advisor research group overview from matt

WE LIVE IN THE DAYS OF FREE AND LIMITLESS INFORMATION

BUT ONE THING STILL STANDS…

YOU GET WHAT YOU PAY FOR

To SAVE YOU TIME from information overload

To GIVE YOU THE TOOLS and resources YOU need to build your practice

To PROVIDE YOU WITH IDEAS and best practices that make YOU stand out

To Do all of this WITHOUT ADVERTISING, bias, and redundancy

OUR MISSION IS SIMPLE:

“Free” information websites require the continuous addition of articles to attract click through rates for their advertisers. How else would they make money?

This is why you see a lot of the same topics being talked about over and over and why a lot of it really doesn't pertain to your specific needs.

WHAT IS WRONG WITH THE FREE INFORMATION I ALREADY USE?

You wouldn’t tell your clients to take on their own investment strategy based off magazines and online services? So… why do you?

Investing in high quality, unbiased information is just as important as investing in your appearance or the software you use to track portfolios and keep on top of your clients.

WHAT IS WRONG WITH THE FREE INFORMATION I ALREADY USE?

WHAT WE DO AND HOW WE DO IT

Too Much Information Too Many Opinions

Too Much Room for Error

WE TURN THIS…

INTO THIS!

Quick and to the point!

We read over 20 different articles, removed the bias and fluff…

Providing you with only the best information and leaving you with what really matters!

BUT WE DON’T STOP THERE!

Every report gives you a step-by step plan.

So you can implement it quickly and easily!!!

WE ALSO HELP YOU DO THIS…

Educating your clients is a great way to keep top of mind.

Download our client ready content in WORD format, edit, add your voice, and send away!

INSTEAD OF DEALING WITH THIS!

Every two weeks we send this to your inbox:

Only the top 6 reports you need to know about for that time period!

Read all 6 in 20 minutes and get back to what you NEED to do!

WHAT TOPICS DO WE COVER?

WHAT TOPICS DO WE COVER?

This is the best partIf we haven’t covered a topic or covered a topic specific enough for your situation we will write it for you.

Seriously; send us the topic and we will read everything on it and deliver you a final report for your approval.

There is no limit to how many topics you request. We will deliver on all of them.

Just Type & Send!

WHAT TOPICS DO WE COVER?

This is the best part cont’dIf this sounds too good to be true don’t worry about it.

Having topics requested helps us do three things.

1. It saves our research team a lot of time from reading all of those sources to review what is actually relevant.

2. It ensures the information we provide is relevant because it is has been recommended by your peers.

3. It promises that we can be your one stop shop that guarantees you get the information you need at all times!!!!

Just Type & Send!

TOPICS WE HAVE WRITTEN BASED ON CLIENT REQUEST

• How to buy a book of business• How to partner up• Changing roles from becoming a fee-based advisor

to fee-only advisor• Hiring an executive assistant

• Assessing your clients’ needs• Mapping and improving client expectations• Developing a client profile to better define your

marketing strategy

• Anti-spam• Bill 157• FATCA• CRM2• Tax changes either federally or provincially• Closet Indexing

• How to budget for a website• Developing a blog and promoting it• How to use LinkedIn effectively• How Twitter can actually get you leads

• $485 for one year

• Unlimited access to all reports, tools and resources.

• Our digests of the latest and best topics are emailed to you on the 1st and 15th of each month.

• All reports can be REBRANDED for your clients!

• Unlimited topic requests; • Topic requests are delivered to you in 5-7 business days• Topics can be province specific• All requested reports are put into our resource archive to share with our clients• If you need it, our other clients need it!

• No auto-renewal. At the end of each year, you will be contacted to verify your wish to continue with us for the coming year.

MEMBERSHIP DELIVERABLES

Matt Sheehanmatt@AdvisorResearchGroup.com

Questions or Comments? Would you like to see a couple of our sample reports?How about a 10 minute online tour of the members area?We will be happy to oblige!

www.AdvisorResearchGroup.com