WCM Proposal

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  • 1. MARKETING PROPOSAL (sample)
  • 2. Our Commitment to You Wealth Concepts Brokerage is committed to helping you grow your business by leveraging your strengths and opportunities with our capabilities. Circle of Success We center our business around you: the Premier Producer. We provide support and services to help you excel. Are We the Right Fit? We work with professionals who have access to business owners, professionals and the high-net-worth mature market. We expedite results by locally managing the sales process from case submission to paid commissions.
  • 3. Your Partners for Success Wealth Concepts Brokerage is dedicated to helping unlock possibilities and meeting the financial needs of individuals, families and small business owners. We are confident that we can provide you with all the necessary products and tools to better assist you in your business. We offer a higher standard of support than you would receive anywhere else. The Local Advantage • Local illustration support - with a fast turnaround guarantee • Professional case design • Sales kits and additional marketing support materials • Place to order all APS’s, exams and reports • Case tracking and follow-up from submissions to commission
  • 4. One of Wealth Concepts Brokerage’s most valuable assets is its marketing powerhouse. Start with access to custom illustrations from virtually any carrier through Wealth Concepts Brokerage, add personally branded materials for your business – and state-of-the-art email delivery and tracking technology that ranks your leads based on their activity. Wealth Concepts Marketing’s Virtual Concierge™ service is the perfect solution for any producer. It is the outsourced equivalent of an entire marketing department – at a fraction of the cost – and harnesses all the capabilities of Wealth Concepts Marketing... without having to learn the intricacies of its robust and high-tech platform. Just sit back, relax and your Virtual Concierge do the work for you. Additional sales support materials Stationery Company brochures Promotional items Advanced sales strategies Email campaigns Point-of-sale brochures Supplementary flyers Custom "one-off" emails Custom landing pages Always a phone call or email away Strategic marketing plan Plan execution Lead scoring The Virtual Concierge™ service includes not only implementing the strategy we will have so carefully crafted - but also state-of-the-art marketing automation.
  • 5. What is marketing automation? It's a process by which we take your contact list - no matter how big or small - and convert that list into a concentrated group of leads. For example, say you have a list of 3,000 emails. We begin your campaign with powerful, eye-catching messaging that, on average, brings in 15% open rate, which is among the highest in the e-marketing industry. We bait the email with alluring, visually appealing buttons, which draw the viewer's attention and lead to clicks. But we don't stop there... The Virtual Concierge™ runs tracking reports for every email you send, all the while quantifying and qualifying only the best leads from your original list of 3,000. The result, after just one campaign, is a handful of hot leads: contacts who have blatantly and consistently shown interest - and who are prime to receive direct contact from you.
  • 6. Get started by filling out your QUICKstart worksheet. Step 1. Step 3. Utilize Wealth Concepts Marketing’s Virtual Concierge™ service to execute the marketing strategy derived from the results from Step 1. Step 2. Complete Leverage Life Process™ Opportunity Profile. This serves as a firm assessment and gives us the information necessary to build a marketing plan tailored to your needs. Click on the thumbnails above to interact!
  • 7. Strategy Use Wealth Concepts Marketing’s library of situational sales concepts to target the independent agents. Strategy Tactics Implement eblasts + automation methods to obtain better leads before making calls to the hottest leads and ultimately, turn prospects into producers by scheduling personal meetings. Target: Indepently licensed life insurance agents / financial planners
  • 8. Concepts Your campaign will begin with a small series of introductory emails, an icebreaker to inform and entice your audience. Then, we will begin the concept campaigns - Life Insurance Audit, PRO Save and Executive Bonus Program - with a holiday emails scheduled when appropriate. Note: This is just a sample. The actual plan would be designed based on the results of the Leverage Life Process™ Opportunity Profile. Marketing Plan Intro Life Insurance Audit PRO Save Executive Bonus
  • 9. Campaign Schedule Use Wealth Concepts Marketing’s library of situational sales concepts to target the individual marketplace. Note: This is just a sample. The actual plan would be designed based on the results of the Leverage Life Process™ Opportunity Profile. Marketing Plan Nov 4 Nov 11 Nov 18 Nov 25 Dec 2 Dec 9 Dec 16 Dec 23 Dec 31 Jan 6 Jan 13 Jan 20 Jan 27 Feb 3 Feb 10 Feb 17 Feb 24 Intro Email 1 Intro Email 2 Intro Email 3 Happy Thanksgiving! Life Insurance Audit 1 Life Insurance Audit 2 Life Insurance Audit 3 Happy Holidays! Happy New Year! PRO Save 1 PRO Save 2 PRO Save 3 PRO Save 4 Executive Bonus 1 Executive Bonus 2 Executive Bonus 3 Executive Bonus 4
  • 10. November 2013 Email Process Company BrochureBio Card John Q. Advisors Your source for all things life insurance and strategic financial planning Email PFE Your emails will have “triggers,” which will be programmed to perform a series of events: 1. Lead scoring - increasing the value of your contacts by measuring their level of engagement / interaction. You will be given user rating reports no more than 48 hours after each email deployment. 2. Personal Followup Emails (PFEs) - unformatted automatic response emails designed to mimic an email sent directly from your desktop. Dear friend, Thank you for your interest in my last message. I’d like to let you know that I’ll be making phone calls this Thursday. If you have a preference of the best time to talk, please let me know! Sincerely, John Q. Advisor Triggers +5 +4 +2 +3
  • 11. December 2013 Life Insurance Audit Point-of-Sale Brochure As life changes and economic conditions change it is important to verify that financial plans are keeping up with current needs and meeting desired objectives. Target Profile: Any individual or business owner that currently owns life insurance Included: Email campaigns | Direct mail letter | Supporting phone script | Point-of-sale brochure | Supplementary marketing materials | Evaluation and Analysis template | Information Release Form | Change Agent of Record Form Email 1 Email 2 Email 3 Click on the thumbnails above to interact! Landing Page Flyer
  • 12. THANK YOUfor your consideration. 717 South Coppell Rd Coppell, TX 75019 admin@thewealthconcepts.com Office: 972.338.9655