Kimberly A. Branch,CFP®, CLTCPresident<br />
4 M&Ms of Generating Revenue<br />Mission<br />Market<br />Message<br />   Medium (5)<br />Client Events and Seminar Strat...
4WARD Vision<br />90-Days<br />30- Days<br />10/4<br />5<br />4<br />5<br />Today<br />6/4<br />4<br />2<br />4<br />4/4 <...
YOUR Team<br />For Broker/Dealer Use Only<br />
Advisor Nation Survey<br />Top Ten Most Effective Advisor Prospect Marketing Activities<br />Activity Ranking<br />1-Clien...
1st MEDIUM – Seminar Marketing<br />ELITE ADVISORS HOSTING EVENTS<br />46% = 20 Events Annually<br />43% = Quarterly Event...
Top 10 – MUSTs for Successful Events<br />Vision<br />Budget<br />Logistics<br />Invitations (PR)<br />Reservation & Confi...
Setting Appointments at Event<br />Follow-up<br />Tracking Your Vision<br />Tweaking<br />Top 10 – MUSTs for Successful Ev...
Getting into the Zone<br />
Fall & Holiday Theme Event Ideas<br />Pumpkin Carving Contests<br />Ginger Bread House Making Contests<br />Meet Santa – i...
4WARD – DIRECT Connect<br />    Turn-Key Seminar Division<br /> Direct Mail List – over 250m Consumers (drill down by occu...
EVENT Invites<br />For Broker/Dealer Use Only<br />
2nd MEDIUM – Branding<br />Visual Communication is part of your daily life. <br />Make your business a part of theirs thro...
LOGO DESIGN –YOUR IDENTITY<br />A logo makes your company look more professional to your clients & prospects. It immediate...
For Broker/Dealer Use Only<br />
For Broker/Dealer Use Only<br />
BRANDING/LOGO DESIGN –THE PROCESS<br />For Broker/Dealer Use Only<br />
BRANDING PACKAGE<br />For Broker/Dealer Use Only<br />
BROCHURES<br />Log on to nextrep.com &gt;&gt; marketing &gt;&gt; 4WARD Graphics <br />Download and print the brochure requ...
COMPREHENSIVE BROCHURE & BRANDING PACKAGE<br />For Broker/Dealer Use Only<br />
COMPREHENSIVE BROCHURE & BRANDING PACKAGE<br />For Broker/Dealer Use Only<br />
COMPREHENSIVE BROCHURE & BRANDING PACKAGE<br />For Broker/Dealer Use Only<br />
THE POWER OF BRANDING<br />For Broker/Dealer Use Only<br />
3rd MEDIUM – Websites that WOW<br />
Competitive Advantages <br /><ul><li> Powerful & Customized </li></ul>     Unique Graphic Design     FLASH<br /><ul><li> S...
 0% Interest Financing
 Seminar & Events Manager
Training</li></ul>For Broker/Dealer Use Only<br />
The Ultimate Advantage <br />Fission Financial Content Management System<br />Empowering you with complete control of your...
 Easy to Use (Like Microsoft Word)
 Text
 Images
 Links
 Video & Animations</li></ul>For Broker/Dealer Use Only<br />
4th MEDIUM – Press Releases<br />For Broker/Dealer Use Only<br />
5th MEDIUM  – Coaching & Mentoring <br />PARTNERING WITH YOU ON YOUR JOURNEY TO THE TOP<br />
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4 Mediums of Success

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Coaching services to assist financial advisors in understanding their mission, market, method and medium in driving high net-worth clients to their practices.

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4 Mediums of Success

  1. 1. Kimberly A. Branch,CFP®, CLTCPresident<br />
  2. 2. 4 M&Ms of Generating Revenue<br />Mission<br />Market<br />Message<br /> Medium (5)<br />Client Events and Seminar Strategies<br />Branding & Graphic Collateral<br />Websites<br />Press Releases<br />Coaching and Mentoring Programs<br />
  3. 3. 4WARD Vision<br />90-Days<br />30- Days<br />10/4<br />5<br />4<br />5<br />Today<br />6/4<br />4<br />2<br />4<br />4/4 <br />1<br />1<br />3<br />Direct Connect(#Reps/#Seminars)<br />Branding & Graphic<br />Website<br />NEXT Challenge<br />For Broker/Dealer Use Only<br />
  4. 4. YOUR Team<br />For Broker/Dealer Use Only<br />
  5. 5. Advisor Nation Survey<br />Top Ten Most Effective Advisor Prospect Marketing Activities<br />Activity Ranking<br />1-Client Referrals<br />2-Seminars<br />3-Networking using Social Media<br />4-Use Direct Mail Service<br />5-Email Services (newsletters-eblasts)<br />6-Print Advertising<br />7-Webinars<br />8-Purchase Leads from lead service<br />9-PR Services<br />10-Online Advertising<br />97%<br />77%<br />57%<br />59%<br />66%<br />58%<br />56%<br />51%<br />51%<br />52%<br />
  6. 6. 1st MEDIUM – Seminar Marketing<br />ELITE ADVISORS HOSTING EVENTS<br />46% = 20 Events Annually<br />43% = Quarterly Events.<br />
  7. 7. Top 10 – MUSTs for Successful Events<br />Vision<br />Budget<br />Logistics<br />Invitations (PR)<br />Reservation & Confirmation Calls<br />Hosting the Event<br />
  8. 8. Setting Appointments at Event<br />Follow-up<br />Tracking Your Vision<br />Tweaking<br />Top 10 – MUSTs for Successful Events<br />
  9. 9. Getting into the Zone<br />
  10. 10. Fall & Holiday Theme Event Ideas<br />Pumpkin Carving Contests<br />Ginger Bread House Making Contests<br />Meet Santa – invite the kids!<br />Holiday Charity Brunch – <br /> bring a toy for Toys for Tots <br /> as your entry fee<br />Makeover for the Holidays <br /> with Fashion Show<br />Festive Fitness Party <br />Ring in the New Year <br /> Dancing Like a Star<br />
  11. 11. 4WARD – DIRECT Connect<br /> Turn-Key Seminar Division<br /> Direct Mail List – over 250m Consumers (drill down by occupation)<br /> Design Invitation – Customized with your Brand<br /> Seminar Coaching<br /> Print and Sort and Mail<br /> Reservation & Confirmation Service (24/7/365)<br /> 0% Interest Loan Program (2-months grace, 3-months to pay back loan)<br />For Broker/Dealer Use Only<br />
  12. 12. EVENT Invites<br />For Broker/Dealer Use Only<br />
  13. 13. 2nd MEDIUM – Branding<br />Visual Communication is part of your daily life. <br />Make your business a part of theirs through BRANDING. <br />Logo Design:Your identity<br /> Branding Package<br />Brochures: Fully Customized <br /> Advertising<br /> Event Materials<br />For Broker/Dealer Use Only<br />
  14. 14. LOGO DESIGN –YOUR IDENTITY<br />A logo makes your company look more professional to your clients & prospects. It immediately identifies your brand. Over time, you can establish a sense of quality and confidence people can expect whenever they see it.<br />For Broker/Dealer Use Only<br />
  15. 15. For Broker/Dealer Use Only<br />
  16. 16. For Broker/Dealer Use Only<br />
  17. 17. BRANDING/LOGO DESIGN –THE PROCESS<br />For Broker/Dealer Use Only<br />
  18. 18. BRANDING PACKAGE<br />For Broker/Dealer Use Only<br />
  19. 19. BROCHURES<br />Log on to nextrep.com &gt;&gt; marketing &gt;&gt; 4WARD Graphics <br />Download and print the brochure request form to get started. Editing assistance is also provided, as well as custom design as needed*<br />For Broker/Dealer Use Only<br />
  20. 20. COMPREHENSIVE BROCHURE & BRANDING PACKAGE<br />For Broker/Dealer Use Only<br />
  21. 21. COMPREHENSIVE BROCHURE & BRANDING PACKAGE<br />For Broker/Dealer Use Only<br />
  22. 22. COMPREHENSIVE BROCHURE & BRANDING PACKAGE<br />For Broker/Dealer Use Only<br />
  23. 23. THE POWER OF BRANDING<br />For Broker/Dealer Use Only<br />
  24. 24. 3rd MEDIUM – Websites that WOW<br />
  25. 25. Competitive Advantages <br /><ul><li> Powerful & Customized </li></ul> Unique Graphic Design FLASH<br /><ul><li> Search Engine Optimization SEO Key-words Page Rank Google Analytics
  26. 26. 0% Interest Financing
  27. 27. Seminar & Events Manager
  28. 28. Training</li></ul>For Broker/Dealer Use Only<br />
  29. 29. The Ultimate Advantage <br />Fission Financial Content Management System<br />Empowering you with complete control of your website & its content<br /><ul><li> Add, Update & Manage
  30. 30. Easy to Use (Like Microsoft Word)
  31. 31. Text
  32. 32. Images
  33. 33. Links
  34. 34. Video & Animations</li></ul>For Broker/Dealer Use Only<br />
  35. 35.
  36. 36. 4th MEDIUM – Press Releases<br />For Broker/Dealer Use Only<br />
  37. 37. 5th MEDIUM – Coaching & Mentoring <br />PARTNERING WITH YOU ON YOUR JOURNEY TO THE TOP<br />
  38. 38. NEXT CHALLENGE PARTICIPANTS -GDC Growth<br />For Broker/Dealer Use Only<br />
  39. 39. THE NEXT CHALLENGE–COACHING & MENTORING PROGAM<br />Get the most from your coaching experience! <br />Choose from three exciting levels based on YOUR goals, level of motivation and preferred level of support.<br /><ul><li>PLATINUM CHALLENGE
  40. 40. GOLD CHALLENGE
  41. 41. SILVER CHALLENGE</li></ul>All levels receive:<br /><ul><li>Attendance at Three On-Site Sessions
  42. 42. Strategic Visionary Planning with Marketing Specialists
  43. 43. Client Audit Program by Advisor Impact
  44. 44. NEXT Challenge Newsletters
  45. 45. Interim Inspirational Calls
  46. 46. Selection of Modules </li></ul>Prices subject to change for 2010<br />For Broker/Dealer Use Only<br />
  47. 47. THE NEXT CHALLENGE –MENU OF MODULES<br />In our commitment to helping YOU grow your business we have improved the program to offer modules in support of your vision. <br />Depending on your NEXT Challenge Level you may choose from 20 different modules to focus on from these categories:<br /><ul><li>Strategic Visionary Planning (Included in all three levels)
  48. 48. Client Experience (5 Modules)
  49. 49. Marketing (6 Modules)
  50. 50. Build Your Business (6 Modules)
  51. 51. Transitioning to Fee-Based Business</li></ul>For Broker/Dealer Use Only<br />
  52. 52. THE NEXT CHALLENGE – CLIENT LOYALITY<br />For Broker/Dealer Use Only<br />
  53. 53. THE NEXT CHALLENGE – CLIENT LOYALITY<br />The Lucky 7 C’s of Client Loyalty<br />Communication<br />Character<br />Chemistry<br />Caring<br />Competence<br />Cost-effectiveness<br />Consultative<br />For Broker/Dealer Use Only<br />
  54. 54. THE NEXT CHALLENGE – CLOSING<br /><ul><li>Improve your ability to deal with uncertainty
  55. 55. Make better decisions
  56. 56. Set better goals
  57. 57. Reach goals faster
  58. 58. Become Financially more successful
  59. 59. Have a better personal and enriched life
  60. 60. Make a bigger impact on the world
  61. 61. Be a better leader
  62. 62. Reduce stress
  63. 63. Develop a clear success strategy to keep your competitive advantage.</li></ul>For Broker/Dealer Use Only<br />
  64. 64. It’s NOT all about the Money<br />
  65. 65. Empowering you to execute your vision through innovative and inspirational initiatives<br />Mission<br />Market<br />Message<br /> MediumClient Events and Seminar Strategies<br /> Branding & Graphic Collateral<br /> Websites<br /> Press Releases<br /> Coaching and Mentoring Programs<br />Thank You!<br />For Broker/Dealer Use Only<br />

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