Turnkey Marketing Solutions for Dealer Firms

Dealer Firm Packages

Our Advisor Integrated Marketing (AIM) programs are built specifically for dealer firms managing advisor networks across Canada. We offer three comprehensive tiers: AIM LITE, AIM CORE, and AIM PLUS, each structured to deliver measurable outcomes for your firm and scalable support for your advisors, plus customized services for specialized needs.

The Opportunity for Dealer Firms

Dealer firms are navigating a landscape where advisor recruitment, retention, and productivity directly impact firm growth. Many want to provide marketing support that differentiates their offering, but coordinating compliance-ready programs, maintaining content freshness, and scaling across diverse advisor needs creates operational complexity.


The Advisor Integrated Marketing Program (AIM)  gives dealer firms a turnkey marketing infrastructure that delivers high-quality, personalized content to advisors, streamlines compliance workflows, and produces measurable business results across your network. It is marketing designed for how dealer firms operate. AIM is efficient, compliant, and scalable.

AIM replaces fragmented vendor relationships with a fully managed, compliance-informed program grounded in financial services expertise. All components are designed to reduce dealer operational burden while improving advisor satisfaction and productivity.


Depending on the chosen tier dealer firms receive:

  • Strategic program management coordinating advisor marketing 
  • Advisor onboarding workflows that accelerate time-to-market for new recruits
  • Package optimization ensuring advisors select appropriate service levels for their practice
  • Performance reporting showing network-wide engagement and ROI metrics
  • Co-op administration with dashboards for transparent tracking
  • Enterprise-grade Content Library as a Service (CLaaS) with continuously refreshed, compliance-vetted materials
  • Quarterly or monthly business reviews depending on tier
  • Dedicated compliance liaison reducing review and approval friction

AIM Lite

TESTING AIM WITH A PILOT GROUP:

Essential marketing infrastructure for dealer firms piloting AIM or supporting smaller advisor groups (10-15 advisors). Includes 10 core content library pieces plus 1 new piece quarterly, basic co-op tracking and reporting, templates and checklists for compliance support, email support with 48-hour response, email-based advisor onboarding support, quarterly dealer reports, basic CRM integration, and semi-annual program reviews.

IDEAL FOR:

Testing AIM with pilot group (10-15 advisors)


MINIMUM ADVISORS:

10 advisors

AIM Core

ESTABLISHED PROGRAM WITH ACTIVE ADOPTION:

Comprehensive marketing management for dealer firms with active advisor adoption (25-35 advisors). Includes 25 core content library pieces plus 2 new pieces quarterly, full co-op administration with dashboard, priority workflow compliance support, dedicated account manager, advisor onboarding program, monthly advisor-level and aggregate reporting, plus quarterly business reviews.

IDEAL FOR:

Established program with active adoption (25-35 advisors)


MINIMUM ADVISORS:

25 advisors

AIM Growth

MATURE PROGRAMS WITH SOPHISTICATED MARKETING NEEDS:

Full-service marketing operations for dealer firms with mature programs and sophisticated marketing needs (50+ advisors). Includes 40 core content library pieces plus 4 new pieces quarterly, premium co-op admin with dashboard, priority workflow compliance support, senior account manager, white-glove advisor onboarding, monthly executive read-out plus strategic recommendations, advanced automation and lead scoring, monthly strategic planning sessions, and 2 custom content requests per quarter.

IDEAL FOR: Mature programs with sophisticated marketing needs (50+ advisors)


MINIMUM ADVISORS:

50 advisors

Benefits of AIM for Dealer Firms


Dealer firms will benefit from the AIM program through reduced operational complexity, improved advisor satisfaction, and measurable network growth:

  1. Operational efficiency through centralized marketing management
  2. Faster advisor onboarding and time-to-productivity
  3. Reduced compliance risk through pre-vetted, dealer-approved materials
  4. Improved advisor retention through differentiated support offering
  5. Measurable ROI through network-wide performance tracking
  6. Competitive advantage in advisor recruitment
  7. Scalable infrastructure supporting sustainable network growth

Give Your Advisors a Competitive Edge


Book a 20-minute consultation and we’ll walk you through a customized AIM program designed for your network size, compliance framework, and growth objectives. No obligation to you, just a clear roadmap for systematic advisor growth.

BOOK A 20 MIN CONSULTATION

Other Services

Beyond our core programs*, we offer specialized services that strengthen your firm’s market position, support advisor growth, and address specific operational needs.


Expand your dealer marketing capabilities with:

  • Advisor recruitment marketing programs
  • Dealer brand development and positioning
  • Compliance content development and review workflows
  • Advisor training and enablement programs
  • Executive communications and thought leadership
  • Crisis communications and reputation management
  • Custom content creation for firm initiatives
  • Marketing technology integration and optimization
  • Regional market analysis and strategy


Outcomes:
From advisor recruitment campaigns and brand positioning to compliance workflows, training programs, and crisis communications, these specialized services integrate seamlessly with our core programs to help your firm attract and retain top advisors, build market credibility, and convert network growth into sustainable competitive advantage.

*Disclaimer:   All projections (leads, conversion rates, ROI) are illustrative and not guaranteed; results will vary based on dealer approval, compliance requirements, audience, budget, and market conditions. Ad budgets, technology platform expenses and print deliverables are estimates and not included in fees.

Compliance Note:  All activity is subject to dealer review and approval under CIRO DC Rule 3600. Email and SMS follow CASL requirements for consent, identification, and unsubscribe.

How It Works

1. Contact us

Contact us by email or via the contact form for Discovery.

2. Tell us your needs

Describe your firm's growth objectives and current advisor support infrastructure.

3. We’ll prepare an estimate

We'll prepare a comprehensive program plan with detailed cost model for your review and approval.

4. Program begins

Once we've agreed on all details, we'll begin with strategic onboarding and infrastructure setup.

5. Systematic execution

Your program runs on schedule with monthly reporting, quarterly optimization, and continuous compliance support.

Dealer firms providing structured marketing support see 3.2x higher advisor retention rates, 47% faster new advisor productivity ramp, and consistent 15-20% annual network growth compared to firms offering ad-hoc or limited marketing assistance.


Based on inSymmetry analysis of Canadian dealer firm performance data, 2023-2024