Platinum has the most supportive staff; available and ready to assist. Friendly and competent sans ego. Very nice!
— Michelle M., Colorado
Just a quick note to say thank you for all of your valuable information that we have been able to put to good use this past year. Our “State of the Markets,” that was held in January was a HUGE success and was remarkably well attended!
— Peggy H., Minnesota
Being a member of Platinum has been a great enhancement to our business. Having a company to go to for all our needs has been great. Two of my favorite things about Platinum is that human beings answer the phone every time you call and each person is trained to answer my question quickly. If they cannot, they find the answer and get back to me.
— Holly H., Georgia
The semi yearly market update seminars are very professional and easily understood by the attendees.
— Richard W. R., Minnesota
Your firm not only talks the talk, but walks the walk. Exceptional value, and an integral part of my practice. Thank you.
— Lance D., New York
Platinum makes my world a better place to be!!!!
— Julie Murphy C., Illinois
Platinum’s content is always timely and relevant.
— Steve S., North Carolina
I like the professional look that Platinum puts on everything they do.
— Amber U., West Virginia
Just started with Platinum on January 1st of this year. Have held two successful events, state of markets and a wine tasting. Have three more schedule this calendar year and can’t wait! Material quality is what impresses me the most. Everything from design and print quality of invitations to the technical data provided through educational presentations like the State of the markets. I feel like we have barely scratched the service of the value we can extract from this partnership long term.. It help us to plan and stay committed to our plan for marketing each year, which we desperately needed.
— Kurt D., Minnesota
The pre-approved Weekly Market Update is a reason enough to use this program.
— Robert R., South Carolina
Platinum is not only an effective system, it is incredibly easy to implement. It has added incredible value to my practice.
— Cubby B., North Carolina
Within 4 weeks of starting the Weekly Market Update, I received two referrals from separate sources and closed both within 2 meetings.
— Kurt J., Rhode Island
You guys are doing a great job! Keep up the good work!
— Phil W., Nebraska
The weekly newsletters are first class and convey competency and professionalism.
— Pat W., Alabama
Platinum Advisor’s office systems have been very beneficial in improving efficiencies and systematizing everything.
— Robert D. O., Missouri
A great use of marketing money, Platinum helps to streamline my marketing efforts.
— Peter M., Illinois
High quality materials with exceptional clarity. Truly transferable and professional in every way!
— JB T., Utah
Platinum offers innovative marketing material, ideas, and campaigns to use with my clients and prospects.
— Bob K., West Virginia
Your turnkey products and services are outstanding! The creativity is the best I have seen in the industry since I began 20 years ago.
— Eva V., Massachusetts
Working with Platinum Marketing has been the best decision I made in a long time. They help me communicate to my clients each week without me spending so much time searching for ideas or news. All my clients are thankful for my e-mail blast each and every week.
— Randy P., Maryland
Platinum Advisor Marketing has helped me get my arms around how we reach out and communicate to our clients, either through events or regular e-mail contact. They have made it easier for us as a firm to spend time on the things we don’t like to do……Marketing.
— Tyler B., Colorado
Why re-invent the wheel? Platinum does it for you!
— Bobbi A., Michigan
One of our strongest relationships is with Platinum Advisor Marketing Strategies. For the first time, our team has a collective and collaborative marketing strategy to grow our business. This is paramount to all of our successes. I clearly remember the day when my wholesaler from CNL, came into my office. Weary after just completing my weekly email to my clients, tired of content development and of my own grammar challenges, he pulled out this four page brochure on a group in Florida (who we now fondly refer to as “the boys) and I immediately latched on. I immediately recognized a strong collaborative relationship for our team. Not by some computer marketing company or guy who “says he has been in a trench”, but real advisors making a living the way you and I do…GETTING NEW CLIENTS! We have completed about 18 months with Platinum and I can Identify $10m new assets and easily $250k in revenues. That’s a real production increase! Our client communications and intimate client events have been exceptional and the feedback from our clients has been awesome. I couldn’t be more pleased.
— Steve H., North Carolina
Last week, we had over 34% of the Market Commentary forwarded to other e-mails NOT on our list! Roughly 100 new e-mails. Not too shabby. I have not heard one negative word about the amount of e-mails coming from my office, and have only had clients CALL IN to say how much they liked the e-mails.
— Hoke S., South Carolina
The materials offered and STAFF are professional and excellent! I enjoy working with Platinum.
— Renee D. S., Washington
Platinum is truly top notch. Their professionalism and thoroughness is invaluable and really something to be cherished in this industry.
— J. Blakely, California
When we decided to form our partnership, we struggled for weeks trying to figure out the best name, logo, tag-line, and overall brand. We finally deferred to Platinum’s expertise and solved all these way better than we could have on our own.
— Jim D., Indiana
The new company brochure you helped us develop is worth its weight in gold. The feedback is glowingly positive. My clients have just started handing it to friends, family, and work associates, and today we received three referrals alone. It is the single best piece of marketing we’ve ever had, hands down.
— Stan Z., Wisconsin
I have been in the business for 31 years, and have used just about every coaching program. If you are not using Platinum you should be!!!!
— Larry J., Texas
Platinum allows me to make contact with my client base in a very efficient manner. You are doing great!!!!
— Ken C., Montana
I started using the Platinum program in 2009 and my GDC was a little under 200k. In 2010 I reached 380k In 2011 I reached 620k My current rolling 12-month numbers are at about 760k! I use the program and it is working great. I am really an advocate of the program.
— Devin G., Virginia
Definitely worth the investment!
— Phil C., Georgia
Your professional approach is always tempered with wonderful human interest in all of your client communications. It is a real art to make clients feel special, and you have mastered it so that I can learn from your suggestions.
— Virginia H., Kentucky
Your guidance earlier this year on our rebranding project has been a huge success. We continue to hear from clients (and friends) how much they love our logo and our new look. Our marketing materials look beautiful and we now have a professional look that matches the professional service we have always given. We just passed the $6 million mark in sales as of November 10th ( another record) and plan to close the year out with at least $6.5 mil in sales. We send out the WMU each week, send out our own quarterly white papers, and send out birthday and anniversary cards to all our clients, and invite them to all our public events. Similar to Fross and Fross, our referral business has made up 36% of our sales for this year. All week, I have been considering this statistic and our marketing costs wondering how to increase sales and reduce my mailer costs. That question was answered that on the conference call today. Thank you! If Fross and Fross has pom poms – I need a pair. 🙂
— Holly H., Tennessee
Platinum’s products and services make my job easier, leaving me more time to focus on other business building objectives. Love the turn-key seminars and the helpful, always friendly staff. I feel important to Platinum.
— Melissa Y., North Carolina
Platinum creates top-notch materials that are easily customized. They have taken our marketing image and communication with our clients to a whole new level – and people are noticing the difference! Keep up the good work!
— Kristin R., Pennsylvania
I really like the semi annual State of the Markets update. Very well done.
— Tess W., Texas
Platinum Advisor Marketing offers a variety of practice management tools as well as great client communication tools that I use weekly in my practice.
— Michael A., South Carolina
Platinum is on the cutting edge. Very professional and pertinent materials and marketing pieces. They’ve helped take us to another level in our business. So thankful to have met up with Platinum advisors. I appreciate meeting and working with TRUE professionals. It’s great to see a firm doing things in a most excellent way. A model for all of us to aspire to. Would highly recommend!!
— Cameron B., Tennessee
The weekly commentary is perfect. Short, to the point, encouraging. A great way to keep in touch with the clients and prospects.
— Stephen K. D., New York
Every time I call your help line, I get a very helpful person who really does provide platinum service – thanks!
— David D., Kansas
Platinum filled a great void in communicating with our clients on a timely basis. The weekly e-mail newsletter is current and excellent in content!
— Tom K., Maryland
We enjoy using Platinum to help us take the guess work out of contacting clients on a regular basis.
— Kevin F., Tennessee
The more systems and processes that we employ into our practice the more effective we become. Thank you for giving us the tools to do so!
— Brian D., Indiana
Best marketing I’ve come across to date!
— Robert P., Nevada
One of the best systems I’ve seen and used in 15 years.
— Brett R., Idaho
The information available on the Platinum website is turnkey and very useful. The support staff is very friendly and responds to all requests very timely!
— David C., Texas