Financial Broker Stronger Together - This is a guide for Brokers on how to integrate the Financial Broker brand across all aspects of your ...
←
→
Page content transcription
If your browser does not render page correctly, please read the page content below
Financial Planning & Guidance Financial Broker Stronger Together This is a guide for Brokers on how to integrate the Financial Broker brand across all aspects of your communications and marketing. Creating your success through Financial Planning
Financial Broker Stronger Together
The Financial Broker brand has obtained real traction in the market. All life
companies are using the term ‘Financial Broker’ in literature / advertising
and many Brokers have adopted it in their business names and as
technical descriptions of their Brokerage.
The term ‘Financial Broker’ replaces the users of Financial Brokers rated their services
diverse and confusing range of titles that highly, other consumers either did not have
existed before the project and now has Brokers on their radar or they had
commonplace amongst consumers, industry misconceptions which undervalued the
and fellow Brokers. service Brokers provide. A strong brand at a
national level gives everyone a basis to
It is important that we now have a common counteract this and win more consumers for
brand to market the value of Broker services all Financial Brokers.
against other channels. Consumer studies (in
Ireland and abroad) suggest that whilst existing PIBA’s aim is to ensure we have a vibrant
Financial Broker market in 5-10 years from
now. To help achieve this it is important that all
Brokers use the brand Financial Broker on their
The term ‘broker’ may only be used where the emails, stationary and website.
principal regulated activities of the intermediary
are provided on the basis of a fair analysis of the Using the Financial Broker brand allows your
market. Brokerage to leverage the ongoing
industry-wide promotion of Financial Brokers.
In order to meet these requirements, the Central It brings clarity to consumers about who you
Bank expect that at least 75% of a regulated firm’s are and what you do.
total turnover, on an annual basis, comes from
regulated activities provided on the basis of a fair
analysis of the market. The intermediary may
provide other regulated activities on a limited
analysis basis or hold tied agencies, provided
these activities do not constitute more than 25%
of total turnover, on an annual basis.
“Fair analysis of the market” means providing Financial Planning & Guidance
services on the basis of a sufficiently large number
of contracts and product producers available on
the market to enable the intermediary to make a
recommendation, in accordance with professional
criteria, regarding which contract would be
adequate to meet the consumer’s needs.
For more information on using the term ‘broker’
please refer to Chapter 1 of the PIBA Compliance
Manual
Creating your success through Financial Planning
Financial Broker Stronger Together
Incorporating the Financial Broker
logo into my stationery
The next time you are getting Letterheads, You will also find the guide and the logos in the
Compliment slips or Business cards printed, members section of the PIBA website under
please consider adding the Financial Broker logos in the Resource Centre (PR & Marketing
logo. section).
We have guidelines on the implementation of Once your stationery has been redesigned to
the Financial Broker Brand which we can email add in the Financial Broker logo and you would
to your printer along with the Financial Broker like to get the stationery checked for
logo. This makes it as easy as possible for you compliance with Central Bank requirements,
to integrate the brand alongside your own please contact the PIBA compliance unit.
businesses brand in all your stationery.
Brand Guidelines document
Financial Planning & Guidance
What song sheet are we singi
singing from? As individual Brokers, each of us has a clear-cut view of our own
Let’s sing from the same son
song sheet responsibilities and goals. However, as a professional body, it is
important that we share a cohesive vision and speak with a
unified voice.
One -
Here we outline the principles that guide us in our roles as
Financial Brokers.
ance
Who we are recommendations will be appropriate
& Guid
l Plan
ning We are professional Brokers with to their needs.
Financia
expert knowledge of financial Our client focus
V
Unified
planning. Our primary objective is to Our aim is to build client trust, based
identify the financial needs of our on mutual respect and a shared vision
clients and to implement solutions of how we might best achieve their
w brand that will meet those needs and financial goals. We are open and
our ne
-
protect their interests. In doing so, we honest about our costs and we make
ducing may utilise other companies and these explicit at the early stages of
Intro
Oneified Voice
financial providers, but we do not every client relationship. In helping
elping
represent them. Rather, we value and one client, we may draw on our
U
protect our independence and experience with another, butt we
impartiality at all times. always respect complete clientent
confidentiality. In nurturing our
What we do business relationships in thiss way, we
We help our clients shape their will provide long-term supportort in a
financial future by providing quality manner that
information and impartial advice. We is mutually beneficial.
Un ce
constantly monitor the market to find
O
the most suitable pproducts for each
client and we provide clear, concise
written support for our
recommendations. We undergo
rigorous training and continuous
professional development (CPD) to
Voi
ensure that we remain up-to-date
with industry trends and new
products.
cts. This means our clients can
Creating your suc
Creating success
ccess through
cc h hat our
always be confident that
Financial
Fi
inancial Planning
Financial
Planning
& Guida
nce
As part
reques of the unific
ted to
custo ation procmise an ess Fin
ugh Templa
s thro All artw tes and specific d print ancial Br
cces ork has
also beeations for gen your ow okers wi
ur su
get
ting yo ning n supplie eral n statio ll be
Crea ial Plan d on CD stationery hav nery. How to
for you e All spe customise
Financ r conven been provide
ience. d over
cificatio you
ns mus r Statione
the follo t be follo ry
wing pag wed exac
tly.
es.
unifie
5th Janua
ry 2011
Our Ref:
LKS/M
ACKIN
John S/c10
Cond 4233
Clima on
te
d
9 Herbe Design Studio
Dublin rt Street
2
Re: Brok
er of
Reco
rd Lette
Templates and specifications
To whom r
it may
conce
This letter rn,
(Licen is to
se #0G33confirm that
· Prope 235) effecti
rty and as our exclusve , we have
· Benef Causa ive Insura appoin
its
· Denta Programs lity including nce Broke ted Accuc
l of Health Emplo hex
· Life yee Worker with respe Insurance
rs Comp ct to the Servic
· Disab follow es, LLC
ility ensati ing covera
· Vision on
Cover ge’s:
age
Accuc
hex Insura
compa
for general stationery can be
nies in nce Servic
Accuc respe es,
hex Insura ct to chang LLC is hereb
to our nceSe es in y autho
insura
data they nce contra rvices, LLC the existin rized
to
letter may wish cts, rates, to be furnishg insurance negotiate
applie to obtain benef policie directl
s. forthe it sched ed with any s. In additioy with curren
ir respo ules, inform n, this t insura
Yours survey ation
sincer nsibili
ties in s,rese they may letter autho nce
ely conne rves, reque rizes
ction retent st as
with the ion’s and it pertai
insura all other ns
nce progra financ
m to whichial
Mana this
ging Direct
or
found in the members section
Examp
le A
Creatin
Finan g your su 1/7
cial Pla cc
nning ess through
Creatin
of the PIBA website under
Financ g your succes
ial Planni s throug
ng h
Examp MCKEVITT
le B & CONDON
1/7 A Financial
Broker
Prepresenta
tive
Financial
Planning
& Guidance
logos in the Resource Centre
Creatin
Financ g your succes
ial Planni s throug
ng h
(PR & Marketing section).
Creating your success through Financial PlanningFinancial Broker Stronger Together
Step by Step - Incorporating the Financial
Broker logo into my email signature
Brokers have a number of different mail services that they use. Below you
will find an outline of how to add a signature to your emails in some of the
more popular mail tools.
Create an Email Signature in Outlook Signature in Gmail
Create an Email Si
• Select Tools | Options... from the menu in preferred Web browser and log in
• Open your prefer
Outlook. to your Gmail account. Click the gear icon in
• Go to the Mail Format tab. the top right corner.
• Click Signatures... under Signatures. • Click the "Mail settings" option. Scroll down
• Go to the E-mail Signature tab. to the section labeled "Signature."
• Click New. • Enter your signature in the box provided.
• Type the new signature's desired name. The buttons at the top of the box let you
• Click OK. change the font to bold, italic or underlined,
• Type the desired text of your signature add a link and insert an image.
under Edit signature. • Click the drop-down menu to select from
• You can use the formatting toolbar to format multiple emails if you have more than one.
your text, or insert an image i.e. Financial Each email gets its own signature. Scroll
Broker logo, into your signature. down the page and click "Save changes"
when you are finished.
Create an Email Signature in Hotmail
• Click on the settings icon in the top right of
your Hotmail id, Click on "More mail settings"
in the drop down panel.
• Click on "Formatting, font and signature"
within the "Writing an email" option
• Write your signature in "personal signature"
and click on save.
Financial Planning & Guidance
Creating your success through Financial PlanningFinancial Broker Stronger Together
Email signatures may be the most overlooked, under-appreciated and
cost-effective marketing tool at any company’s disposal.
Create an Email Signature in Yahoo Create an Email Signature in Eircom
Webmail
• Open your preferred Web browser and log in • Open Preferences and select the Signatures
to your Yahoo mail account. Click the gear tab.
icon in the top right corner. • Click Edit Signature.
• Click the "Settings" option. • In the Signature Name field give your
• Click on the “Writing email” option on the signature an identifiable name. For example,
left hand side of the Settings window. you could call the signature "Formal" to
• Beside Signature you will see a drop-down describe that it includes your "Company
box with 3 options: details".
- Don’t use a signature • In the Signature text box, type the signature
- Use a plain text signature information exactly as you want it to appear
- Use a rich text signature in your messages.
• A plain text signature does not have any • Click Save.
formatting. Some of the people or email • Go to the Accounts tab to select which
groups you belong to may only accept plain signature to display in your messages by
text messages (including signatures) so this default.
maybe the safest selection so everyone can • Click Save.
see your email signature information.
• A rich text signature option allows you to When it is not possible to upload or use the
include an image in your signature and use Financial Broker logo, please include the
formatting for your signature. Remember following at the end of your personal details: ‘A
that those who have their email software set member of Financial Broker | Creating your
to text only plus some of your email groups success through financial planning’, as
will not allow your formatting and images to outlined below:
be seen.
• When you select the text option you wish to
use, a formatting toolbar will appear.
In the empty text box type the information
Financial Broker Signature - Version A
you wish to have in your email signature.
When you are finished typing your email, Hi Shane,
click the Save button on the left hand side Please find attached visual for Financial Broker email signature formar.
Kind regards
This signature will now appear on all of your
Joseph
new emails.
Joseph Bloggs Job Title
Company Name, Street Address, Town, Co. County, Ireland
T: +1234 567 8901 | T: +1234 567 8901
E: jbloggs@website.com | www.website.com
A member of Financial Broker | Creating you success through financial planning
Creating your success through Financial PlanningFinancial Broker Stronger Together
Incorporating the Financial Broker
logo into my website
Your website can be used to assist in the
promotion of the Financial Broker brand. It is
easier to incorporate the Financial Broker
brand into your website rather than with
printed stationery.
Again as with the stationery, PIBA can supply
your website developer with the appropriate
www...
guidelines and logos that they will require to
update your site with the Financial Broker logo.
Alternatively you will have access to the
guidelines and the logo through the Resource
Centre (PR & Marketing section) of the PIBA
website.
Brand Logo Financial Planning & Guidance
HOME ABOUT US PRODUCTS WHAT IS A FINANCIAL BROKER CONTACT US
Delivering:
Clear, Concise,
Financial Advice
Lorem ipsum dolor sit amet, consectetur adipisicing elit,
sed do eiusmod tempor incididunt ut labore et dolore
magna aliqu
click here
Life Insurance Pensions Investments
Lorem ipsum dolor sit amet, Lorem ipsum dolor sit amet, Lorem ipsum dolor sit amet,
consectetur adipisicing elit, sed do consectetur adipisicing elit, sed do consectetur adipisicing elit, sed do
eiusmod tempor incididunt ut labore eiusmod tempor incididunt ut labore eiusmod tempor incididunt ut labore
et dolore magna aliqua. et dolore magna aliqua. et dolore magna aliqua.
click here click here click here
Welcome to our Company In the News
Lorem ipsum dolor sit amet, consectetur adipisicing elit, sed do eiusmod tempor Friday 3rd May
incididunt ut labore et dolore magna aliqua. Duis aute irure dolor in reprehenderit Time Management Tools
in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Lorem ipsum dolor sit amet, consectetur
adipisicing elit.
Creating your success through Financial PlanningFinancial Broker Stronger Together
Other ways of incorporating the
Financial Broker Brand
Posters & Abstracts
PIBA can provide you with Posters and
Customer Value Proposition (CVP) images that
you can use within your office. These
Posters/CVP Images demonstrate the value of
LinkedIn Profile a Financial Broker. You can access the Posters
On your LinkedIn profile change “Your in the Resource Centre under Financial Broker
professional headline” to Financial Broker. Generic Poster and the CVP Images in the
Resource Centre under the Best Practice
Company or Trading Name Guides & Research Documents/Customer
Use Financial Broker in your Company Name or Value Proposition Images folders on the PIBA
Trading Name e.g. changing from Joe Bloggs website.
t/a Bloggs Financial Services to Joe Bloggs t/a
Bloggs Financial Broker. *
Financial Planning & Guidance
* Please note you will need to get the new
name/trading name approved by the Central Options ...
Bank and registered with the CRO. Like most things in life it’s always great to have options. Talking to a
Financial Broker will help give you the options that you need for proper
financial planning
Advertising
You can use the term Financial Broker in any
Advertising or Marketing that your Brokerage
carries out in the future. You can also use the
Financial Broker logo. Find a Financial Broker today at:
www.financialbroker.ie
Creating your success through
Financial Planning
Financial Broker Customer Value Proposition
With most things in life,
choice
it is great to have...
Signage for your office
Choice delivers competition which enhances innovation and service to consumers. Financial Brokers deliver
If you are changing your Company or Trading choice in insurance and financial services. They must deal with the majority of relevant insurers/financial
providers and search the best terms for you. They must by law put your interests first in any advice and
recommendations. In setting up and reviewing your plans, you can be confident that you are dealing with
someone that can give you impartial advice and is not directed by the provider.
Name, you should also change the signage for
your office. Even if you decide not to change
your Company or Trading Name consider adding
the Financial Broker logo to your office signs.
Creating your success through Financial PlanningFinancial Planning & Guidance Financial Broker a PIBA initiative for all Financial Brokers Unit 14B, Cashel Business Centre, Cashel Road, Crumlin, Dublin 12. T: +353 (0)1 492 2202 F: +353 (0)1 499 1569 www.financialbroker.ie Creating your success through Financial Planning
You can also read
