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Financial Services Marketing Strategy


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  • 1. Strategy to Market Financial Services in Springfield, MO and Kansas City, MO/KS Submitted by Andrew Pappas
  • 2. Vision
    • During the first five years of financial consulting, achieve and maintain at least $60 million in assets under management. Increase assets under management by an average of $250,000.00 per week; annualized to $12 million.
  • 3. My Clientele is out there. How am I differentiating myself from my competition?
  • 4. Pro Forma
    • Assuming a client has around $200,000.00 is assets and a target number of $60 million in assets under management by year Five; resulting in a target number of 300 clients. This breaks down to 60 newly acquired clients per year (five per month) . The goal must be set to ten-twelve weekly meetings; resulting in one new client per week.
  • 5. Here’s my plan to FIND them…
  • 6. Building a Client Base
    • Prospective clients are various professionals and executives. These include lawyers, doctors, real-estate brokers, etc.. The goal is to cater a profitable financial consultancy around the needs of this prospective clientele; and to expand this consultancy through social and professional networking strategies.
  • 7. Use the Latest Technologies Internet GPS & Mapping PC's & PDAs Cellular
  • 8. Use Demographic Tools
    • US Census Data
    • Data Brokerages such as USA DATA
    • Google Earth (online or software)
    • Hoovers
    • Standard and Poors
    • Lexis Nexis
  • 9. Utilize local area Chambers of Commerce
      • Kansas City - (includes Lenexa)
      • Shawnee
      • Leawood
      • Overland Park
      • Springfield
      • Nixa
      • Republic
      • Rogersville
      • Ozark
      • Battlefield
  • 10. Network Away!
    • Local Civic/ Cultural Associations
    • Professional Sports Clubs/ Franchises
    • Golf Clubs
    • Fine Art Galleries
    • Fine Arts/ Charity Events
    • LinkedIn Internet Network for Professionals
    • PLAXO Internet Address Book
    • Upscale Restaurants, Health & Racquet Clubs
  • 11. Utilize Public Records and local Business Journals
    • Building Permits
    • Newly Licensed Businesses
    • Newly Formed Corporations
    • New Telephone Service
    • Newly Promoted Workers
    • New Non-Profit Formations
    • Newly Purchased Real Estate
    • Newly Bought/ Sold Businesses
  • 12. Join Trade Associations
    • National Association of Personal Financial Advisors
    • National Association of Insurance and Financial Advisors
  • 13. Target Clientele
      • Their goal is to maintain a successful business while securing their financial lives. They want to prepare for the future while watching their business expand.
      • These men and women are entrepreneurs that still have financial concerns which need to be addressed.
      • Their goal is to maintain a thriving career while securing their financial lives. They want to prepare for the future while establishing a successful profession.
  • 14. Potential Client List
  • 15. How am I staying in front of my customer – the lifeblood of my business – with a value message that postures me as different and superior to my competition? Here’s my plan to KEEP them…
  • 16. Spread the WORD!
    • Premium Incentive Novelties
    • Direct Mail
    • E-Mail Newsletters
    • Weekly Podcasts
    • Public Access Cable Show
    • Biz-Journal/ Print Placements
    • Directory Listings
    • Website Linking
    • Search Engine Optimization
    • Radio/ TV Spots
    • Cable Ticker
    • Frequent Newspaper Articles
    • Frequent Press Releases
  • 17. Spread the WORD some more!
    • Family and Friends
    • Community Involvement
    • Investment Clubs
    • Alumni Associations
    • Trade Unions
    • Seminars
    • Event Sponsorships
    • Volunteer Work
    • Civic Donations
  • 18.