Marketing - IPI in San Antonio Texas
Providing full-service marketing support to financial consultants and our partner institutions is one of several ways IPI achieves its best-in-class broker/dealer status year after year. Our marketing approach enables financial consultants to spend more time providing the value-added, personalized client services that increase assets under management and revenues to your institution. At the same time, our Marketing Department is there to help partners to build their brands and prestige in the community, which helps drive revenue from both banking and investment product sources.
We offer co-branding, dual-branding, private branding and IPI branding for your program. These options reinforce your brand’s value with compelling messages that are consistent across all customer contact points. Working with your marketing group, we strive to continue building your brand and communicating your institution’s value proposition.
- Marketing Redbook Complete with 12 Topic Templates
- Proactive Quarterly Campaigns
- Investment Program Introduction Kit
- On-Site Visibility Kit
- Take One & Leave Behind Series
- Seminar & Event Invitation & Flyer Series
- Advertising & Collateral Kits
- Referral Contest Kits
- Client Newsletters
- Financial Consultant Websites
- Online Marketing Library