DIFFERENTIATION

Matt Barnhart

"I'm constantly seeking to align myself with resources and individuals who think beyond the industry's typical cookie-cutter solutions. Greater Pacific's leadership team has proven to be a critical ally for the out-of-the-box thinking required to run a distinctive practice in our rapidly changing industry."

"How can I set myself apart from the competition?"

Greater Pacific's advisor-designed business units provide the tools, intellectual capital, and staffing required to make your practice stand apart from the competition by transforming how you attract, service, engage, and market to clients.

Core Greater Pacific solutions for differentiating your practice include:

Relationship management unit.
Marketing center.
Advisor teaming.

Relationship Management Unit

Greater Pacific's human-touch solution for proactive client outreach. Let our staff help you increase your value offering to clients by implementing a process to consistently and actively engage clients when it counts and without waiting for their inbound calls.

Core relationship management solutions include:

Phone contact on key dates.
Personalized digital correspondence.
Holiday and contribution reminder postcards.
Weekly social media postings.

Marketing Center

Innovative marketing and consistent branding is crucial to establishing credibility and trust: prerequisites for growing your business and a full-time job.

Greater Pacific offers a broad set of highly customizable solutions to help you attract, qualify, engage, and retain your ideal clients.

Core marketing center solutions include:

In-house strategic coaching.
Lead generation.
Social media promotion.
Digital keep-in-touch and relationship-building tools.
Proactive communications techniques and workflows.
Website development.

Advisor Teaming

The most common business model for retail financial advisors remains that of the sole proprietor operating alone with perhaps one or two assistants. While many of these advisors find the concept of teaming attractive and clearly see the potential upsides, they have little to no experience with successfully forming advisory teams and do not have access to professional guidance.

Greater Pacific's culture is rooted in team-based collaboration and our practice consultants bring a wealth of experience, best practices, and proven techniques to support you whether you want to form a team or join an existing group of likeminded advisors.

Core teaming differentiators at Greater Pacific include:

Practic consultants with extensive experience and expertise in working with advisors to establish and manage a team.
Formal teaming documentation, ranging from business agreements to workflows and team-based comprehensive service client guides.
A firm culture where teaming is the norm, not the exception.