The 52: Simple Ideas to Transform Your Marketing


Create a Pitchbook for a Consistent Sales Experience

As your firm grows beyond one advisor, it's important that every prospective client has a consistent experience with your firm during the discovery process. One way to achieve this is to create a pitchbook that each advisor can present during the introductory meeting to explain the company’s value and solutions. This ensures that a complete and consistent message is communicated every time.

P.S. Here is a sample pitchbook template to get your creative juices flowing.