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THE MILLER GROUP MORGAN STANLEY SMITH BARNEY

THE MILLER GROUP MORGAN STANLEY SMITH BARNEY. James Curry Miller First Vice President Jeff James Miller Financial Advisor Father & Son Team that has our own private business managing money for wealthy families and institutions

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THE MILLER GROUP MORGAN STANLEY SMITH BARNEY

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  1. THE MILLER GROUPMORGAN STANLEY SMITH BARNEY James Curry Miller First Vice President Jeff James Miller Financial Advisor • Father & Son Team that has our own private business managing money for wealthy families and institutions • Team works within the structure of the major New York Stock Exchange-listed firm Morgan Stanley • Local presence with multinational reach and world-wide reputation • Currently, Little Social Media Presence—client informational emails and website

  2. OUR BUSINESS • Money is our raw material • We interact with people in person and on the telephone • Internet is the most important source of information for our clients • Clients learn about us from their friends or from our involvement in the community. • Nearly 100% of our new business comes from word of mouth/referrals • We hold events to help educate and inform our clients and prospective clients.

  3. BUSINESS GOALS • To attract new clients. • To market ourselves to prospective clients through providing them with information and personal contact (building a relationship). Show them what we can do for them and how we can help them. • Keep current clients informed and up-to-date with current market trends and important information. • Strengthen and enhance client relationships.

  4. MAIN OBJECTIVE TO ENGAGE AND INFORM CURRENT CLIENTS AND ATTACT NEW CLIENTS

  5. ABOUT US • Jeff is 28 and fluent in technology. • Curry is 60 and totally old-school, a personal contact business man.

  6. What We Would Like to Learn • Can Social Media help us increase our client base? • Can Social Media help us improve our communication with current clients, strengthen our relationship with clients and keep them better informed?

  7. Contact Information • jeffrey.j.miller@mssb.com • j.curry.miller@mssb.com

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