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MARKET RESEARCH ■ PRODUCT DESIGN ■ PRODUCT POSITIONING Development and positioning strategies for investment products
MARKET RESEARCH ■ PRODUCT DESIGN ■ PRODUCT POSITIONING Development and positioning strategies for investment products AdvisorCentric Marketing Inc. is a consulting firm dedicated to supporting investment product manufacturers and distributors in their goal to meet the ever-changing needs of financial advisors and their clients. CORPORATE OBJECTIVE
MARKET RESEARCH ■ PRODUCT DESIGN ■ PRODUCT POSITIONING COMPLEMENTING EXISTING RESOURCES Providing support throughout the Product Management Continuum MARKET RESEARCH PRODUCT DESIGN PRODUCT POSITIONING AdvisorCentric Marketing Inc. complements existing product development, product management and marketing resources by providing support in any or all stages of the product management continuum:
MARKET RESEARCH ■ PRODUCT DESIGN ■ PRODUCT POSITIONING Assess advisor needs and identify market trends by: Examining the financial market environment to anticipate advisor needs Monitoring and analyzing asset flows and competitive product development to identify developing trends Developing a comprehensive product mapping to visually identify gaps and/or duplication in the product line-up Providing recommendations on potential areas of product development and consolidation MARKET RESEARCH
MARKET RESEARCH ■ PRODUCT DESIGN ■ PRODUCT POSITIONING PRODUCT DESIGN Design innovative product / service features that best meet investor and advisor needs by: Analyzing advisor needs to effectively respond to market demands Analyzing developing market trends to deliver innovative products Addressing product line-up gaps and duplication to enhance sales opportunities or realize cost savings
MARKET RESEARCH ■ PRODUCT DESIGN ■ PRODUCT POSITIONING PRODUCT POSITIONING Develop and implement effective marketing and sales support strategies by: Leveraging market intelligence to identify potential unique selling propositions Clearly defining unique selling propositions for effective communication Developing innovative strategies to effectively disseminate the right message to the right advisors at the right time Continuously evaluating the relevance and effectiveness of the message
MARKET RESEARCH ■ PRODUCT DESIGN ■ PRODUCT POSITIONING SAMPLE CLIENT LIST For more than a decade, EquiSoft has been offering business consulting and software solutions to companies looking to make the most of information technology in the course of their everyday business. Rogers is Canada's largest publishing company. It owns many of Canada's best-known consumer magazines as well as the country's most respected business and professional publications including Advisor’s Edge and Objectif Conseiller. OpenSky Capital Inc provides sales, marketing and administrative services for retail structured and alternative investment products distributed through the Canadian advisor and dealer network. The Standard Life Assurance Company of Canada and its affiliated companies in Canada have $34.5 billion in assets under management as of June 30, 2006 and offer a wide range of financial products and services to over 1.31 million individuals, including group insurance and pension plan members.
MARKET RESEARCH ■ PRODUCT DESIGN ■ PRODUCT POSITIONING SAMPLE PROJECTS Sponsored by:
MARKET RESEARCH ■ PRODUCT DESIGN ■ PRODUCT POSITIONING INDUSTRY EXPERIENCE Jonathan Georges, CIM, FCSI Over 12 years of industry experience including: Overseeing strategic and tactical plans for the development and ongoing management of investment products Actively participating in an Investment Committee accountable for overseeing investment related matters for over $8 billion in mutual fund assets Working with portfolio managers and marketing and sales executives to develop product development and marketing strategies Creating educational and support materials including product and investment related brochures, portfolio manager commentaries and fund update sheets Holder of the Canadian Investment Manager (CIM) designation Registered designation of Fellow of the Canadian Securities Institute (FCSI).
MARKET RESEARCH ■ PRODUCT DESIGN ■ PRODUCT POSITIONING CONTACT INFORMATION Jonathan Georges, CIM, FCSI Office: (514) 783-1183 Cell: (514) 772-1183 E-mail: firstname.lastname@example.org
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