4 Mediums of Success

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Coaching services to assist financial advisors in understanding their mission, market, method and medium in driving high net-worth clients to their practices.

Transcript of 4 Mediums of Success

  • 1. Kimberly A. Branch,CFP, CLTCPresident

2. 4 M&Ms of Generating Revenue
Mission
Market
Message
Medium (5)
Client Events and Seminar Strategies
Branding & Graphic Collateral
Websites
Press Releases
Coaching and Mentoring Programs
3. 4WARD Vision
90-Days
30- Days
10/4
5
4
5
Today
6/4
4
2
4
4/4
1
1
3
Direct Connect(#Reps/#Seminars)
Branding & Graphic
Website
NEXT Challenge
For Broker/Dealer Use Only
4. YOUR Team
For Broker/Dealer Use Only
5. Advisor Nation Survey
Top Ten Most Effective Advisor Prospect Marketing Activities
Activity Ranking
1-Client Referrals
2-Seminars
3-Networking using Social Media
4-Use Direct Mail Service
5-Email Services (newsletters-eblasts)
6-Print Advertising
7-Webinars
8-Purchase Leads from lead service
9-PR Services
10-Online Advertising
97%
77%
57%
59%
66%
58%
56%
51%
51%
52%
6. 1st MEDIUM Seminar Marketing
ELITE ADVISORS HOSTING EVENTS
46% = 20 Events Annually
43% = Quarterly Events.
7. Top 10 MUSTs for Successful Events
Vision
Budget
Logistics
Invitations (PR)
Reservation & Confirmation Calls
Hosting the Event
8. Setting Appointments at Event
Follow-up
Tracking Your Vision
Tweaking
Top 10 MUSTs for Successful Events
9. Getting into the Zone
10. Fall & Holiday Theme Event Ideas
Pumpkin Carving Contests
Ginger Bread House Making Contests
Meet Santa invite the kids!
Holiday Charity Brunch
bring a toy for Toys for Tots
as your entry fee
Makeover for the Holidays
with Fashion Show
Festive Fitness Party
Ring in the New Year
Dancing Like a Star
11. 4WARD DIRECT Connect
Turn-Key Seminar Division
Direct Mail List over 250m Consumers (drill down by occupation)
Design Invitation Customized with your Brand
Seminar Coaching
Print and Sort and Mail
Reservation & Confirmation Service (24/7/365)
0% Interest Loan Program (2-months grace, 3-months to pay back loan)
For Broker/Dealer Use Only
12. EVENT Invites
For Broker/Dealer Use Only
13. 2nd MEDIUM Branding
Visual Communication is part of your daily life.
Make your business a part of theirs through BRANDING.
Logo Design:Your identity
Branding Package
Brochures: Fully Customized
Advertising
Event Materials
For Broker/Dealer Use Only
14. LOGO DESIGN YOUR IDENTITY
A logo makes your company look more professional to your clients & prospects. It immediately identifies your brand. Over time, you can establish a sense of quality and confidence people can expect whenever they see it.
For Broker/Dealer Use Only
15. For Broker/Dealer Use Only
16. For Broker/Dealer Use Only
17. BRANDING/LOGO DESIGN THE PROCESS
For Broker/Dealer Use Only
18. BRANDING PACKAGE
For Broker/Dealer Use Only
19. BROCHURES
Log on to nextrep.com >> marketing >> 4WARD Graphics
Download and print the brochure request form to get started. Editing assistance is also provided, as well as custom design as needed*
For Broker/Dealer Use Only
20. COMPREHENSIVE BROCHURE & BRANDING PACKAGE
For Broker/Dealer Use Only
21. COMPREHENSIVE BROCHURE & BRANDING PACKAGE
For Broker/Dealer Use Only
22. COMPREHENSIVE BROCHURE & BRANDING PACKAGE
For Broker/Dealer Use Only
23. THE POWER OF BRANDING
For Broker/Dealer Use Only
24. 3rd MEDIUM Websites that WOW
25. Competitive Advantages

  • Powerful & Customized

Unique Graphic Design FLASH

  • Search Engine OptimizationSEOKey-wordsPage RankGoogle Analytics

26. 0% Interest Financing 27. Seminar & Events Manager 28. TrainingFor Broker/Dealer Use Only
29. The Ultimate Advantage
Fission Financial Content Management System
Empowering you with complete control of your website & its content

  • Add, Update & Manage

30. Easy to Use (Like Microsoft Word) 31. Text 32. Images 33. Links 34. Video & AnimationsFor Broker/Dealer Use Only
35. 36. 4th MEDIUM Press Releases
For Broker/Dealer Use Only
37. 5th MEDIUM Coaching & Mentoring
PARTNERING WITH YOU ON YOUR JOURNEY TO THE TOP
38. NEXT CHALLENGE PARTICIPANTS -GDC Growth
For Broker/Dealer Use Only
39. THE NEXT CHALLENGECOACHING & MENTORING PROGAM
Get the most from your coaching experience!
Choose from three exciting levels based on YOUR goals, level of motivation and preferred level of support.

  • PLATINUM CHALLENGE

40. GOLD CHALLENGE 41. SILVER CHALLENGEAll levels receive:

  • Attendance at Three On-Site Sessions

42. Strategic Visionary Planning with Marketing Specialists 43. Client Audit Program by Advisor Impact 44. NEXT Challenge Newsletters 45. Interim Inspirational Calls 46. Selection of ModulesPrices subject to change for 2010
For Broker/Dealer Use Only
47. THE NEXT CHALLENGE MENU OF MODULES
In our commitment to helping YOU grow your business we have improved the program to offer modules in support of your vision.
Depending on your NEXT Challenge Level you may choose from 20 different modules to focus on from these categories:

  • Strategic Visionary Planning (Included in all three levels)

48. Client Experience (5 Modules) 49. Marketing (6 Modules) 50. Build Your Business (6 Modules) 51. Transitioning to Fee-Based BusinessFor Broker/Dealer Use Only
52. THE NEXT CHALLENGE CLIENT LOYALITY
For Broker/Dealer Use Only
53. THE NEXT CHALLENGE CLIENT LOYALITY
The Lucky 7 Cs of Client Loyalty
Communication
Character
Chemistry
Caring
Competence
Cost-effectiveness
Consultative
For Broker/Dealer Use Only
54. THE NEXT CHALLENGE CLOSING

  • Improve your ability to deal with uncertainty

55. Make better decisions 56. Set better goals 57. Reach goals faster 58. Become Financially more successful 59. Have a better personal and enriched life 60. Make a bigger impact on the world 61. Be a better leader 62. Reduce stress 63. Develop a clear success strategy to keep your competitive advantage.For Broker/Dealer Use Only
64. Its NOT all about the Money
65. Empowering you to execute your vision through innovative and inspirational initiatives
Mission
Market
Message
MediumClient Events and Seminar Strategies
Branding & Graphic Collateral
Websites
Press Releases
Coaching and Mentoring Programs
Thank You!
For Broker/Dealer Use Only