What We Offer: Marketing

Tap into our complimentary creative marketing support to help set yourself apart.


1:1 Consulting
Getting the Strategic Guidance You Need

Our team of consultants is dedicated to delivering to you the same kind of personalized service experience you bring to every one of your relationships. We take the time to get to know who you are and what makes you unique, offering one-on-one guidance and strategic insight to help you add depth and dimension to your brand promise. From refining and evolving your positioning to implementing comprehensive tactical programs, we help you promote your business in a way that works for you.

Rely on our expertise and resources to help you:

  • Define your target audiences and niche business
  • Develop a communications strategy
  • Leverage best practices from other Commonwealth advisors
  • Create a calendar of marketing initiatives
Evolving Your Unique Identity and Presence

Emphasizing your identity with every communication and interaction you have is key to painting your distinct brand picture and shaping perceptions. Our brand-building strategies and tactical tools help you convey a vibrant, compelling, and consistent message and image that reflect your core values, culture, personality, and expertise.

Take advantage of these resources to distinguish yourself from the competition:

  • Business cards, stationery, and note cards
  • Website strategy, design, and focused content
  • Customizable turnkey brochures
  • Social media preapproved content and updates
  • Public relations guidelines and content
  • Print and online ads to communicate clear benefits
Client Communications
Reinforcing Your Value to the People Who Know You Best

Finding new and creative ways to remind your clients exactly why they chose to partner with you in the first place can help you forge deeper, more productive relationships—and inspire them to recommend you to their family and friends.

Use our suite of targeted materials to help you enhance your clients' overall experience with your brand—with everything from planning an event and promoting new services to simply reaching out on a birthday or special occasion.

Engage your clients and keep them wanting more of everything you can deliver with:

  • Monthly market commentaries, newsletters, and research
  • Event invitations and presentations
  • Preapproved seminar materials
  • E-mail and letter templates
  • Articles of interest on current, relevant topics
Identifying and Targeting New Business

You choose your clients just as much as they choose you. That's why we provide the consultation to help you pinpoint your ideal prospects and then zero in with compelling messaging designed to raise awareness of your business.

Tap into new business potential using:

  • Strategies, guidelines, and talking points for optimizing referral opportunities
  • Preapproved advertising
  • Direct mail letters, e-mails, and fact sheets
  • Customized brochures and collateral that position you as a subject-matter expert
  • Articles of interest you can brand as your own and use with media to demonstrate your expertise
Cultivating Relationships with Centers of Influence

Establishing an outside network of trusted professionals—from attorneys and CPAs to estate planning specialists and other third-party consultants—is a powerful way to drive revenue growth. We help you identify potential alliances and demonstrate the mutual rewards of a partnership with resources and materials that showcase your values, expertise, and client service approach.

You can also take advantage of our turnkey Commonwealth Alliance Program, which allows you to offer other experts contracted fee arrangements for making client referrals to you.

Use a personal touch to expand your reach with:

  • Introductory letters and e-mails
  • Preprinted note cards
  • Articles of interest that show you’re on top of current trends
  • Continuing education credit opportunities
Framing an Approach Around Your Core Strengths

Use our Four-Corner Marketing engine—a dynamic online library that's available to you 24/7 from anywhere you have Internet access—to access thousands of customizable marketing pieces.

With just a few clicks, preapproved ads, brochures, articles, press releases, social media status updates, and other materials are at your fingertips for easy, targeted touches with clients, prospects, and partners. Everything is categorized, so you can find what you need at a glance, and an interactive feature lets you rate materials, as well as learn what's working for other advisors.