Third Party Distribution
NAV-CAPITAL partners have been third party distributors since 2008.
NAV-CAPITAL is a sophisticated sales and marketing firm. We believe in building out your brand, properly market, and sell a creative narrative.
Additionally, we develop a sophisticated electronic and social media campaign, source leads, and continue to wholesale using traditional and virtual methods.
Below are the "NAV-CAPITAL Rules."
The NAV-CAPITAL Rules
1. Know the products
3. Know your audience
1. Know the products
At NAV-CAPITAL we get to know the product and where it belongs in a client's investment portfolio.
2. Develop the story
3. Know your audience
1. Know the products
Since 2008, NAV-CAPITAL has excelled at creating a story. We help create a narrative for the product that will differentiate it from the pack.
3. Know your audience
3. Know your audience
4. Marry the story and audience into a marketing/video/social media COMPONENT
You need to intelligently understand who your audience is. Our experience in selling within all intermediaries, allows us to survey the vast landscape and choose the proper audience for your product.
4. Marry the story and audience into a marketing/video/social media COMPONENT
4. Marry the story and audience into a marketing/video/social media COMPONENT
4. Marry the story and audience into a marketing/video/social media COMPONENT
Once the narrative and audience have been chosen, we think about print, social media, and video marketing. We help to build the brand to best support and sell your narrative.
In this digital world, we assist to build a social media plan, including a library of impactful videos.
5. Institute an electronic marketing strategy
4. Marry the story and audience into a marketing/video/social media COMPONENT
5. Institute an electronic marketing strategy
We build out a sophisticated electronic campaign using email, social media, and videos.
Simultaneously, these campaigns are closely tracked to identify those who are truly interested.
6. Introduction of field support
6. Introduction of field support
6. Introduction of field support
We meet with advisors on their terms.
This is done either face-to-face where appropriate or virtually.
7.Follow up
6. Introduction of field support
6. Introduction of field support
Here we follow up consistently via electronically, virtually, or in person.
Securities offered through Investment Planners, Inc. (Member FINRA/SIPC) and IPI Wealth Management, Inc. 226 W. Eldorado St., Decatur, IL, 62525. 217-425-6340. NAV Capital Group, LLC is independently owned and operated and is not affiliated with either Investment Planners, Inc. or IPI Wealth Management, Inc. This information is for Institutional Investors only. Neither NAVCAP nor IPI are responsible for the content of any information if you choose to follow links and leave this website.