the infinite challenge presented by: nelson simoes, bba, cfp
TRANSCRIPT
The Infinite The Infinite ChallengeChallenge
Presented by: Nelson SimoesPresented by: Nelson Simoes, BBA, CFP, BBA, CFP
OverviewOverview
BackgroundBackground
Business ManagementBusiness Management
Attitude Attitude
BackgroundBackground
Education
People
Family
FinancialServicesIndustry
BackgroundBackground
Industry ExperienceIndustry Experience
5 Years in the industry5 Years in the industry
Certified Financial Planner Certified Financial Planner – 2006– 2006
Target Market: Target Market: Professionals and Business Professionals and Business OwnersOwners
BackgroundBackground
Business ManagementBusiness Management
Processes and SystemsProcesses and Systems
MarketingMarketing
Business TrackingBusiness Tracking
Business ManagementBusiness Management
Business ManagementBusiness Management
Business Owner
CEOSupport Staff
Marketing
Human Resources
EmployeeAccounting
Receptionist
Advertising
Manager
Business ManagementBusiness Management
Processes and SystemsProcesses and Systems
Business ManagementBusiness Management
““Successful people Successful people develop habits of things develop habits of things that unsuccessful people that unsuccessful people
don’t like to do”don’t like to do”
Processes and SystemsProcesses and SystemsActivity ManagementActivity Management
Contact peopleContact people
Meet with peopleMeet with people
Prepare to contact or meet Prepare to contact or meet
with peoplewith people
Business ManagementBusiness Management
Processes and SystemsProcesses and SystemsFinancial Planning ProcessFinancial Planning Process
Business ManagementBusiness Management
Well defined financial Well defined financial planning processplanning process
ScriptsScripts
Purpose, process, payoffPurpose, process, payoff
Processes and SystemsProcesses and Systems
Well defined client Well defined client management systemmanagement system
Client focusedClient focused
Personable service and Personable service and communicationcommunication
Business ManagementBusiness Management
Client ManagementClient Management
MarketingMarketing
Business ManagementBusiness Management
Stand out!Stand out!
Differentiate yourselfDifferentiate yourself
Take what you see and Take what you see and make it bettermake it better
MarketingMarketingDefine your target marketDefine your target marketWebsite: Website: www.nelsonsimoes.comwww.nelsonsimoes.comElectronic ReferralsElectronic ReferralsNewslettersNewslettersCommercialCommercialSeminarsSeminarsClient EventsClient EventsCharity EventsCharity EventsLunches, cards, gift certificates, notepadsLunches, cards, gift certificates, notepadsGet Involved!Get Involved!
Business ManagementBusiness Management
Goal SettingGoal Setting
Formal Business PlanFormal Business Plan– Marketing and operating Marketing and operating
budget, financial budget, financial statements, objectivesstatements, objectives
– ExampleExample
Business TrackingBusiness Tracking
Business ManagementBusiness Management
Business TrackingBusiness Tracking
Review:Review: analyze, evaluate analyze, evaluate
ReassessReassess: update, project: update, project
ReviveRevive: energize, restart: energize, restart
Business ManagementBusiness Management
Track Your Progress QuarterlyTrack Your Progress Quarterly
AttitudeAttitude
““There are 2 types of people: There are 2 types of people: those who talk about doing and those who talk about doing and
those that just do it”those that just do it”
AttitudeAttitudePerseverancePerseverance
LeadershipLeadership
IntegrityIntegrity
The Infinite ChallengeThe Infinite Challenge
What’s next…..?What’s next…..?