of FIA production resulting from your first workshop.  This will hold true for subsequent workshops as well.

Innovative Professional Alliance Program

Many professionals, such as CPAs and Property and Casualty Agents, work to protect their clients against hardships of many types.  Through the implementation of the Nest Egg Safety Net, we work with these professionals to extend protection to the hard-earned assets on which they are depending for a comfortable lifestyle in retirement.  Our efforts include fact-finding materials, workshops, and a step by step process to reducing or eliminating unnecessary risk from a client’s portfolio.  Click here for an explanation of this unique service.

Innovative Professional Alliance Program