Q. How secure is my client database?
Your database is carefully locked away behind several layers of physical and software related security. Our Confidentiality Agreement and Service Agreement state that Advant will permanently delete your database upon disengaging our services. Our team will never rent, share or sell your list.

Q. How do you ensure the marketing material is compliant with FSRA and our Dealer Group?
Advant’s campaigns are subject to a rigorous compliance process that takes into consideration FSRA.
At Advant we also work together with your Compliance team and/or Dealer Group to ensure that all materials are compliant before they are used.

Q. What can I send to my clients that they'll actually take the time to read?
Each client is unique and will have different interests. In response to this, our newsletters contain an educational section, market news, a lifestyle section, games & quizzes, in addition to financial planning information.

Q. When should I use postcards?
Send clients reminder cards to alert them about important deadlines and to remind them to call for an appointment. Just think about how well they work for your dentist. You get a card, and the next thing you know you're getting your teeth cleaned. Postcard mailings are the perfect quick contact for everything from announcing your new web site to reminding clients about new products. Postcard mailings stand out in a stack of mail and deliver a brief message that leaves an impression.

Q. What size businesses does Advant cater to?
Our dedicated team have many years experience in financial planning and marketing for large and small businesses.

Q. Can we just use Advant to organise our Christmas presents (eg wine for clients with our logo on it)?
Advant is happy to provide one off solutions to your out-sourcing needs. Alternatively we can run year long campaigns for your firm.

Q. How will we know what our clients have received?
Advant provides reporting on every campaign that you engage our services for, providing you with measurable results and immediate feedback.

Q. How flexible is Advant in terms of content?
Our products are versatile, dynamic, informative and available in a number of appealing formats. We are also able to customise both content and format for your individual needs.