what’s next…
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What’s Next…. What the Best Advisors are Doing to Prime for Themselves for Growth Presented by: Marie Swift. Cover Stories March & September Issues. Download articles: What’s Working Now What’s Next … http://www.financial-planning.com/fp_issues/2009_3/what-works-now2661118-1.html - PowerPoint PPT PresentationTRANSCRIPT
What’s Next…What the Best Advisors are Doing to
Prime for Themselves for Growth
Presented by: Marie Swift
Cover Stories March & September Issues
Download articles:
What’s Working Now What’s Next …
http://www.financial-planning.com/fp_issues/2009_3/what-works-now2661118-1.html
and
http://www.financial-planning.com/fp_issues/2009_9/whats-next-2663728-1.html
Sept – Five Smart Advisors
• Mike Flower/Brad Bofford – Fairfield, NJwww.financialprinciples.com
• Patricia Laramore – Ada, OK www.moneymatters.com
• Rich Lombardi/Don Patrick – Atlanta, GAwww.integrated-financial-group.com
• Clyde Wyatt – Dallas, TXwww.navigationfinancial.com
• Arthur Cooper/David McManus – Irvine, CA www.coopermcmanus.com
Sept – Four Coaches • Ginny Hudgens - Back Office Advisor
www.backofficeadvisor.com
• Laurie Gripshover – Resourceful Coachwww.resourcefulcoach.com
• Gary Davis Jr. – Beneficial Conceptswww.beneficialconceptsgroup.com
• Diane MacPhee – DMac Consultingwww.dmacconsulting.org
What’s Next …Strategy #1
Communicate Strategy #2
Build Dynamic Web Content Strategy #3
Build Strategic AlliancesStrategy #4
Dominate Your Niche Strategy #5
Provide Individual AttentionStrategy #6
Recruit New Advisors (Staff, Partners,Talent …)
Strategy #7 Maintain TraditionsStrategy #8 Know Yourself Strategy #9 Optimize Your Systems Strategy #10 Empower Your Staff Strategy #11 Believe in What You Do
Communicate
Town Hall Meetings• Less formal than seminar
• Some Prepared Comments• More Q&A• Roundtable setting ok• Classroom setting ok• Small or large group ok• Clients = bring a friend• Strategic Partners +
Getting the Word Out
New Twist on Town Hall
Client Surveys…Onlinewww.SurveyMonkey.com
Professional Subscription: $19.95/month• Up to 1000 responses per month• No long-term contracts• Cancel at any time• Unlimited number of surveys• Unlimited number of pages and questions• Completely unbrandedBasic Subscription: Free• Your surveys include promotion for surveymonkey.com• Survey responses remain private
• Limit: 10 questions and 100 responses per survey
Outsource Client Survey
• Hire a third-party
• Get more free survey tips at: www.advisorimpact.com/download/making_client_surveys_work.pdf
www.clientopinions.com www.advisorimpact.com
www.myclienttalk.com
Conduct a Client Survey
• Let clients know you care what they think
• Single topic or multiple questions
• Mail-out with Fax-back or mail-back options• 3 Question survey
– Start / stop / continue
• Online surveys - quick and easy
– Easy to set up and send
– Easy to track results in real time
– Free or low cost
Benefits of Asking for Feedback in Down Market
By Julie Littlechild
Play audio at: www.marie-swift.blogspot.com
Build Dynamic Web Content
A Little Friendly Persuasion
"Web 2.0"• Defined: the second generation of web
development and web design that facilitates information-sharing and collaboration on the World Wide Web.
"Web 2.0"• Basically taking the web from a one-way
medium to a two-way medium.
Social Networking in Plain English – Great
Videos
Transcript:
http://commoncraft.com/transcript-social-networking-plain-english
Video:
http://www.commoncraft.com/video-social-networking
LinkedIn.com• Over 40 million people on LinkedIn
• Mainly used for professional networking
• 170 different industries
• 1.5 mil in Financial Services
• Usually 1st on Google Search
http://www.youtube.com/watch?v=IzT3JVUGUzM
www.Twitter.com/marieswift
www.Twitter.com/finplan
Start Your Own YouTube Channel
Good Online Presence• www.dadsdivorce.com• www.twitter.com/family_finances• www.familyinvestmentnetwork.com• www.familyinvestmentcenter.blogspot.com • www.afn-net.com • www.coachbrett.com • www.twitter.com/brettellen • www.thewealthspa.com
Family Investment Center – Family Investment Center – In the NewsIn the News
Family Investment Center – Family Investment Center – NewsletterNewsletter
Family Investment Center – Family Investment Center – Audio InsightsAudio Insights
The Wealth Spa – Home PageThe Wealth Spa – Home Page
AdviceOnly.Net - Jim LudwickAdviceOnly.Net - Jim Ludwick
Kahler Financial Group - Home
Financial Awakenings – Kahler blog
Kahler Blog – Flip Video / Video Blog
Kahler In the News – TV Clip
Using the Web to Market
• www.boulevardR.com• www.blogspot.com• www.twitter.com• www.audioacrobat.com• www.theflip.com• www.brainshark.com• www.viddler.com • www.aweber.com
Build Strategic Alliances
Dominate Your Niche
Provide Individual Attention
Recruit New Talent
Buyer Prepare• More buyers than sellers
• Position yourself as buyer of choice
• Bring the plan to the seller – make easy
• Pro-active approach to networking
• Listing services (e.g., FP Transitions)
• Top of mind awareness
• Opportunities crop up
Maintain Traditions
Know Yourself
Optimize Your Systems
Empower Your Staff
Believe In What You Do
Helpful Links• What Works Now - Financial Planning magazine article by Marie Swift
http://www.financial-planning.com/fp_issues/2009_3/what-works-now2661118-1.html
• Ties that Bind – Morningstar Advisor article by Marie Swift http://advisor.morningstar.com/articles/article.asp?s=0&docId=16013&pgNo=0
• Happy New Year? – Research magazine article by Marie Swift http://www.researchmag.com/cms/research/monthly%20issues/Issues/2009/01/Columns/Focus%20on%20Financial%20Planning/RA_C_FP
• Reaching Out in Times Turmoil – Morningstar Advisor article by Marie Swift http://www.morningstaradvisor.com/articles/article.asp?docId=15860&s=0&pgNo=0
• What’s Next - Financial Planning magazine article by Marie Swift http://www.financial-planning.com/fp_issues/2009_9/whats-next-2663728-1.html
BackOfficeAdvisor.com
BeneficialConceptsGroup.com
ResourcefulCoach.com
DMacConsulting.org
ImpactCommunications.org
www.AdvisorPod.com
www.Twitter.com/FPassociation
Reminder:
Marie Swift, PresidentImpact Communications Inc.
2007 West 91st Street, Ste. 201Leawood, KS 66206
Phone: (913) [email protected]
gwww. ImpactCommunications.org
Catch Marie Swift at …• Tiburon CEO Summit October 5-8, 2009 • FPA Anaheim October 10-13, 2009• Advisor Solutions Network – Atlanta November 6-8, 2009• T3: The Conference – San Diego February 17-20, 2010• FPA Business Solutions – Dallas March 1-3, 2010