Client Engagement and Prospect Positioning

Deliver information they look for.

Recurring Newsletter Communications

Either in print or via email, providing engaging content is a great way to reinforce your brand and let clients know that you are always available to discuss their unique situation.

It also provides a mechanism to allow your prospect base to qualify themselves, saving you precious time and effort. They need to know what you do and remember you do it, so when a problem comes up in their lives that you can solve, you would be the one they turn to.

Merrill Anderson publishes and produces content specifically for trust teams that is clear, informative, and motivating.


We can place our content in your brand, handle print production or email template creation, and provide mailing or email distribution. Our services and licensing agreements are tailored to each client's capabilities, so you only pay for the services that you want and will perfectly supplement your existing efforts. 

Position yourself as a provider.

Brochures

and Trust Ads

The first step in any marketing campaign is to ask:

 

How is the suspect going to become a prospect?

Trust and wealth management services are shrouded with myths regarding who benefits by them, why they are utilized, and when the right time is to consider them. These myths need to be dispelled, and an easy and effective way to do that is with brochures. 

Having a library of brochure resources positions you as a knowledge base worth consulting.

An overview brochure can explain your unique selling proposition in a no-pressure setting for a suspect to share with loved ones. It can also give your brand ambassadors a way to share your information and make a referral back to you.

A specific product focused brochure can provide a way for a client to educate themselves on the service they are interested in, and a friendly way for business development officers to follow up after a sales call.

Merrill Anderson publishes and produces brochure content specifically for trust teams that is clear, informative, and motivating. We can draw off of our existing content library to reduce costs, or write new content that matches exactly what you do.

Beyond the brochures themselves, we can create the surrounding collaterals for raising awareness such as posters and displays for in-bank distribution. Many of the best trust prospects are already in the bank. They need to know that even if the trust department isn't located at their branch, they can ask about trust services.

We can place our content in your brand, handle print production or email template creation, and mailing or email distribution. Our services and licensing agreements are tailored to each client's capabilities, so you only pay for the services that you want and will perfectly supplement your existing efforts. 

©2020 by Merrill Anderson Co.

21 Ways to Spot - Sample Cover