Our Four Step Process Is Designed to
Be the Foundation for For Your Success.
FINANCIAL PLANNING | INCOME PLANNING | RETIREMENT PLANNING | WEALTH MANAGEMENT
Identify: Establish Your Brand.
The first step we take with a new advisor involves evaluating and (when necessary) modernizing their brand and online presence. Virtue's design team can create everything from HD quality videos and animation to logos, business cards, and billboard and banner ad graphics. We understand the level of competition in the financial services business. Virtue supports our advisors by providing them with technology and high-quality deliverables to ensure that they leave a solid impression through initial marketing with high impact, easy to understand work. We want advisors to leave their client meetings with confidence that the materials illustrated as well as left behind are clear, concise, and uniquely from their office. Our creative team will collaborate with you on any adjustments or rework to your company logo. The revised logo can be applied to your business cards, letterhead, seminar slides, mailers, company social media accounts, and any advertising. Virtue can help you establish your presence on the web either through social media platforms like Facebook and LinkedIn or through website digital marketing and re-targeting or using search engine optimization.
We implement a detailed, four-step process with every advisor in order to establish, market, and grow their business by developing a foundation for future success through branding, cutting-edge technology, and strategic positioning.
Promote: Create Your Marketing Plan.
Virtue wants to help you enhance your practice by marketing you as the go to expert in your area.
Virtue believes that events are the #1 way for financial Advisors to get their message to the most prospects, and we know that the most important part of making an event work is to invite qualified prospects. Using a combination of the logos and branding developed in our graphics department, exclusive partnerships with third party mail houses, and digital marketing we are able to deliver high quality invitations and financial information to the most qualified and interested potential prospects in your marketplace. Through a library of pre-built workshops and seminars that can be branded to each individual advisor, Virtue has the information divided into easy-to-follow slides that will interest attendees and help motivate them to schedule an appointment. Through exclusive partnerships, Virtue can provide advisors an aggregation tool to generate connections and marketing streams that apply to prospects within your market who are actively on the path to purchase retirement or investment products. Virtue can also provide access to internet marketing through Google analytics that establishes your presence on the web and uses banner re-targeting to place your message in front prospective clients who have searched for more information about financial services, investments, annuities, life insurance, and investment solutions that you and your competition provide.
Support: Implement Support Strategies.
Once we have modernized your brand and marketed you to help get in front of qualified prospects, Virtue’s Advisor Development Team will work with you to help plan your marketing calendar, determine the best topics and presentations for you and your market based on personal preferences, seasonal interests, or market trends, and your support team will follow through with you to create the materials needed for those events and for follow up meetings. The Advisor Development Specialists consolidate multiple software platforms available to financial professionals to provide comparative analysis of product features, fees, and returns, to help filter through the vast field of products and help find the best solution for your client based on the specific features to fit their retirement goals, and to deliver impactful data and presentations in the field. Virtue will provide advisors with questionnaires and risk profile forms to help eliminate any options that do not fit the client's needs and we will apply a variety of situation specific calculators in order to properly assess a client's assets and determine any adjustments or guide any future decisions within their financial plan.
Develop: Your Plan for Continued Growth.
Different markets call for different approaches. What works for an advisor or interests the client base in one market may not work in another. Once we have a successful plan of action in your market, we will build upon that through organizing continued marketing campaigns to attract new clients and client appreciation functions or Bring-A-Friend events to continue to develop the bond with your current client base. In many cases, an advisor’s growth reaches a point for new direction in the business. If you have an RIA or are considering creating an RIA, Virtue’s RIA Compliance Firm provides TAMP services to startup RIA’s and compliance and legal oversight for RIA firms. In order to remain educational and effective, Virtue's seminars are updated regularly to reflect any changes in legal or market factors, and we are adding content regularly as the industry is constantly evolving. Virtue annual events bring industry leaders together to discuss trends and important updates that will have an impact on the business in general and your personal practice. Virtue hosts regular training events at our home offices in Nashville, TN as well as specialized events around the country to reach our team of advisors and connect them with the people and systems that can keep them growing.
FOR FINANCIAL PROFESSIONAL USE ONLY – NOT INTENDED FOR CONSUMERS.
All investments involve the risk of potential investment losses as well as the potential for investment gains. Prior performance is no guarantee of future results, and there can be no assurance, and clients should not assume, that future performance will be comparable to past performance. No client or potential client should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information.