Genesis 2012 Marketing Plan
Genesis 2012 Marketing Plan
By Bergeron Creative Studios on Mar 09, 2012
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
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Genesis 2012 Marketing Plan
Genesis 2012 Marketing Plan
By Bergeron Creative Studios on Mar 09, 2012
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
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