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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
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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 and http://www.financial-planning.com/fp_issues/2009_9/whats-next-2663728-1.html
Sept – Five Smart Advisors • Mike Flower/Brad Bofford – Fairfield, NJ www.financialprinciples.com • Patricia Laramore – Ada, OK www.moneymatters.com • Rich Lombardi/Don Patrick – Atlanta, GA www.integrated-financial-group.com • Clyde Wyatt – Dallas, TX www.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 Coach www.resourcefulcoach.com • Gary Davis Jr. – Beneficial Concepts www.beneficialconceptsgroup.com • Diane MacPhee – DMac Consulting www.dmacconsulting.org
What’s Next … Strategy #7 Maintain Traditions Strategy #8 Know Yourself Strategy #9 Optimize Your Systems Strategy #10 Empower Your Staff Strategy #11 Believe in What You Do Strategy #1 Communicate Strategy #2 Build Dynamic Web Content Strategy #3 Build Strategic Alliances Strategy #4 Dominate Your Niche Strategy #5 Provide Individual Attention Strategy #6 Recruit New Advisors (Staff, Partners,Talent …)
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 +
Client Surveys…Online www.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 unbranded Basic 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.myclienttalk.com www.advisorimpact.com www.clientopinions.com
Benefits of Asking for Feedback in Down Market By Julie Littlechild Play audio at:www.marie-swift.blogspot.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
"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
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
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
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
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
