The Marketing Resource Centre was developed for you to grow your investment business. The program includes a variety of tools to help you announce and generate awareness about your investment offering with prospective clients and grow your share of wallet with existing ones.
Awareness & Onboarding Support
- Representative Partnership Release Template: Leverage this press release template as the first step in drawing awareness to your affiliation with CI Direct Investing via PPI Valet. Publish this press release on your website and share it via LinkedIn and other social networks to boost your profile and generate awareness of your latest offering.
- Build your Investment Portfolio Online Template: Send a customised introduction to your clients
- Client Engagement Agreement: Once your client has shown an interest in the PPI Valet platform, use the Client Engagement Agreement to help them understand the value of services that you offer. We highly recommend that this is completed with your client to ensure transparency pertaining to your responsibilities as a PPI representative
Content Marketing
- The Link Between Blog: Visit this regularly updated blog for great linkable content to share with your network by email, through social on via your newsletter.
Customizable Marketing Materials
Customize each piece to include your contact information and keep your name top of mind with clients and prospects. Each PDF can be used to link to, as an email attachment or printed.
- Rest Easy Knowing Your Money Is Taken Care Of: Outlines the different portfolios available to investors by risk tolerance and explains the benefits of a managed solution.
- Fees at a Glance: Summarizes all the fees for your client and you can enter the exact Representative Service Fee that you charge.
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The Value of Advice: Speaks to value you add to your clients through financial planning to clients with CI Direct Investing investment portfolios.
Educational Material for Investors
Help your clients the features and benefits of different account types available at CI Direct Investing:
If you have any questions about any of the content provided, please contact your regional representative or [email protected].