Dynamic Presentations™
AdvisorFlex™ 2.0 Websites
AdvisorEmail™
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Business Identity

Are you just starting out or converting to a fee-based business? You’ll need some professional branding to get you started.  Or maybe it’s time to freshen up your current industry image? Our Advisor Identity products include:

  • Custom Logo Design – You’ll get 3 designs to choose from with 2 edits to the chosen concept.

  • Business Cards - Make a great first impression. Full-color printing on your choice of card stock. Paper Stock Options: Standard 80 lb. card stock or 100-lb. Premium Matte Paper. Other Options: Finish; Matte (included) or glossy upgrade for standard card stock, Backside Printing; B&W or full color, Foil Accent; Available on both matte or glossy finish card stock.

  • Letterhead - Full-color printing on 70lb. paper stock. Paper Stock: Acid-free, 70 lb. weight, smooth finish matte text paper, 92 brightness.

  • Envelopes - Never send a plain envelope again. Full-color printing on front and back. High-quality, 70-lb. paper stock. Available Sizes: #10 (9.49" x 4.13"), #9 (8.86" x 3.86"), A-2 (5.75" x 4.33"), 6x9 (8.98" x 5.98"), and 5x7 (7.48" x 4.73").

 

Forms and PDFs

We can help you create the forms and PDFs to streamline your business operations. Custom programming might also reduce some of the work to input or manage data.

These services include:

  • HTML (web) Form Design – Custom designed forms for your AdvisorFlex™ 2.0 Website or Custom Client Portal.

  • HTML (web) Form Programming – This usually effects how the data is managed.

  • PDF Forms – Editable PDF forms allow users to complete digital fields on a PDF. Once complete the PDF can be saved, printed, and emailed. These forms can be created from existing PDFs, paper forms, or from scratch.

  • Paper Documents to PDF – We can convert your paper documents into digital, searchable PDFs.

  • PDF Design – When we design flyers and brochures. We typically design one for print (larger file size) and a PDF for online distribution (smaller file size).

  • PDF Programming - This usually effects how the data received within PDF Forms is managed.

 

Marketing Services

We understand by building a full-featured custom advisor website or Dynamic Presentation it won’t guarantee growth in sales. But we can do a few things that other industry provides will not do to help drive more of your target market prospects to your MIAGD products. Let’s just say, we’re on the same team!

  • Search Engine Marketing – While our AdvisorFlex™ 2.0 Websites offer the best Search Engine Optimization (SEO) tactics in the industry, more can be done. Google AdWords can guarantee your spot for specific keywords and locale.

  • Syndication Marketing – Get your target or niche market in front of your MIAGD product. FeedBurner offers the biggest, baddest advertising network for Advisor-Blogs, Advisor-Podcasts, AdvisorFlex 2.0 Websites, and Dynamic Presentations on the planet!

  • Press Releases – PRWeb, a leader in online news and press release distribution, has been used by more than 40,000 organizations of all sizes to increase the visibility of their news, improve their search engine rankings and drive traffic to their Web site. Watch the Plain English Demo.

  • Email / Newsletter Marketing – After designing a custom template with consistent branding, we help you find the best distribution service to email your clients or prospects.

  • Postcard Marketing – Once we design a postcard that fits your brand and contains a hook that will pique the interest of your target market, we’ll print, and mail it for you.

  • Referral Tactics – Please visit our Resource Center for some unique referral tactics.

 

Custom Design, Audio, and Programming

One of the things that separates us from our competition is the ability to offer custom design, audio, and programming services. Many times these additional services are what allow us to integrate with other vendors to achieve a result that might help your impress your clients or streamline your operations. Simply let us know what your needs are or what you trying to accomplish and we can probably help you out.

 

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Product Links:       AdvisorFlex™ 2.0 Websites  |  Client Portals  |  AdvisorEmail™  |  Dynamic Presentations™
                                  Advisor-Blogs™ | Advisor-Podcasts™  | Advisor Collateral™  |  Branding, Forms & More
Resource Links:   Our Blog  |  Market Summary  |  Web Links  | Calculators | Contact Us