Development and positioning strategies for investment products

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Development and positioning strategies for
investment products
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CORPORATE OBJECTIVE
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.
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COMPLEMENTING EXISTING RESOURCES
Providing support throughout the Product
Management Continuum
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
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MARKET RESEARCH

• 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

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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

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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

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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.
OpenSky Capital Inc provides sales, marketing and
administrative services for retail structured and
alternative investment products distributed
through the Canadian advisor and dealer network.
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
Advisors Edge and Objectif Conseiller.
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.
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SAMPLE PROJECTS
Sponsored by
Sponsored by
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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).

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CONTACT INFORMATION
Jonathan Georges, CIM, FCSI Office (514)
783-1183 Cell [phone] E-mail
jonathan.georges_at_advisorcentric.ca