Advisor Marketing and Practice Management Program

AMP UP Your Business with The Investment Center's Advisor Marketing and Practice Management Program.

Have you ever wished you could have a marketing coach? Do you feel like you’re spending money on marketing with no return on investment? Are you unsure you’re using the correct technology for your practice? These and other issues are addressed with The Investment Center’s Advisor Marketing and Practice Management Program (AMP), a customized coaching program tailored to your business goals. 

The original goal of the program was to coach advisors on effective marketing of their practice. Following the program’s client acquisition success, it was recognized that in order to effectively manage the client experience a practice management element of the program was essential. Therefore, in 2016 coaching on effective practice management tools, technology, and techniques was added. Recognizing an advisor’s time is limited, help with the tactical part of the marketing plan has also been added, including: profiles and posting on social media; writing of personalized client communication; event invitation design; writing press releases.

The Advisor Marketing and Practice Management Program

  • A customized marketing program tailored to each advisor’s needs and goals
  • Includes a working marketing plan complete with calendar, budget, and metrics
  • Drives accelerated revenue growth through the expansion of existing client relationships and acquisition
  • Uses a proven model to develop a referral network of Centers of Influence (COIs)
  • Helps establish a client appreciation process that leads directly to introductions and referrals
  • Regular coaching calls help keep the advisor on track
  • Coordinates access to other advisors on the program to share best practices
  • A defined list of level of effort expected each year

    AMP is NOT a one-size fits all program.


What's Included:

Practice Assessment

Business & Clients The program starts with planning sessions designed to provide a thorough understanding of your business model and client base, the basis for your personalized program.


Practice Management Review of technology used, client segmentation, and services models.


Complete Marketing Audit An assessment of your current marketing collateral and activities, e.g. website, brochures, social media, etc.


Marketing Plan Using the results of the assessment and planning session a customized marketing plan is provided tailored to your business goals. Another planning session will go over the plan and any changes deemed necessary will be made.


Marketing Calendar & Budget
A final marketing plan, calendar, and budget will be provided.



Ongoing Coaching Calls 1 hour one-on-one monthly coaching call (with you or your assistant).


Face-to-Face Meetings Two face-to-face ½ day meetings a year to stay on track and meet with other team members.


Tactical Support

Social Media Support integrating social media into your overall marketing strategy, including help setting up your LinkedIn and Facebook profiles, and content suggestions. Up to 1 hour per month.


Client Events Help with planning 1 client event per quarter. This includes design of invitations, post-event emails, agendas, and advice on follow-up.


Public Relations Suggested content for media outreach, including press release development and distribution to local press.


Technology Advice on choosing the most effective technology stack for your practice. Suggestions on making the most of your Client Relationship Manager (CRM) to help manage your practice, deepen client relationships, and ultimately grow your business.



Assessment Help with measuring return on investment (ROI) per marketing tactic. Marketing Plan updated accordingly.


Best Practices Conference calls with other advisors to share best practices.

AMP Wins WealthManagement.com Industry Award

The WealthManagement.com Industry Awards recognize outstanding achievement, innovation, and support among vendors and suppliers serving the financial advisor industry. The 2016 awards — 59 in all — were handed out to 48 companies among 122 finalists and more than 400 nominations.

What our Advisors are saying

"The marketing program has been a tremendous success. It has provided programs to cultivate Centers of Influence relationships, structure in maintaining consistent contact with our current clients, and helped increase awareness of our firm in our community and our target market."

John B.

"Eight months ago we were concerned about our survival. With the help of TIC's marketing department and programs, that concern has melted away. The flow of referrals and resulting new business has been rejuvenated. We are writing new business and acquiring new clients again!"

Rob R. & Joyce C.

​These testimonials may not be representative of the experience of other customers and there is no guarantee of future performance or success