1. ProSolution Planning
Day for 2014
14 November 2013

2. Contents
1.
2.
3.
4.
5.
6.
Evolving brand
Having a story to tell
Improving the clients experience
Niche branding for lead generation
LinkedIn community
Other
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Glenn/Wakelin/Buyers agent
Cross-selling insurance
Weekly meetings
Sub-letting the office
Financial planning

3. “The Future Belongs to Those That
Care and Those That Believe”
Seth Godin

5. What is our story?

6. Improving our client experience
1.
2.
3.
4.
5.
Questionnaire
Peer “check-in” calls
Invent reasons to show we “care”
Sell everything but specialise in one
More tailored one-on-one, value-adding
communication / annual reviews

7. Targeting dentists

8. Targeting investors with 2+ properties

9. Targeting $2.5m+ loans

10. Women Mean Business

11. LinkedIn – community
• Spend 20 minutes p/week building contacts
• LinkedIn groups to distribute blogs and
newsletters
– Smart investing
– Active property investors
• Staff to “like” blogs and posts

12. Other…
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•
•
•
•
Glenn/Wakelin/Buyers agent
Cross-selling insurance
Weekly meetings
Sub-letting the office
Financial planning