Both Marketing and Sales agree that value-add programs are an important part of the marketing arsenal; but at what cost?  And how do you track the return on investment?

The benefits of value-add programs are obvious:  they reward loyal partners, provide advisor training, reach a large group of advisors at one time, showcase firm expertise, build brand and create exposure at national conferences.  But the challenges are a little less obvious; how many resources should be dedicated, at what expense, does it fit with your brand, who can deliver it, and is there a link to product or a sale?

Here’s what needs to be evaluated:

• Number of programs offered
• Program topics – are they what advisors want/need, do they fit your brand?
• Drivers of program development – are they current and relevant?
• Delivery – who, when and where?
• Efficacy – are you accomplishing your goals with your programs, or wasting resources?

If it’s time to re-think your value-add, SwanDog can help.  Whether it’s building, scaling back, or employing outside resources, we can help you strategize your approach to value-add programs.

Call us today to find out more!

630-995-3858