For Service Providers
The Power to Do More
How are you helping advisors grow their businesses?
Value-added programs can do much to build loyalty between service providers and the Registered Investment Advisor (RIA) community. Fee-based advisors are faced with increased competition and the challenges of meeting the more complex needs of their high-net-worth clients. That’s why they appreciate working with custodians, money managers, insurance companies, broker dealers and technology providers who provide them with valuable business-building support.
Learn more about Fort Point Growth Partners
Customized consulting engagements
Selectively access Fort Point’s expertise to assist you with strategic planning or to help you execute specific initiatives.
- Team leader As a former senior executive at several leading financial services organizations, Paula David excels at navigating through complex marketing and branding challenges and is especially attuned at getting things done according to the team dynamics of a corporate environment.
- An expert on your own She’s helped some of the largest investment management and financial services firms distribute through the RIA channel.
- Proven coaching Paula and her team will work with your advisor clients individually or in small-group coaching sessions to help them with their strategic business, marketing, and communications needs.
- Available to others on your staff, too Leverage the extensive experience and knowledge of our network of seasoned business, research, HR and marketing professionals. We bring deep understanding of the high-net-worth, the RIA and financial service marketplace to every engagement.
Practice management and marketing programs
Help a fee-based advisor today. Show them how to sharpen their identities and establish their brands by utilizing the strategic and creative resources of Fort Point Growth Partners.
Fort Point will design and produce your programs for you. On your behalf, we can:
- Identify subject-matter expertise and industry-recognized speakers
- Conduct proprietary research and determine best practices
- Develop white papers, articles, podcasts, and webinars
- Produce regional events and interactive workshops
- Create how-to guides and workbooks
- Roll out the program to your staff and your clients
Customized speaking engagements
Learn more about Paula
Say the word. Fort Point Growth Partners founder and principal, Paula David, is available for keynote addresses, client events, workshops, and panel discussions. Here are just a few of her representative topics:
- The Four Principles of Breakthrough Growth
- Thinking Outside the Box
- 10 Simple Ideas to Market Your Practice Now
- Branding for the Bottom Line
- Selling Your Independence
Marketing and communications services
Whether you need a fully integrated communications program or “just a brochure,” we offer the full range of support required to help you reach the independent advisor market and deepen your relationships.
Think of us as an extension of your marketing communications team that can be called in when you need more help for:
- Marketing strategy development
- Advertising and public relations
- Client acquisition and retention campaigns
- Integrated selling system design
- Website development and electronic marketing
