United Capital Launches Robust POD Site

It is ALWAYS, exciting when one of our clients gets so pumped up about their new POD system that they want to tell anyone that will listen. Below is a Press Release from United Capital Partners based in Newport Beach, CA. An added benefit of POD is it brings us all closer together. I work with my contact like she was in the next cube over. WOW the internet is a powerful thing. Special thanks to Trekk in Rockford, IL who provides the creative for United Capital.

 United Capital Partners with Lake County Press to Streamline Firm’s

Marketing, Collateral Development and Distribution

-Firm Creates On-Demand Functionality For Marketing Needs-

Newport Beach, Calif. (March 13, 2012)— Today,  United Capital Financial Advisers, LLC (United Capital), one of the nation’s fastest growing private wealth counseling firms,  announces another development in its effort to streamline all aspects of advisory practice management for the firm’s footprint of 36 offices around the country. With the opening of an online store housing collateral material available exclusively to United Capital’s adviser personnel, the national RIA has delivered a cost-effective, efficient and on-demand mechanism for marketing support.

Launching the online store creates accountability and consistency in the deployment of the firm’s marketing resources, as advisers in offices ranging from southern California to southern Connecticut can now find the company’s templates, branded office supplies, investment platform materials, event invitations and toolkits, among other items, in one dynamic storefront.

“We want our advisers to spend their time on what matters most - client relations. Our mission has always been to help with back-end office operations, and the launch of this online store is the biggest step we have taken towards this effort from a one-to-one marketing perspective,” offers Leslie Dunham, Vice President of Marketing and Brand Management at United Capital.

The main goal of the web store is to offer United Capital managing directors and advisers an efficient supply ordering process, while fostering brand consistency and helping employees adhere to a distinct style of product.

“We pride ourselves on having a single brand platform no matter where our advisers are working or what office our clients walk in to. The online store upholds our commitment to expediting the brand integration for all new offices as well as giving our established offices the on-demand resources they need to service current clients and market to prospective clients,” Dunham explains.

John Heinzmann, a solution provider with Lake County Press, Inc., offers, “United Capital faced a unique dilemma as they are continually opening new offices and needed a centralized destination for employees. In working with the brand management team at United Capital, we’ve been able to build a smart and efficient resource for their growing print and branded collateral needs.”

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About United Capital Financial Partners

United Capital Financial Partners, Inc., the parent company of United Capital Financial Advisers, LLC (United Capital), and its affiliates, is a fast growing national partnership of exceptional private wealth counseling offices. United Capital offers investors an open architecture investment platform that enables a wide array of investment management solutions and strategies tailored specifically to their needs.  United Capital is a strategic acquirer, not a financial acquirer. Today, United Capital and its affiliates have $16 billion in assets under advisement and 35 offices across the United States.