Financial Advisor Branding

Practice Management

Financial Advisor Branding

In today’s competitive marketplace, advisors must present a strong, clearly defined brand image. We’re here to help through our financial advisor branding program. Developed by our experienced management team in collaboration with our advisors, this easy-to-use, template-based program covers all aspects of your business communications, marketing and advertising.

Print Media

The centrepiece of our print branding materials is a customized 8-page booklet, featuring your photo, a personalized message from you and information on the services and offerings available through GP Wealth Management.

Other print materials include:

Business cards and stationary
Client welcome package
Product and service material
Personalized quarterly client newsletter
Template letters (includes client review letters, client meeting letters, recap letters, prospect letters, client referral letters and marketing campaign letters)

Electronic Media

Our advisor branding program features the following electronic media components:

Personal advisor website
Personal advisor e-newsletter
Social media support
Template emails (includes client review emails, client meetings emails, recap emails, prospect emails, client referral emails and marketing campaign emails)

Signature Service Program:
Premium Advisor Branding

Brand image building doesn’t stop with how you present yourself to clients and prospects in your marketing materials. You also communicate your brand qualities through the practice management tools and services you incorporate into your advisor offering.

Our Signature Service Program is a premium client relationship management program powered by MSCRM and WinFund. With Signature Service, you’re able to systematize your business, ensuring your communication with clients is always consistent, reliable and high quality.

Other practice management tools we provide that will contribute to your brand image include:

GP Wealth Plan
Powered by Equisoft, this state-of-the-art online financial application combines an asset allocation tool for creating portfolio snapshots with a robust financial planning tool for creating customized financial plans for your prospects and clients.

Signature Service Accounts
Exclusive to GP Wealth, Signature Service Accounts is our proprietary fee-for-service account platform, intended to help you take your practice to the next level and beyond.

Bottom line, branding is critical to advisor success, and our Advisor Branding Program offers the marketing materials and tools you need to make a great impression on your prospects. By branding your business properly and promoting yourself consistently over time, you’ll build credibility with your audience and enhance your chances of success.

Learn more about joining GP Wealth

Call Me Today!
1.800.608.7707 x234

Peter Evenson
VP Business Development

When I first considered moving my book to GP Wealth, I was concerned about the potential for disruption to my business. However, the GP Wealth transition team quickly allayed my concerns. They knew exactly what they were doing and were responsive to all my requests. The transition was handled extremely professionally and my practice has benefited ever since.
J. Gregory Goldsworthy
CFP
GP Wealth Management
I received fantastic support from GP Wealth's transition team when I moved my book over. They were fully involved in all aspects of the process — from document preparation, to follow-ups, to reconciliation of the "before" and "after" picture. Within 6 weeks, the transition was complete to the total satisfaction of my clients, and myself.
Peter Laba
Financial Advisor, Vice President
GP Wealth Management
The principals at GP Wealth are former advisors, and it shows, because they're great at walking the walk, not just talking the talk. I appreciate that everyone in the company is customer-focused and has an entrepreneurial mindset. They always make an effort to provide me with the best service possible. It's been a pleasure to work with such a focused and capable team.
Peter Buren
CFP
GP Wealth Management
GP Wealth has distanced itself from other dealers by the way it treats us as individuals. I don't feel like I'm just revenue to them, and they never try to influence where I place my clients' funds. To the contrary, I'm free to be the kind of advisor I want to be, and they look for ways to support me. Our relationship is a business partnership in the best sense of the term.
Roberto Montemurro
Financial Advisor
GP Wealth Management
In the financial planning field, you can't rest on your laurels. It's important to be on the ball and always looking for better alternatives. GP Wealth has an advisor committee through which we as advisors have a say in how the firm is run. The atmosphere is inclusive and collaborative – it's nice to be part of an organization that listens and responds.
Les Szilagyi
Financial Advisor
GP Wealth Management

Practice Management