
Dubick & Associates brings extensive industry experience and product knowledge in
the delivery of the following services:
•Strategy Development &
Positioning
•Competitive Intelligence
•Product
Development &
Rollout
•Market Analysis & Segmentation
•Distribution
Planning
•Sales Support &
Training
•Qualitative
Research / Focus Groups
•Issues
Development / White Papers
•Brochures / Newsletters / Websites
•Cross-Selling Strategies
Advisors compete for
visibility and mind share, as well as clients, with a vast number of financial
providers. Advisors who differentiate themselves from others can:
Because great
efficiencies can be gained from serving clients with similar needs
and expectations rather than trying to be all things to all investors, the
workshop helps advisors identify which clients
and prospects are the best fit with their firm’s qualities and capabilities.
The workshop helps them identify their special features and competitive
strengths, and shows them how to build the name and influence of their
firm in the marketplace.