WHAT IS THE SRI MARKETING KIT?
The SRI Marketing Kit is a turn-key marketing program for advisors who embrace Socially Responsible Investing (SRI) as part of their financial advising practice. It has been developed for all financial advisors, veterans to Socially Responsible Investing and for those who are new to this niche and recognize the importance of embracing this fast growing marketplace. This exceptional new program will help you attract high net-worth clients and also help you retain current clients who want to be part of the ever-growing trend of Socially Responsible investing. This turn-key program was developed to be accessible to advisors and clients who have a broad range of moral, political and social values.
The SRI Marketing Kit includes:
1. Secrets of a Successful Seminar: A “How to” Guide for Financial Advisors
This manual outlines every step of the way to a successful seminar: Marketing and Planning the seminar, Setting up and Conducting the seminar and Following up to ensure prospects show up for their appointments.
2. Seminar in Action DVD:
This full seminar includes footage with clients and prospects in the room so that you can see it being presented by the person who created it. You can also see how I deal with questions and awkward situations. This DVD is a great companion to the Powerpoint presentation included on the CD.
3. Secrets of a Successful Seminar DVD:
This video integrates seminar tips with the live seminar. For example, I explain how to do an effective introduction, seminar close and how to handle objections during the scheduling process. Then the video switches to the actual seminar so you can see the strategies in action.
4. Seminar Success Documents on CD:
This CD contains customizable documents ranging from the Powerpoint presentation with full notes to the marketing ads and handouts for the seminar. There are scripts and documents to support every step in your success that can be used by you or given directly to your assistant.
As a bonus to you, the SRI Marketing Kit incorporates strategies from years of attending seminars on marketing and speaking techniques led by expert trainers, speakers and educators around the world.
This system was developed by an advisor for advisors.
Bridge the Gap … attract more Socially Responsible* clients
20% of advisors proactively discuss SRI with their clients
87% of clients would consider investing in SRI if they knew the investment returns were the same.**
* Socially Responsible Investing, also known as SRI
** Yankelovich survey
Do you want to access this 67% of investors who would consider SRI but haven’t been told about it by their financial advisor?
