Why Partner up with a Financial Coach?
The best of both worlds. We use co-branding as a critical technique for transferring the positive associations of one company’s product, brand or service to another. Co-branding can be an excellent way to grow a company without having to make a major investment in resources or create expensive marketing campaigns and where each business benefits from the reputation, image, and customer base of the other. In other words, we create the following seven core synergies with your existing brands:
- Expanding your customer base (more customers)
- Increasing your profitability with perception of a premium product offering
- Responding to customers’ expressed and latent needs through extended services
- Strengthening your competitive position through a higher market share
- Enhancing your product introductions through enhancing the brand image.
- Creating new customer-perceived value
- Yielding operational benefits through reduced cost
Appealing to a customer’s wants and needs should be the number one priority for every brand. If there is a gaping hole in the solutions your brand provides and you are aware it can be filled by a similar brand such as financial coaching, then teaming up to create the best of both worlds for each of your customer bases is a clever strategy that proves you know what your customers want, maybe even before they do.
Partnering strategically with another business in your marketing can be wildly successful for everyone involved and will make both parties more successful than they could have been on their own by finding a partner that complements them well. My expectations with properly prepared co-branding agreement is to protect each partner, define the parameters of the co-branding strategy and create a lasting brand friendship that can produce collaboration and idea sharing for many years to come!
Top Reasons to Refer Your Friends, Family & Clients to a Financial Coach
- Moved here from out of town
- Bought a new home
- Started a new job
- Launching a business
- Dealing with elder care for your parents
- Going through a divorce
- Preparing to sell a business
- Poor experience with current advisors (high fees, commission-driven, tax-inefficient, poor service)
- Married or become engaged
- Starting to invest in real estate
- They Inherited a windfall
- Had a new baby
- Said that they may be retiring
- Started a youngster in school
- Started on Medicare/ Social Security
REQUEST A CO-BRANDING / CO-MARKETING PROPOSAL!
Wealth Architect Platinum Membership
- Unlimited financial coaching strategy sessions
- 60 second highlight on-location footage for business
- Free business valuation
- Free business consulting and predictive dashboard
- Access to monthly webinars
- Monthly e-newsletter
- Co-marketing collateral
- Preferred rates on referral program
- One live annual workshop
- Free sponsorship on wealth archtect collateral
Call
We’ll first meet to discuss your goals and define the parameters of the White Label Strategy.
Proposal
I’ll send over a proposal on how our relationship can be mutually beneficial, our shared core values and alignment with your industry and target audience.
Agreement
We’ll sign a partnership agreement outlining the ongoing services I’ll provide and the fee you’ll pay.