Kestler Financial Group (KFG) is proud to be an independent marketing organization (IMO) that has a national reach but offers a level of support that you would expect from a neighbor. When we say, “Welcome Home,” we mean it. Like your family at home, we are here with you in the tough times as well as the good.

We want to see you succeed and reach your full potential. This is our vision and core focus when providing programs and services to our advisors.

...getting bumped-up to first-class on a long, overcrowded flight. Think of us as the IMO that will have you flying first-class! Kestler has developed many different programs and marketing tools that allow you to succeed beyond what you thought possible. The following booklet will lay out the basic guidelines for many of the programs KFG can offer you. We hope you take advantage of them because they can be what makes all the difference in your effectiveness as an advisor and your value to your clients.

YOU are what people connect to first before ever learning of your product or service. Luckily, you have a unique voice and we want to help you define it and share it...we want to help you tell your story.

Kestler Financial Group has the ability to offer professional, creative marketing services that will not only be cost-effective, but will keep you well ahead of your peers. We understand your business first-hand and can

give you insightful guidance through the many avenues of marketing and advertising. Whether you are looking for conceptual advice or turn-key projects, Kestler will prove, when it comes to putting your best face forward, you should always keep it in the family.

Welcome Home

(Our professional photographers will keep you looking irresistable to future clients)

No matter your financial or investment product solutions, selling them relies heavily on your understanding of your customers’ needs. That is where Kestler can help you get some face time with new prospects. Our appointment setting services develop a warm lead that is ready to meet you at their kitchen table.

Whether you are an agent, an adviser, or a broker who works with investment/insurance and financial products, you can take advantage of our appointment setting services whenever you need them most. Our boutique service is customized and personalized for all financial and investment/insurance sales professionals.

APPOINTMENT SETTING

How do you make a statement? You certainly don’t want to stand out like a sore thumb! However, you want to make an impact in the way you present yourself and your business which will set you apart from the herd. At Kestler, we do more than just support and implement financial product solutions for your firm; we offer personalized consulting services to help you transform your business. You may want to take advantage of our Advisor Development Program (ADP) to enhance your expertise as a pro in the industry or simply need a strategic marketing plan that works for you, in your market. Our aim is to help put you in focus by providing personable and professional support to take you to the next level.

PROFESSIONAL DEVELOPMENT

COOPERATIVE MARKETING SOLUTIONS

KESTLER FINANCIAL GROUP

Even a Ferrari needs a tune-up to continually operate at peak performance. Kim Harrington, an internationally recognized Master Sales Coach, can assist you in closing more sales, maximize productivity, communicating with clients, effectively managing your time, strategic planning, and prospecting for new clients.

SALES COACHINGand MENTORING

Your brand is your company, and your company is your brand. A solid logo can be similar to a picture–it’s worth a thousand words. Imagine a Pepsi can without that blue and red circle. It suddenly becomes a faceless beverage. Don’t be faceless. Be famous.

BRANDING

At Kestler, we understand the importance of web presense, and, more importantly, we understand that your presense should properly represent the values of your company. We not only offer websites that make a statement, but we can provide coaching on content marketing to help you climb through the ranks to reach new, organic leads!

CREATIVE WEBSITE SUITE

ADVISOR RESOURCE CENTER

A letterhead set can speak volumes for your company. In a pinch, you might have to hand off a business card to a new contact or follow up on a growing relationship with a referral partner. You should have a business stationary set that meets your needs and brands your business with both impact and sincerity.

Are you presenting a seminar in the near future? Do you need a leave-behind packet that will keep your client engaged and help you stay top of mind while the weigh their decisions? Don’t let your info get lost on the kitchen counter and allow Kestler Financial to help you design an eye-catching product guide and presentation folder. Your focus is to close not clutter.

LETTERHEAD SETS

BROCHURES and FOLDERS

“BEST GROUP I HAVE WORKED WITH IN MY 28 YEARS IN THE BUSINESS.”

“THEY TRULY HELP TO SUPPORT THE INDEPENDENT AGENTS OUT IN THE FIELD.”

BUZZ ABOUT KESTLER FINANCIAL GROUP

KESTLER FINANCIAL GROUP

We’re Here For You

Mara BausermanDirector of Advisor Resourcesmara@kestlerfinancial.com 800.699.0299www.KESTLERfinancial.com