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Explore growth strategies for financial advisors to prime themselves for success. Learn what top advisors are doing to drive growth in their businesses and incorporate key tips and insights for success. Discover the latest trends and best practices in the financial planning industry. Presented by Marie Swift.
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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
