Marketing - IPI in San Antonio Texas
Providing full-service marketing support to financial consultants and partner institutions is central to how IPI achieves its best-in-class broker/dealer status year after year. Our comprehensive array of turnkey marketing solutions enables you to spend more time providing the personalized client services that increase assets under management and revenues to your host institution. Our Marketing Department also works with your host institution to build its brand and prestige in the community, which helps drive clients to your program.
Investment Program Introduction Kit
- Bank and financial consultant press release templates
- Bank web site template copy
- Announcement letters – typically signed by the bank president
- Flyers & invitations for Meet & Greet events
IPI Take One & Leave-Behind Series
- Financial Consultant Bio Sheet
- IPI marketing slicks
- Investment brochure series
- Products & services brochures
On-site Visibility Kits
- Lobby signs
- Tabletop displays
- Name plaques & office signage
- Business cards & stationary
- Compliance Signage
Turn-Key Marketing System
- Topic templates complete with a planning calendars, ad units, flyers, invitations, statement stuffers, prospect/client letters and call scripts
- Proactive Quarterly Campaigns
Seminar & Event Invitation & Flyer Series
For maximizing participation at financial consultant events
Collateral & Advertising Kit
Sponsorships, newsprint, yellow pages, direct mail, e-mail, billboards, radio, TV, referral strategies
Referral Contest Kits
Contest kits to help build rapport and stimulate cross referrals
Stay top-of-mind with your clients and prospects. IPI provides several different approaches to offering client newsletters including print and electronic versions.
Financial Consultant Web Sites
IPI hosts your personal financial consultant web site for building credibility and communicating with clients.
Online Marketing Library
Get access to over 1,000 client communications such as economic updates, topic-specific pieces, thank you notes, invitations and more.