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Why Partner With Broad Reach MRC?

 

As a client of Broad Reach MRC, you will get:

 

Peace of Mind

As CEO, you’ve got enough on your plate, enough to worry about, enough to handle. Advisors and their clients. Home office staff. Compliance. Service levels. FINRA. Profitability. You don’t need to worry about Marketing, too! You'll have one less thing to worry about by taking all-things-marketing/branding/recruiting off your plate.

 

You’ll have confidence in your marketing plan, process, and collateral. You won’t be embarrassed with or by Broad Reach MRC. You'll look good to those you report to and who report to you and you'll be certain that you made the right decision to invest in your marketing. Ultimately, you'll have reassurance that there is some semblance of certainty to that murky, alchemic art/science known as Marketing.

 

You know you need to do marketing to grow optimally. Let us help you do it the right way. Or, at least, advise you on how to do it right. Measure twice and cut once with Broad Reach MRC.

 

Return on Investment (ROI)

Of course, nothing gives you peace-of-mind like tangible, positive results. With Broad Reach MRC, you’ll see ROI on your marketing spend, your recruiting spend, and your consulting spend.

 

From a marketing perspective, you’ll see an increase in your branding metrics: identity, image, recall, awareness, positioning, and perceived quality. A boost in public relations activity, clips, and placements. High-quality, agency-level marketing collateral (from print to direct mail to digital) and increased marketing pressure due to what we call Stellar Execution™.

 

All of this, of course, done with the goal in mind of improving your recruiting results. From a recruiting standpoint, you’ll get an increase in activity, warm/hot leads, GDC recruited, and the quality and quantity of advisors in your pipeline. Isn’t that why you’re marketing your firm in the first place? To recruit more and better advisors? And if you can achieve that (meet or, better yet, exceed your recruiting goals), then you’ll, no doubt, not only have received ROI on your marketing and your recruiting spend but on your Broad Reach MRC consulting spend as well (i.e., peace-of-mind).

Experience You Can Trust

Before you can get peace-of-mind from your marketing consultant, you need a high level of trust from your marketing consultant. With Broad Reach MRC, you get two decades of independent broker/dealer, stem-to-stern, pen-to-paper, brass tacks, sea dog, old salt, knows the ropes, by and large marketing and branding experience.

 

Nine-and-a-half years in the C-Suite as Chief Marketing Officer, 6 years in a Director/Manager capacity, and 4 years in a copywriting role. Actually, all of that two decades includes copywriting, which is why we excel at it. I challenge you to find a marketing consultant with more years of actual copywriting experience.

 

A quick aside: if you’re hiring a marketing consultant, be sure to insist on seeing their portfolio of work. If they can’t produce a portfolio of work that proves Stellar Execution™, cut and run (to use an old nautical term). If they can’t write it, how can they critique it?

 

 


The success or failure of any marketing campaign is in its execution. Anything less than Stellar Execution and your plan is in jeopardy of not achieving its objectives/goals. And execution, ultimately, comes down to copywriting…that moment between the reader and your creative. Poor copy (and design) makes for poor creative, poor readership, poor action, and poor results.

 

So, having a consultant that has two decades of writing under his belt in addition to a near decade view from the CMO perch is a win-win for you, the client. Throw in nearly 5 years of recruiting experience (of varying success) as well as familiarity working at small, medium, large, and network broker/dealers, and Broad Reach MRC has the holistic, full-service consulting knowledge, experience, and resume you need to build trust--and give you peace-of-mind.

Passion, Knowledge, Objectivity, & Value

I love this work! That being said, for me, it’s not work or a job, it’s a passion! I do all of the marketing heavy lifting for you...with a smile. Don’t want to put in 80-hour weeks and wreck your personal life over marketing, branding, and recruiting? Don’t do it. Let Broad Reach MRC take that off your plate. I’ll put in the 80-hour weeks for you. Plus, I’ve learned from the best in the business. You'll have access to knowledge and experience that is impossible for you to get anywhere else in the industry. Impossible. Well, there is one possibility. Want to know more? Let’s schedule a call.

 

With Broad Reach MRC, you’ll get objectivity and honesty. As a CEO, you know when you huddle your executive team and ask hard questions, you know you’re rarely going to get hard answers. Your team will likely look around and sheepishly agree with you (i.e., ask me no questions and I’ll tell you no lies). Then shred what you propose once they’re out of earshot. I’ve been there, I’ve seen it, and I’ve done it. As your consultant, you’re paying me for my honesty and to listen and respond objectively. And that’s what you’ll get. I’ll tell you if an idea stinks and why. Ask me your most pointed questions. As your trusted consultant, I’ll tell you no lies. Add all of that up, combined with our execution capabilities, you get tremendous value out of forming a consulting relationship with Broad Reach MRC.

 

Cost-savings

Speaking of value, partnering with Broad Reach MRC will present you with tremendous cost savings on personnel. The cost of hiring a full-time CMO is significant when you consider salary, bonus, and benefits. Not to mention the team that comes along with her/him. Hiring Broad Reach MRC as your “virtual CMO” will likely save you 1/3 to 1/2 the annual cost of an in-house, full-time CMO. And more on the team! Yet, you receive 100% of the knowledge and experience of a veteran marketer.

 

The Way™

Lastly, as a client of Broad Reach MRC, I’ll teach you The Way. That’s all I can tell you. To learn The Way, you must become a client.

To learn more and schedule a meeting, please call 978-870-6521.


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