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Invesco Helping Advisors And Plan Retirement Consultants Develop Unique Value Proposition Through New PlanForward Consulting Series Program
Invesco, which manages about $650 billion in mutual funds and other investment products, announced today a new PlanForward Consulting Series program designed to help financial advisors and retirement plan consultants build a compelling value proposition and enhance their brand recognition.
"At a time when plan sponsors are becoming more sophisticated, winning new clients requires advisors and consultants to differentiate themselves by convincingly proving their value," said Terry Kelly, Director of Retirement Sales for Invesco's North America Retail Division. "Helping our clients develop a compelling value proposition, using an approach we believe is unique to Invesco, is key to allowing them to make their case with clarity and consistency."
Fund companies, of course, launch these programs as a way of getting in front of advisors. Some are sucessful and popular but most fail. I'll be interested to see how effective this one is.
"The PlanForward Consulting Series provides an electronic survey that is easy for financial advisors to send," says Invesoc's press release, "easy for plan sponsor clients to answer, and simple to convert into meaningful feedback about the clients' perceptions of the advisor's value."
Questions?
How and why does the Advisor Products system work?
In today’s times, when consumers have become more demanding and tech-savvy, financial advisors must use content marketing to attract, inspire, engage, and convert their prospective customers.
A good content strategy is focused on developing and distributing consistent, valuable content to engage and retain prospective customers and target audience, via your website. Our content library provides financial advisors with fresh, high-quality financial content that is updated regularly, improving SEO along the way. And our automated e-newsletter and social media tools allow advisors to reach out to clients and prospects in an easy-to-use manner, providing frequent touch points for optimal brand building.
- Differentiate you from competitors
- Expose clients and prospects to your brand message more frequently
- Build an ongoing relationship with customers
- Increase your follows and fans on social media
- Drive more prospects to your website
- Help convert prospects into leads
- Increase number of pages indexed in Google
What products and services do you offer?
Can I buy services if my website is not hosted with you?
What can I expect during the onboarding process?
What if I have questions after my website is built?
Seeing is Believing.
See how easy it is to get started with our all-in-one digital marketing platform that drives leads, encourages referrals and increases client engagement.
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Advisor Products delivers high-quality, FINRA approved financial news articles and branded weekly financial videos published automatically to your financial advisor website. We also offer marketing tools like our easy-to-use financial blog, automated financial enewsletters, social media marketing tools to help financial advisors disseminate content quickly and easily.
Advisor Products delivers high-quality, FINRA approved financial news articles and branded weekly financial videos published automatically to your financial advisor website. We also offer marketing tools like our easy-to-use financial blog, automated financial enewsletters, social media marketing tools to help financial advisors disseminate content quickly and easily.
