Discover your ROI with Advisor Briefcase®

Discover your ROI with Advisor Briefcase®

Increase revenue from current clients  

Advisor Briefcase helps advisors increase revenue from current clients by developing loyalty and trust through more targeted and frequent communications, ultimately staying top of mind.

Advisor Briefcase helps advisors increase revenue from current clients by developing loyalty and trust through more targeted and frequent communications, ultimately staying top of mind.

$

Increase Your Annual Revenue by up to

Advisor Briefcase Impact: Increase annual revenue growth by

%

Improve client and revenue retention  

Advisor Briefcase helps advisors drive referrals through improved client service as well as high quality branded educational materials that can be traced back to them by potential referrals. In addition, Advisor Briefcase frees up time through automated client communications to allow for more time to spend on new prospecting and the associated follow up activities, which Advisor Briefcase facilitates tremendously by making it easy deliver timely, automated and targeted communications.

Advisor Briefcase helps advisors drive referrals through improved client service as well as high quality branded educational materials that can be traced back to them by potential referrals. In addition, Advisor Briefcase frees up time through automated client communications to allow for more time to spend on new prospecting and the associated follow up activities, which Advisor Briefcase facilitates tremendously by making it easy deliver timely, automated and targeted communications.

Increase Your Annual Revenue by up to

Advisor Briefcase Impact: Decrease clients lost by

%

Attract and convert new clients  

Advisor Briefcase helps advisors drive referrals through improved client service as well as high quality branded educational materials that can be traced back to them by potential referrals. In addition, Advisor Briefcase frees up time through automated client communications to allow for more time to spend on new prospecting and the associated follow up activities, which Advisor Briefcase facilitates tremendously by making it easy deliver timely, automated and targeted communications.

Advisor Briefcase helps advisors drive referrals through improved client service as well as high quality branded educational materials that can be traced back to them by potential referrals. In addition, Advisor Briefcase frees up time through automated client communications to allow for more time to spend on new prospecting and the associated follow up activities, which Advisor Briefcase facilitates tremendously by making it easy deliver timely, automated and targeted communications.

Increase Your Annual Revenue by up to

Advisor Briefcase Impact: Increase referrals and prospects by  and Increase conversion rate by

%
%

Enable advisor and practice efficiencies  

Advisor Briefcase provides Advisors and their support staff a vast library of communication solutions; the content is easy to search and target to client specific needs and it is delivered in a fresh and professionally designed format that incorporates the Advisors brand and, if necessary, can be quickly submitted for FINRA review. Advisor Briefcase significantly reduces the time to address individual client communication needs by providing easy to use segmentation and enabling the delivery of targeted/ personalized information through automated email distribution and campaigns using the 'set it and forget it' functionality.

Advisor Briefcase provides Advisors and their support staff a vast library of communication solutions; the content is easy to search and target to client specific needs and it is delivered in a fresh and professionally designed format that incorporates the Advisors brand and, if necessary, can be quickly submitted for FINRA review. Advisor Briefcase significantly reduces the time to address individual client communication needs by providing easy to use segmentation and enabling the delivery of targeted/ personalized information through automated email distribution and campaigns using the 'set it and forget it' functionality.

Increase Your Annual Productivity by up to

Advisor Briefcase Impact: Reduce time spent creating and managing client communications by

%

Reduce costs from 'other' communication systems  

Advisor Briefcase helps reduce many additional communication expenses by providing richer and more targeted communications without the added cost of disparate systems or other expenses such as direct mail.

Advisor Briefcase helps reduce many additional communication expenses by providing richer and more targeted communications without the added cost of disparate systems or other expenses such as direct mail.

$

Reduce Your Annual Costs by up to

Advisor Briefcase Impact: Reduce costs for redundant communication systems by and reduce direct mail costs by

%
%

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Key Benefits

Increase Revenue from Current Clients: %
Actual Customer Impact:
- 20% of overall increase in revenue growth
attributed to Advisor Briefcase due to improved client communications
- 10-25% of overall increase in revenue growth
attributed to Advisor Briefcase due to improved client communications
Improve Client and Revenue Retention: %
Actual Customer Impact:
“This is the best tool I can think of to help advisors work with their client’s
children and communicate with them in a personalized and pinpointed manner.
There’s no question that if you do that, you will get those assets with those generations.”
Attract and Convert New Clients: %
Actual Customer Impact:
“Advisor Briefcase gives advisors automated built-in efficiency for
client communications which frees time for prospecting.
Prospecting is the part of an advisors day that always gets squeezed out
so helping them make time for it is important.”
Enable Advisor and Practice Efficiencies: %
Actual Customer Impact:
- Saved $1,000 in productivity costs per newsletter
- Reduced time spent managing communications by over 80%
- “Advisor Briefcase makes this process go
from being a burdensome one to a click of a button.”
Reduce Costs from 'Other' Communication Systems: %
Actual Customer Impact:
- Eliminated $750 in annual costs for third
party software applications (100% reduction)
- Reduced direct mail expenses by $2,250/month (50% reduction)
“If you just reduce direct mail, you can pay for Advisor Briefcase."

Increase Revenue from Current Clients:

Actual Customer Impact:
- 20% of overall increase in revenue growth attributed to Advisor Briefcase due to improved client communications
- 10-25% of overall increase in revenue growth attributed to Advisor Briefcase due to improved client communications

Improve Client and Revenue Retention:

Actual Customer Impact:
"This is the best tool I can think of to help advisors work with their client’s children and communicate with them in a personalized and pinpointed manner. There’s no question that if you do that, you will get those assets with those generations.”

Attract and Convert New Clients:

Actual Customer Impact:
"Advisor Briefcase gives advisors automated built-in efficiency for client communications which frees time for prospecting. Prospecting is the part of an advisors day that always gets squeezed out so helping them make time for it is important.”

Enable Advisor and Practice Efficiencies:

Actual Customer Impact:
- Saved $1,000 in productivity costs per newsletter
- Reduced time spent managing communications by over 80%
- "Advisor Briefcase makes this process go from being a burdensome one to a click of a button."

Reduce Costs from 'Other' Communication Systems:

Actual Customer Impact:
- Eliminated $750 in annual costs for third party software applications (100% reduction)
- Reduced direct mail expenses by $2,250/month (50% reduction)
- "If you just reduce direct mail, you can pay for Advisor Briefcase."

Estimated Investment vs. Return

Your bottom line:

 InvestmentReturn
Total Year 1
Total Year 3
Return On Investment (Year 1)
Return On Investment (Year 3)
Payback (in Months)
Payback (in # of Clients)