What we do
We transform the client experience in financial planning businesses across Australia by delivering an out-sourced communications strategy.
Advant is an integrated marketing company that helps financial planning firms generate higher sales, build greater loyalty and gain new referrals from their existing clients.
Our Advantage
We are experts at what we do because we know the financial services industry well. Whether it’s a quarterly client newsletter that you want us to develop, design and send on your behalf, or you are looking for a total communications solution, we are ready to solve your problems in a cost effective, efficient way that provides you with a tangible ROI.
Our team comprises financial planners, marketing specialists, copywriters, graphic designers and IT professionals. It is this breadth of skill set that ensures we can deliver an effective out-sourced solution for your firm.
We provide:
- e-Newsletters, direct mail newsletters, budget reviews, education packs, direct mail initiatives, lifestyle events & corporate B2B solutions for the financial planning industry
- marketing collateral that cements your brand
- best-of-breed technology giving your business that highly professional edge
We believe that:
- your clients want to feel valued.
- your clients want to be kept informed.
- your clients want to be part of a winning financial planning team.
The lifetime worth of a client is the income they generate over the course of their affilliation with you, including the business they bring through referrals. If you choose to out-source your marketing and communications requirements to Advant, we will help you realise the full lifetime value of your clients.
Benefits of outsourcing:
