HOW WILL YOUR AGENCY MARKETING WOW ADVISORS AND CLIENTS THIS YEAR?

Your Firm's Marketing Resources

+

Fortune 500 Look & Feel

=

Happy Agents, Recruits, & Budgets

Watch a quick video overview

We see an opportunity to take agency marketing to another level. Home office does a great job producing materials and resources to tell a story from a product manufacturer point of view, and like you, we leverage and value these materials in our efforts every day.  

Having said that, is it also home office's job to provide resources from the distribution point of view? As heads of agency in the last entrepreneurial major mutual, isn't that our job? 

Are you satisfied that you provide a steady stream of agency branded marketing materials? How do you demonstrate your expanded value to agents, advisors and recruits - above and beyond the best-in-industry agent contract from home office?


As GAs ourselves, we are the first to recognize that enterprise-level agency marketing is not easy. With all that we have to do, we often turn to either:

  • In-house help that understands our business, but usually lacks enterprise marketing expertise, or
  • Outsourced Firms with marketing expertise, but lacking industry awareness or knowledge of what we really do.

We've had these two options for years now, and perhaps you're satisfied with what they continue to produce for you each quarter. However, if you're not satisfied, we think there's a better way to do this: a shared service that gets all of us the best of both worlds.

Your Brand + Advisor Personalized Resources = Unique Client Impact 

Many of our resources can be personalized, one advisor at a time. You get to build your brand, your advisors get to build their identity, and your clients get a one-of-a-kind experience.

1) ADVISOR to CLIENT MARKETING

Primary Markets Bundle

Personal & Family Strategies

We all know how hard it is for our advisors to produce trust with prospects and clients. To be successful, let us help you make sure that your marketing materials aren’t part of the problem. 

Our personalized marketing resources quickly establish agents as worthy of a client’s trust. We provide a complete kit of e-mail ready, online, and in-print materials that are agency branded that you can provide or cost share to your agents. Many of the pieces can be personalized to include their name, photo, and value statement to help agents produce a professional marketing presence for their next conversation.

  • Personalized Profile Sheets
    • Individual, Joint Work, and Team Profiles
    • Modular Design & Content Options
  • Business Cards
  • Path of Confidence Brochure
  • Family Community Impact Brochure
  • Family Presentation Folder
  • Personalized Balance Sheet Thinking Video
  • Concerns Assessment Checklist
  • Personalized Web Landing Pages

Advanced Markets Bundle

Enterprise Strategies

Over half of all jobs and sales in the United States come from small business. The owners, executives, and employees of these business are a substantial opportunity for skilled advisors and teams.

Breaking into the advanced and corporate markets can be an overwhelming challenge for the best of agents, creating barriers to entry for those not already in the market.

Our Advanced Markets Bundle allows agents to open business markets, share advanced strategies, collaborate with the best advisors in the nation, and fulfill with confidence.

  • Enterprise Financial Strategies Brochure
  • Corporate Community Impact Brochure
  • Business Presentation Folder
  • One Sheets:
    • Leveraged Premium Finance
    • Executive Deferred Compensation
    • Performance Insights
    • Corporate Financial Programs
    • Beyond the 1031 Exchange

Best of all, these materials are thoughtfully crafted around protection-first philosophies and balance sheet thinking.

Annual Subscription | Quarterly Deliverables | Fortune 500 look and feel on a part-time contractor budget

2) AGENCY MARKETING

Recruiting Bundle

There are few things that instill more confidence in a prospective agent than enterprise-level marketing and a consistent experience. Our resources have proven to provide both, as used successfully for many years running by a platinum agency.

Whether they are career starters, changers, or veterans of the business, these resources and the Advisor to Client Marketing Bundles help prospective agents envision a successful career with your agency.  

  • 12 Page Careers Brochure
  • Recruitment Event Ecosystem
    • Personalized Agency Video
    • Event Registration Web Pages
    • Sample Agendas leveraging Home Office content
    • Save-the-Date Email Banner and Flyers
    • Surveys & Takeaways
  • EDGE Certification Branding for qualified agencies
  • Branded Executive Binders with suggested recruiting content
  • Manager & Team Profile Sheets

Brand, Web, & Fulfillment Bundle

Whether updating your brand & style, or using your existing one, APN offers a ecosystem for you to select the distribution method that suits you best.

Your Agency can sponsor the materials, and we'll deliver the resources to you. Or, if you'd prefer, your advisors can order, pay for, and receive their personalized materials from us directly - and always on templates your Agency has approved.

  • Logo & Brand Guide
  • Personalized documents, templates & graphics
  • Personalized Agency Videos 
  • Customized Design & Functional Coding for your FMG Suites site
  • Campaign-Specific Landing Pages & Hosting
  • Google Analytics for landing pages & videos
  • Home Office CoOp Support
  • Compliance Submission Support
  • Oversight of Print & Delivery

Interested in learning more? We offer a 45-minute, individual web tour of APN's bundles and services.

REQUEST A PERSONAL TOUR