Commonwealth Financial Network®

Marketing Support
Back to Advisory Services

Let us help you differentiate yourself and your advisory business from the competition with a compelling, consistent, client-centered message.

It starts with the Managed Account Process (MAP)—our proprietary “pitch book” that helps you define your approach to sales and asset management. MAP’s six-step customizable framework allows you to adapt it to suit your own style and provides a wealth of client-approved marketing pieces to help you meet your objectives, including:

Investment Policy Statement (IPS) templates that make it easy for you to set the stage for the client relationship
Client letters to help you communicate changes to your clients
Assessment and review tools to help you stay on top of your client’s evolving financial situation

And our own WealthMAP^® tool helps you extend the approach to wealth management. Both acquisition strategy and implementation tool, WealthMAP addresses all the phases of a client’s financial life and offers the customizable tools you need to reinforce the benefits you offer at every stage.

Both MAP and WealthMAP allow you to take advantage of our vast library of worksheets, questionnaires, brochures, letters, and quarterly review materials to effectively communicate your offerings and the value you bring to your clients. You’ll also have access to our team’s knowledge and expertise through one-on-one consultations. And we’ll help you take advantage of the most up-to-date industry news so you and your clients can capitalize on emerging market opportunities.