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Genesis 2012 Marketing Plan

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GENESIS WEALTH ADVISORS, LLC …

GENESIS WEALTH ADVISORS, LLC
2012 marketing Plan
Wealth advisors & Financial Representatives
25 January 2012

Recent changes in legal and regulatory requirements are making it difficult for small wealth advising firms and financial representatives to compete in today’s marketplace especially since the regulations as well as the auditors increasingly favor larger firms.

Genesis Advisors wants to grow its firm by attracting independent wealth advisors and financial representatives helping them make more money. The goal is to add 5 new employees/independent contractors per year for the next decade. Genesis will offer top performers equity positions like a law firm; Associates, Junior Partners and Senior Partners.

GO-TO-WEBINAR Setup
Creative Services
Customize Go-to-Webinar with Genesis branding
Design, write and deploy emails
Modify Registration Form
Develop PowerPoint for Webinar
Develop Polls
Consulting Services
Assist with pre-webinar practice sessions
Provide support day of Webinar
Record Webinar

Branding
Differentiation
Customer Transparency
Genesis Funds have lower fees than the Big Guys
Fast Fund Survey/Financial DNA
Custom Plans/Funds based on risk tolerance
Financial Planners matched by personality profile
Presentations in preferred communication style

SOCIAL MEDIA Strategy
Wealth Advisors
Bi-Weekly Posts
Corporate LinkedIn
Individual LinkedIn pages
Initial purpose to garner organic search ranking
Build loyal base of fans and followers
Provide relevant content
Build case for becoming an Affiliate
LINKED IN
YouTube
Promote Webinars and Webcasts
Video Content Development
Initially clips for Go-to-Webinar Recording of 1st Webinar
Clips from Paul Presentation Video
SOCIAL MEDIA Strategy
Wealth Advisors
Collaborative contributions
Bi-Weekly Posts
Linked In, Facebook, Twitter & Networked Blogs
Individual LinkedIn pages
Initial purpose to garner organic search ranking
Build loyal base of fans and followers
Provide relevant content
Make referrals easy
Internet Marketing
WEALTH ADVISORS & INDIVIDUAL INVESTORS
25 January 2012

Pay per Click (PPC)
Google Adwords
Target select geographic regions in New England
Target select geographic regions in Florida
Competitive Review and Analysis
Develop keyword strategy
Build landing pages for campaigns
Unique Phone # http://public.ifbyphone.com/
Benchmark Relevancy Score
Monthly tracking and reporting

Search engine optimization (SEO)
Organic or Natural Search
Keyword Research and Analysis
Search Engine Placement Positioning
Content Analysis and SEO Copywriting for all pages
Link Analysis & Link Building
Meta Tag Analysis & Implementation
Image Tag Analysis & Implementation
Text Link Analysis & Implementation
Directory Analysis & Free Submissions
Site Map Analysis & Implementation
Geo Targeting on Google, Yahoo & Bing Maps System

Published in: Design, Business, News & Politics

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  • 1. GENESIS WEALTH ADVISORS, LLC2012 MARKETING PLAN18 NOVEMBER 2011
  • 2. 2012 Marketing Budget BY PROJECT/BY QUARTER 25 JANUARY 2012COPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . GENESIS WEALTH ADVISORS, LLC. | 2012 MARKETING PLAN | 2
  • 3. Marketing Strategy WEALTH ADVISORS & FINANCIAL REPRESENTATIVES 25 JANUARY 2012COPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . GENESIS WEALTH ADVISORS, LLC. | WEALTH ADVISORS DIRECT MAIL CAMPAIGN | 3
  • 4. BUSINESS OPPORTUNITY Recent changes in legal and regulatory requirements are making it difficult for small wealth advising firms and financial representatives to compete in today’s marketplace especially since the regulations as well as the auditors increasingly favor larger firms.COPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . GENESIS WEALTH ADVISORS, LLC. | 2012 MARKETING PLAN | 4
  • 5. BUSINESS GOAL Genesis Advisors wants to grow its firm by attracting independent wealth advisors and financial representatives helping them make more money. The goal is to add 5 new employees/independent contractors per year for the next decade. Genesis will offer top performers equity positions like a law firm; Associates, Junior Partners and Senior Partners.COPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . GENESIS WEALTH ADVISORS, LLC. | 2012 MARKETING PLAN | 5
  • 6. B2B PRIMARY TARGET AUDIENCE •  Wealth Advisors •  5 years experience •  $20 – $30 million under management •  $200 - $300k annual revenue •  $50k in regulatory expenses •  1 employee •  Renting office spaceCOPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . GENESIS WEALTH ADVISORS, LLC. | 2012 MARKETING PLAN | 6
  • 7. B2B SECONDARY TARGET AUDIENCE •  Financial Representatives •  5 years experience •  $20 – $30 million under management •  $200 - $300k annual revenueCOPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . GENESIS WEALTH ADVISORS, LLC. | 2012 MARKETING PLAN | 7
  • 8. TARGET GEOGRAPHIC REGIONS •  New England •  Massachusetts •  Rhode Island •  New Hampshire •  Southern Maine •  Florida •  NaplesCOPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . GENESIS WEALTH ADVISORS, LLC. | 2012 MARKETING PLAN | 8
  • 9. GENESIS AFFILIATE PROGRAM •  Legal and Regulatory •  Three Tiers •  Portfolio Management •  Basic Module •  Genesis Branded Funds •  Lifestyle Module •  Client Service •  Turbocharged Growth Module •  Fast Fund Survey/Financial DNA •  Client Portal https://www.grendelonline.com/ •  Marketing •  Brand Recognition •  Professional Website •  Internet Marketing •  Marketing Collateral •  Drip MarketingCOPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . GENESIS WEALTH ADVISORS, LLC. | 2012 MARKETING PLAN | 9
  • 10. Wealth Advisor Recruitment Strategy SOLID GOLD CAMPAIGN 25 JANUARY 2012COPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . GENESIS WEALTH ADVISORS, LLC. | 2012 MARKETING PLAN | 10
  • 11. SOLID GOLD STRATEGY •  Messaging •  Full-court press •  Emotional drive to grow business •  Understand business challenges •  Turnkey solution •  3 Tier Levels •  Visuals •  Gold Bar – Solid opportunity/business •  Gold Bar – Valuable/continuous growth •  3D Elements – Unique/memorable •  Establishes instant credibilityCOPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . GENESIS WEALTH ADVISORS, LLC. | 2012 MARKETING PLAN | 11
  • 12. SOLID GOLD MARKETING RESULTS •  Attend Webinar •  Phone •  Email •  Go-to-Meeting Form •  Meet with Paul •  Your Unfair Advantage BrochureCOPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . GENESIS WEALTH ADVISORS, LLC. | 2012 MARKETING PLAN | 12
  • 13. HOST 3 WEBINARS IN 2012 •  1ST Webinar •  April 24, 2012 | 3PM •  March 26th 3D Gold Bar Mailing •  April 2nd 1st Save-the-date Postcard •  April 9th 1st Registration Email •  April 16th 2nd Save-the-date Postcard •  April 18th 2nd Registration Email •  April 23rd Final Registration Email •  April 30th Post Webinar Mailer •  2nd Webinar •  August/September 2012 •  3rd Webinar •  December 2012/January 2013COPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . GENESIS WEALTH ADVISORS, LLC. | 2012 MARKETING PLAN | 13
  • 14. GO-TO-WEBINARS •  $948 per year (up to 100 Attendees) •  Features •  Customized branding •  Pre-webinar practice sessions •  Automated email templates •  Full-service Registration •  Outlook® calendar integration •  Drawing tools •  Q&A •  Polls •  Attendees can raise hands •  Record Webinar •  Video hosting of recorded webinarsCOPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . GENESIS WEALTH ADVISORS, LLC. | 2012 MARKETING PLAN | 14
  • 15. GO-TO-WEBINAR SETUP •  Creative Services •  Customize Go-to-Webinar with Genesis branding •  Design, write and deploy emails •  Modify Registration Form •  Develop PowerPoint for Webinar •  Develop Polls •  Consulting Services •  Assist with pre-webinar practice sessions •  Provide support day of Webinar •  Record WebinarCOPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . GENESIS WEALTH ADVISORS, LLC. | 2012 MARKETING PLAN | 15
  • 16. FIRST MAILING | 3D GOLD BARCOPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . GENESIS WEALTH ADVISORS, LLC. | 2012 MARKETING PLAN | 16
  • 17. TRIFOLD BROCHURE| DETAIL A Golden Opportunity. Lorem ipsum dolor sit amet, consectetuer adipiscing elit, sed diam nonummy I want to help you grow your business. Let’s discuss what Genesis can do for you. Lorem ipsum dolor sit amet, consectetuer adipiscing elit, sed diam nonummy nibh eumod tincidunt ut reet dolagna nibh euismod tincidunt ut laoreet dolore magna aliquam erat volutpat. Ut wisi aliquam erat volutpat. Ut wisi enim ad minim veniam, quis nostrud exerci tation ullamcorper suscipit lobortis niquip Call me at 781.344.1023 enim ad minim veniam, quis nostrud exerci tation ullamcorper suscipit lobortis exea commodo consequat. Duis autem vel eum iriure dolor in hendrerit in vulputate velit esse molestie consequum nulla facio odio dignissim qui blandit praesent. augue duis dolore te feugait nulla facilisi. Paul Duval, ChFC Complete Compliance Lorem ipsum dolor sit amet, consectetuer adipiscing elit, sed diam nonummy Lorem ipsum dolor sit amet, consectetuer adipiscing elit, sed diam nonummy Lorem ipsum dolor sit amet, consectetuer adipiscing elit, sed diam nonummy nibh euismod tincidunt ut laoreet dolore magna aliquam erat volutpat. Ut wisi nibh euismod tincidunt ut laoreet dolore magna aliquam erat volutpat. Ut wisi nibh euismod tincidunt ut laoreet dolore magna aliquam erat volutpat. Ut wisi enim ad minim veniam, quis nostrud exerci tation ullamcorper suscipit lobortis nisl ut aliquip ex ea commodo consequat. Duis autem vel eum iriure dolor in enim ad minim veniam, quis nostrud exerci tation ullamcorper suscipit lobortis nisl ut aliquip ex ea commodo consequat. Duis autem vel eum iriure dolor in hendrerit in vulputate velit esse molestie consequat, vel illum dolore eu feugiat hendrerit in vulputate velit esse molestie consequat. hendrerit in vulputate velit esse molestie consequat. nulla facilisis at vero eros et accumsan et iuesent. W W W. G E N E S I S A D V I S O R S . C O MCOPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . GENESIS WEALTH ADVISORS, LLC. | 2012 MARKETING PLAN | 17
  • 18. SECOND MAILING | OVERSIZED POSTCARDCOPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . GENESIS WEALTH ADVISORS, LLC. | 2012 MARKETING PLAN | 18
  • 19. THIRD MAILING | OVERSIZED POSTCARDCOPYRIGHT © 2011 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . GENESIS WEALTH ADVISORS, LLC. | 2012 MARKETING PLAN | 19
  • 20. SEMINAR VIDEO •  Initial Video •  Go-to-Webinar Recording of 1st Webinar •  Uploaded to USB for Post Webinar Mailing •  Video clips on YouTube to promote Webinars •  Final Video •  Budget allowing •  Shot on stage like Steve Jobs presentation •  Uploaded to USB for Post Webinar Mailing •  For Financial Representative Webcasts •  Video clips on YouTube to promote WebinarsCOPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . GENESIS WEALTH ADVISORS, LLC. | 2012 MARKETING PLAN | 20
  • 21. POST WEBINAR MAILING | GOLD BAR USB | VIDEOCOPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . GENESIS WEALTH ADVISORS, LLC. | 2012 MARKETING PLAN | 21
  • 22. FOURTH MAILING | YOUR UNFAIR ADVANTAGE BROCHURECOPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . GENESIS WEALTH ADVISORS, LLC. | 2012 MARKETING PLAN | 22
  • 23. Financial Rep Recruitment WHAT’S YOUR GENESIS? 25 JANUARY 2012COPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . GENESIS WEALTH ADVISORS, LLC. | 2012 MARKETING PLAN | 23
  • 24. WHAT’S YOUR GENESIS? STRATEGY •  Branding •  Messaging •  Personalized message •  Personalized approach •  Understand business challenges •  Turnkey solution •  3 Tier Levels •  Visuals •  Build on website design •  Photos from website •  Integrated presentation •  Establish credibilityCOPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . GENESIS WEALTH ADVISORS, LLC. | 2012 MARKETING PLAN | 24
  • 25. SOLID GOLD MARKETING RESULTS •  Attend Webcast (Pre-recorded Presentation) •  Phone •  Email •  Go-to-Meeting Form •  Meet with Paul •  Your Unfair Advantage BrochureCOPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . GENESIS WEALTH ADVISORS, LLC. | 2012 MARKETING PLAN | 25
  • 26. WEBCASTS IN CONSIDERATION FOR 2012 •  Webcast Promotion •  Budget Permitting (otherwise 2013) •  Trifold Mailer •  1st Registration Email •  Invitation •  2nd Registration Email •  Final Registration EmailCOPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . GENESIS WEALTH ADVISORS, LLC. | 2012 MARKETING PLAN | 26
  • 27. FIRST MAILING| LETTER| TRIFOLD BROCHURE Dear John, Lorem ipsum dolor sit amet, consectetuer adipiscing elit, sed diam nonummy nibh eumod tincidunt ut dolagna aliquam erat volutpat. Ut wisi enim ad minim veniam, quis nostrud exerci tation ullamcorper suscipit lobortis niquip exea commodo consequat. Duis autem vel eum iriure dolor in hendrerit in vulp utate velit esse molestie consequum augue duis dolore te feugait nulla facilisi.Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Affiliate Program: Lorem ipsum dolor sit amet, consectetuer adipiscing elit, sed diam nonummy nibh Strate ic. eumod tincidunt ut reet dolagna aliquam erat volutpat. Ut wisi enim ad minim veniam, quis nostrud exerci tation ullamcorper suscipit lobortis niquip exea commodo consequat. Duis autem vel eum iriure dolor in hendrerit in vulputate velit esse molestie. Genesis Wealth Advisors, LLC Your 532 Page Street 02072 Unfair Advantage: Lorem ipsum dolor sit amet, consectetuer adipiscing elit, sed diam nonummy Stoughton, MA nibh eumod tincidunt ut reet dolagna aliquam erat volutpat. Ut wisi enim ad minim veniam, quis nostrud Recieve solid leads to encourage exerci tation ullamcorper suscipit lobortis niquip exea commodo consequat. Duis autem vel eum iriure your business goals. dolor in hendrerit in vulputate velit esse molestie. Complete Compliance: Lorem ipsum dolor sit amet, consectetuer adipiscing elit, sed diam nonummy nibh eumod tincidunt ut reet dolagna aliquam erat volutpat. Ut wisi enim ad minim veniam, quis nostrud exerci tation ullamcorper suscipit lobortis niquip exea commodo consequat. Duis autem vel eum iriure dolor in hendrerit in vulputate velit esse molestie. What’s your genesis? Dolagna aliquam erat volutpat. Ut wisi enim ad minim veniam, quis exerci tation ullamcorna aliquam erat volutpat. Ut wisi enim ad minim veniam,inim veni. Paul Duval, ChFC President Genesis Wealth Advisors, LLC 532 Page Street Stoughton, MA 02072 781.344.1023 800.245.7526 f: 781.344.1179 paul@genesisadvisors.com www.genesisadvisors.comCOPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . GENESIS WEALTH ADVISORS, LLC. | 2012 MARKETING PLAN | 27
  • 28. TRIFOLD BROCHURE| DETAIL Genesis Wealth Advisors, LLC 532 Page Street Stoughton, MA 02072 Strate ic. Recieve solid leads to encourage your business goals. Marketin . What’s your genesis? Re ulatory. Lorem ipsum dolor sit amet, consectetuer adipiscing elit, sed diam nonummy nibh eumod tincidunt ut reet dolagna Lorem ipsum d nibh euismod t aliquam erat volutpat. Ut wisi enim ad minim veniam, quis nostrud exerci tation ullamcorper suscipit lobortis niquip Turnkey marketing exea commodo consequat. Duis autem vel eum iriure dolor in hendrerit in vulputate velit esse molestie consequum enim adGenes minim 532 Pa nulla facio odio solutions. augue duis dolore te feugait nulla facilisi. Stough Compl We ensure complete compliance Lorem ipsum dolor sit amet, consectetuer adipiscing elit, sed diam nonummy Lorem ipsum dolor sit amet, consectetuer adipiscing elit, sed diam nonummy Lorem ipsum d nibh euismod t nibh euismod tincidunt ut laoreet dolore magna aliquam erat volutpat. Ut wisi nibh euismod tincidunt ut laoreet dolore magna aliquam erat volutpat. Ut wisi with all regulations. nisl ut aliquip ex ea commodo consequat. Duis autem vel eum iriure dolor in enim ad minim veniam, quis nostrud exerci tation ullamcorper suscipit lobortis enim ad minim nisl ut aliquip e hendrerit in vulputate velit esse molestie consequat, vel illum dolore eu feugiat hendrerit in vulputate velit esse molestie consequat. hendrerit in vu nulla facilisis at vero eros et accumsan et iuesent. What’s your Genesis? genesis? I want to help you grow your business. want to help you grow your business. Let’s discuss what Genesis can do for you. Genesis Wealth A Genesis Wealth A 532 Page Street 532 Page Street Stoughton, MA 02 Stoughton, MA 02 Re ulatory. Lorem ipsum dolor sit amet, consectetuer adipiscing elit, sed diam nonummy nibh eumod tincidunt ut reet dolagna Lorem ipsum dolor sit amet, consectetuer adipiscing elit, sed diam nonummy Lorem ipsum dolor sit amet, consectetuer adipiscing elit, sed diam nonummy Lorem ipsum dolor sit amet, consectetuer adipiscing elit, sed diam nonummy nibh eumod tincidunt ut reet dolagna nibh euismod tincidunt ut laoreet dolore magna aliquam erat volutpat. Ut wisi nibh euismod tincidunt ut laoreet dolore magna aliquam erat volutpat. Ut wisi aliquam erat volutpat. Ut wisi enim ad minim veniam, quis nostrud exerci tation ullamcorper suscipit lobortis niquip aliquam erat volutpat. Ut wisi enim ad minim veniam, quis nostrud exerci tation ullamcorper suscipit lobortis niquip Call me at 781.344.1023 Call me at 781.344.1023 enim ad minim veniam, quis nostrud exerci tation ullamcorper suscipit lobortis enim ad minim veniam, quis nostrud exerci tation ullamcorper suscipit lobortis exea commodo consequat. Duis autem vel eum iriure dolor in hendrerit in vulputate velit esse molestie consequum exea commodo consequat. Duis autem vel eum iriure dolor in hendrerit in vulputate velit esse molestie consequum nulla facio odio dignissim qui blandit praesent. Email me at paul@genesisadvisors.com nulla facio odio dignissim qui blandit praesent. augue duis dolore te feugait nulla facilisi. augue duis dolore te feugait nulla facilisi. Paul Duval, ChFC Complete Compliance Paul Duval, ChFC We ensure complete compliance We ensure complete compliance Lorem ipsum dolor sit amet, consectetuer adipiscing elit, sed diam nonummy Lorem ipsum dolor sit amet, consectetuer adipiscing elit, sed diam nonummy Lorem ipsum dolor sit amet, consectetuer adipiscing elit, sed diam nonummy Lorem ipsum dolor sit amet, consectetuer adipiscing elit, sed diam nonummy Lorem ipsum dolor sit amet, consectetuer adipiscing elit, sed diam nonummy Lorem ipsum dolor sit amet, consectetuer adipiscing elit, sed diam nonummy nibh euismod tincidunt ut laoreet dolore magna aliquam erat volutpat. Ut wisi nibh euismod tincidunt ut laoreet dolore magna aliquam erat volutpat. Ut wisi nibh euismod tincidunt ut laoreet dolore magna aliquam erat volutpat. Ut wisi nibh euismod tincidunt ut laoreet dolore magna aliquam erat volutpat. Ut wisi nibh euismod tincidunt ut laoreet dolore magna aliquam erat volutpat. Ut wisi with all regulations. with all regulations. nibh euismod tincidunt ut laoreet dolore magna aliquam erat volutpat. Ut wisi nisl ut aliquip ex ea commodo consequat. Duis autem vel eum iriure dolor in nisl ut aliquip ex ea commodo consequat. Duis autem vel eum iriure dolor in enim ad minim veniam, quis nostrud exerci tation ullamcorper suscipit lobortis enim ad minim veniam, quis nostrud exerci tation ullamcorper suscipit lobortis enim ad minim veniam, quis nostrud exerci tation ullamcorper suscipit lobortis enim ad minim veniam, quis nostrud exerci tation ullamcorper suscipit lobortis nisl ut aliquip ex ea commodo consequat. Duis autem vel eum iriure dolor in nisl ut aliquip ex ea commodo consequat. Duis autem vel eum iriure dolor in hendrerit in vulputate velit esse molestie consequat, vel illum dolore eu feugiat hendrerit in vulputate velit esse molestie consequat, vel illum dolore eu feugiat hendrerit in vulputate velit esse molestie consequat. hendrerit in vulputate velit esse molestie consequat. hendrerit in vulputate velit esse molestie consequat. hendrerit in vulputate velit esse molestie consequat. nulla facilisis at vero eros et accumsan et iuesent. nulla facilisis at vero eros et accumsan et iuesent. W W W. G E N E S I S A D V I S O R S . C O M W W W. G E N E S I S A D V I S O R S . C O MCOPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . GENESIS WEALTH ADVISORS, LLC. | 2012 MARKETING PLAN | 28
  • 29. THIRD MAILING | INVITATION TO MEET WITH PAULCOPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . GENESIS WEALTH ADVISORS, LLC. | 2012 MARKETING PLAN | 29
  • 30. Marketing Strategy INDIVIDUAL INVESTORS 25 JANUARY 2012COPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . GENESIS WEALTH ADVISORS, LLC. | 2012 MARKETING PLAN | 30
  • 31. BUSINESS OPPORTUNITY Consumers mistrust large financial institutions since the recession of 2007. According to FT Advisor, “Financial institutions will face a backlash from consumers unless they radically change the way they operate”. This creates an immediate opportunity for Genesis Advisors to meet the needs of disenchanted consumers with their transparent and tailored approach.COPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . GENESIS WEALTH ADVISORS, LLC. | 2012 MARKETING PLAN | 31
  • 32. TARGET AUDIENCE PROFILESRETIRED PERSONS UPPER MIDDLE INCOME FIRST STAGE AFFLUENT• $1M in accumulated retirement • Dual-income professional family • Dual-income professional family saving and other investments + • $200k gross income + • $200k gross income + + • $100k to invest • $100k to invest • Kids past college phase • Kids past college phase • Focused on retirement • Focused on retirement • Minimal debt • Minimal debt LIFE STAGE EXAMPLES SOURCE: ACXIOM RETAIL BANKING CONSUMER DYNAMICSCOPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . GENESIS WEALTH ADVISORS, LLC. | 2012 MARKETING PLAN | 32
  • 33. AFFLUENCE SUMMARIESConsumer needs and desires canbe understood and evenanticipated based on their lifestages, but the financialstrategies and tactics available tothem vary according to theiraffluence level.Acxiom has identified 12consumer segments which reflectthis interconnected impact ofboth life stage and affluence on SOURCE: FORRESTER’S CONSUMER TECHNOGRAPHICS® BENCHMARK SURVEY WAS A SOURCE OF DESCRIPTIVE INFORMATION USED TO VALIDATE ACXIOM’S RETAILconsumer financial behavior. BANKING CUSTOMER SEGMENTS.COPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . GENESIS WEALTH ADVISORS, LLC. | 2012 MARKETING PLAN | 33
  • 34. BRANDING •  Unique Selling Proposition •  Trust •  Respect •  Does not talk up or down to customers •  Commitment •  Not fly-by-night •  Founded 1994COPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . GENESIS WEALTH ADVISORS, LLC. | 2012 MARKETING PLAN | 34
  • 35. BRANDING •  Differentiation •  Customer Transparency •  Genesis Funds have lower fees than the Big Guys •  Fast Fund Survey/Financial DNA •  Custom Plans/Funds based on risk tolerance •  Financial Planners matched by personality profile •  Presentations in preferred communication styleCOPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . GENESIS WEALTH ADVISORS, LLC. | 2012 MARKETING PLAN | 35
  • 36. Social Media WEALTH ADVISORS & INDIVIDUAL INVESTORS 25 JANUARY 2012COPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . GENESIS WEALTH ADVISORS, LLC. | 2012 MARKETING PLAN | 36
  • 37. SOCIAL MEDIA STRATEGY •  Wealth Advisors Blog •  Bi-Weekly Posts Linked In Linked In Individual Corporate •  Corporate LinkedIn Wealth Advisors •  Individual LinkedIn pages Home YouTube •  Initial purpose to garner organic search ranking •  Build loyal base of fans and followers •  Provide relevant content •  Build case for becoming an AffiliateCOPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . GENESIS WEALTH ADVISORS, LLC. | 2012 MARKETING PLAN | 37
  • 38. LINKED INCOPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . GENESIS WEALTH ADVISORS, LLC. | 2012 MARKETING PLAN | 38
  • 39. YOUTUBE •  Promote Webinars and Webcasts •  Video Content Development •  Initially clips for Go-to-Webinar Recording of 1st Webinar •  Clips from Paul Presentation VideoCOPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . GENESIS WEALTH ADVISORS, LLC. | 2012 MARKETING PLAN | 39
  • 40. SOCIAL MEDIA STRATEGY •  Wealth Advisors Blog •  Collaborative contributions Networked Blogs •  Bi-Weekly Posts Home •  Linked In, Facebook, Twitter & Networked Blogs Google+ Facebook •  Individual LinkedIn pages •  Initial purpose to garner organic search ranking Twitter •  Build loyal base of fans and followers •  Provide relevant content •  Make referrals easyCOPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . GENESIS WEALTH ADVISORS, LLC. | 2012 MARKETING PLAN | 40
  • 41. FACEBOOKCOPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . GENESIS WEALTH ADVISORS, LLC. | 2012 MARKETING PLAN | 41
  • 42. TWITTERCOPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . GENESIS WEALTH ADVISORS, LLC. | 2012 MARKETING PLAN | 42
  • 43. GOGGLE+COPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . GENESIS WEALTH ADVISORS, LLC. | 2012 MARKETING PLAN | 43
  • 44. Internet Marketing WEALTH ADVISORS & INDIVIDUAL INVESTORS 25 JANUARY 2012COPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . GENESIS WEALTH ADVISORS, LLC. | 2012 MARKETING PLAN | 44
  • 45. PAY PER CLICK (PPC) •  Google Adwords •  Target select geographic regions in New England •  Target select geographic regions in Florida •  Competitive Review and Analysis •  Develop keyword strategy •  Build landing pages for campaigns •  Unique Phone # http://public.ifbyphone.com/ •  Benchmark Relevancy Score •  Monthly tracking and reportingCOPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . GENESIS WEALTH ADVISORS, LLC. | 2012 MARKETING PLAN | 45
  • 46. GOOGLE AWORDS •  Estimated Budget/Results Projections •  Click charges are based on average keyword cost for financial services industry •  $2.00 on the low end to $4.50 on the high end for keywords •  An average of $3.00 per click, below are some PPC traffic estimates. •  10 clicks per day @ $3.00 = $30 per day X 30 day average = $900 per month (300 visitors per month) •  20 clicks per day @ $3.00 = $60 per day X 30 day average = $1,800 per month (600 visitors per month) •  30 clicks per day @ $3.00 = $90 per day X 30 day average = $2,700 per month (900 visitors per month) •  50 clicks per day @ $3.00 = $150 per day X 30 day average = $4,500 per month (1,500 visitors per month)COPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . GENESIS WEALTH ADVISORS, LLC. | 2012 MARKETING PLAN | 46
  • 47. SEARCH ENGINE OPTIMIZATION (SEO) •  Organic or Natural Search •  Keyword Research and Analysis •  Search Engine Placement Positioning •  Content Analysis and SEO Copywriting for all pages •  Link Analysis & Link Building •  Meta Tag Analysis & Implementation •  Image Tag Analysis & Implementation •  Text Link Analysis & Implementation •  Directory Analysis & Free Submissions •  Site Map Analysis & Implementation •  Geo Targeting on Google, Yahoo & Bing Maps SystemCOPYRIGHT © 2012 BERGERON CREATIVE STUDIOS, INC. THE IDEAS CONTAINED IN THIS PRESENTATION CANNOT BE USED WITHOUT WRITTEN PERMISSION . GENESIS WEALTH ADVISORS, LLC. | 2012 MARKETING PLAN | 47
  • 48. BRANDING 151 Worcester Street 888.764.6171INTERACTIVE First Floor ideas@bergeroncreative.comSOCIAL MEDIA North Grafton, Ma 01536 www.bergeroncreative.com

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