Financial Services Marketing Strategy
•Download as PPS, PDF•
1 like•395 views
The document outlines a strategy to market financial services in Springfield, MO and Kansas City, MO/KS. It sets a goal of achieving $60 million in assets under management within 5 years through acquiring 60 new clients per year. The plan is to find and target prospective clients such as professionals and business owners through local networking, public records, trade associations, and utilizing demographic tools and chambers of commerce in the target cities. The strategy also outlines how to keep existing clients engaged through various marketing methods like direct mail, newsletters, media placements, and community involvement.
Report
Share
Report
Share
![Vision ,[object Object]](data:image/gif;base64,R0lGODlhAQABAIAAAAAAAP///yH5BAEAAAAALAAAAAABAAEAAAIBRAA7)
Recommended
Franklin County Entrepreneur Express #3 Presentation, May 12, 2010
The Virginia Department of Business Assistance partnered with the Franklin County Chamber of Commerce, West Piedmont Business Development Center, the Franklin Center and Longwood Small Business Development Center to conduct a workshop focused on steps to starting and growing a business in Virginia.
Wythe EE#3 presentation, April 29, 2010
The Virginia Department of Business Assistance presents the Entrepreneur Express Workshop on April 29, 2010 in Wytheville, Virginia.
Pulaski Entrepreneur Express Workshop, August 19, 2010 Presentation
This document discusses resources for small business owners in Virginia. It provides information on SCORE, which offers free business counseling and mentoring. The SBDC also offers low-cost business seminars and counseling to help with topics like business plans, marketing, and financing. The Virginia Tourism Corporation helps tourism-related businesses with opportunities, planning, and marketing assistance. Overall, the document outlines various state and local resources that provide support services to help small businesses in Virginia start and grow successfully.
Chase Bank Enters New Markets on the Eastern Seaboard
Darin Pastor, CEO of the independent East Amherst, New York based firm Capstone Affluent Strategies, has an extensive background in wealth management and financial services. Darin Pastor has previously held the executive roles of Senior Vice President and Senior Investment Manager of Chase Investment Services Corp, a subsidiary of JP Morgan Chase.
Smyth Entrepreneur Express #4 Presentation, March 18, 2010
This document discusses marketing strategies for small businesses. It provides information on developing a marketing plan, social networking, advertising, and budgeting for marketing. The key points covered include:
- Developing a marketing plan with objectives, strategies, and an action calendar can help guide marketing efforts.
- Social networking and websites are important marketing tools for small businesses to connect with customers.
- Advertising raises awareness and reminds customers of a business, but the messaging needs to be memorable and focus on customer benefits.
- Marketing budgets for small businesses typically range from 4-10% of sales, with retail businesses often spending more than wholesale businesses.
Clarus Development Presentation
If you are looking to refine your non-profit look, or to bring more revenue in the door, choose Clarus Development – Your Local Fundraising Resource!
Shivanigeneral
The document summarizes various programs and resources from the U.S. Small Business Administration (SBA) to support small businesses. It outlines SBA's mission to aid, counsel, and protect small businesses. It then describes several SBA programs that provide business development assistance, financial assistance, and procurement assistance to small businesses. Finally, it provides contact information for SBA local offices and partner organizations that can help small business owners.
Three Year Plan: Vancity's strategic plan for 2015 to 2017
Over the past year, we’ve been inspired by the wisdom of our members and communities as they help us see, hear and experience how the real needs of the economy are being translated on the ground. We’ve seen that the deeper and broader our connectivity, the greater the opportunity we have to meet unmet needs and grow the real economy. We’ve also been inspired by our staff, mindful that it’s through our people that we’re able to translate our insights into impact. We’ve been getting stronger in terms of engaging our members and communities as well as our staff.
As a result, our membership is growing. We welcomed 21,997 new members to Vancity as of the end of September 2014, while holding market share in the overall deposit and lending markets – an impressive accomplishment given the competitive environment we’re facing. All this points to the fact that our brand is resonating, members are responding and our communities are reaping the benefits.
Recommended
Franklin County Entrepreneur Express #3 Presentation, May 12, 2010
The Virginia Department of Business Assistance partnered with the Franklin County Chamber of Commerce, West Piedmont Business Development Center, the Franklin Center and Longwood Small Business Development Center to conduct a workshop focused on steps to starting and growing a business in Virginia.
Wythe EE#3 presentation, April 29, 2010
The Virginia Department of Business Assistance presents the Entrepreneur Express Workshop on April 29, 2010 in Wytheville, Virginia.
Pulaski Entrepreneur Express Workshop, August 19, 2010 Presentation
This document discusses resources for small business owners in Virginia. It provides information on SCORE, which offers free business counseling and mentoring. The SBDC also offers low-cost business seminars and counseling to help with topics like business plans, marketing, and financing. The Virginia Tourism Corporation helps tourism-related businesses with opportunities, planning, and marketing assistance. Overall, the document outlines various state and local resources that provide support services to help small businesses in Virginia start and grow successfully.
Chase Bank Enters New Markets on the Eastern Seaboard
Darin Pastor, CEO of the independent East Amherst, New York based firm Capstone Affluent Strategies, has an extensive background in wealth management and financial services. Darin Pastor has previously held the executive roles of Senior Vice President and Senior Investment Manager of Chase Investment Services Corp, a subsidiary of JP Morgan Chase.
Smyth Entrepreneur Express #4 Presentation, March 18, 2010
This document discusses marketing strategies for small businesses. It provides information on developing a marketing plan, social networking, advertising, and budgeting for marketing. The key points covered include:
- Developing a marketing plan with objectives, strategies, and an action calendar can help guide marketing efforts.
- Social networking and websites are important marketing tools for small businesses to connect with customers.
- Advertising raises awareness and reminds customers of a business, but the messaging needs to be memorable and focus on customer benefits.
- Marketing budgets for small businesses typically range from 4-10% of sales, with retail businesses often spending more than wholesale businesses.
Clarus Development Presentation
If you are looking to refine your non-profit look, or to bring more revenue in the door, choose Clarus Development – Your Local Fundraising Resource!
Shivanigeneral
The document summarizes various programs and resources from the U.S. Small Business Administration (SBA) to support small businesses. It outlines SBA's mission to aid, counsel, and protect small businesses. It then describes several SBA programs that provide business development assistance, financial assistance, and procurement assistance to small businesses. Finally, it provides contact information for SBA local offices and partner organizations that can help small business owners.
Three Year Plan: Vancity's strategic plan for 2015 to 2017
Over the past year, we’ve been inspired by the wisdom of our members and communities as they help us see, hear and experience how the real needs of the economy are being translated on the ground. We’ve seen that the deeper and broader our connectivity, the greater the opportunity we have to meet unmet needs and grow the real economy. We’ve also been inspired by our staff, mindful that it’s through our people that we’re able to translate our insights into impact. We’ve been getting stronger in terms of engaging our members and communities as well as our staff.
As a result, our membership is growing. We welcomed 21,997 new members to Vancity as of the end of September 2014, while holding market share in the overall deposit and lending markets – an impressive accomplishment given the competitive environment we’re facing. All this points to the fact that our brand is resonating, members are responding and our communities are reaping the benefits.
Thinking about Starting Your Own Business
Laura Gannon from Sullivan and Gannon, LLC presented on considerations for starting your own business. There are pros like being the boss and setting your own schedule, but also cons such as long hours and taking on all roles alone. Key steps include deciding on a business structure, developing a business plan with financial projections, and obtaining financing. Resources for assistance include the Small Business Administration, accountants, lawyers, and business networking groups.
Resume of Jim Neal
Jim Neal is an experienced executive director and CEO with a proven track record of driving teams and organizations to achieve results. He has over 15 years of experience leading and advising various companies and political campaigns. His core competencies include team leadership, strategic planning, fundraising, and advising institutional investors.
Detailed Tactics for A Successful Client Engagement
Rhino Search Group is a financial services recruiting firm known for its valuable client relationships with the most trusted financial brands. Contact our financial advisor recruiters if you are looking to make a move, or buy/sell a book of business. Visit the site: http://www.rhinosearchgroup.com/
Rhino Search Group
8970 E Raintree Drive
Suite #300
Scottsdale AZ 85260
480-361-9415
pk@rhinosearchgroup.com
Small business funding vs. small business grants how to choose
Here is a complete guide to help you decide small business grants vs small business funding and how to choose them for your business. For more information. visit at https://www.onlinecheck.com/blog/business-loans/small-business-loans-vs-business-grants/
5th Gear Consulting Celebrates 2 Years and $30 million
5th Gear Consulting celebrates their second anniversary with over $30 million in SBA funds injected into the Texas economy, resulting in over 150 new jobs and significant growth for the region.
Adventure Tourism EE Presentation, April 9, 2010
Adventure Tourism Entrepreneur Workshop Afternoon Express Presentation, April 9, 2010, Norton, Virginia.
Introduction to Community Capital and Local Investing
Community Capital introduction for Northeast Oregon audiences - Describes some forms of community capital, ways to make local investments and opportunities to participate and get involved.
Kristen McCormack BU MNN/AGM Conference.2009
This document provides an overview of information presented by Kristen J. McCormack at a seminar on developing social enterprise and earned income ventures. It defines social enterprises and lists the most common types of ventures. It discusses why organizations pursue social enterprises and provides statistics on successful ventures. The presentation provides a self-assessment for organizations to determine if they are ready for a venture and outlines key lessons learned from case studies on leadership, planning, financing and other areas. Resources for business planning are also listed.
Investor Relations
Starbucks provides extensive investor relations programs and financial information to establish trust and transparency with investors. It aims to demonstrate its financial stability, ethical business practices, and responsiveness to stakeholders. Key aspects of its investor relations include readily available annual and quarterly reports, investor conferences and presentations, and an investor FAQ section. The company emphasizes themes of reliability, responsiveness and transparency to reassure investors.
Corporate Profile - English
Banks International is a consulting and training firm that has provided services internationally for over 32 years related to organizational culture change, leadership development, creativity and innovation, and strategic planning. They help clients improve organizational efficiency, flexibility, problem solving and performance. Their services are based on evidence that evolving an organization's culture leads to durable improvements in key areas. They offer consultation, training, executive coaching and support services to help clients address various business issues and maximize their potential. Customer testimonials praise Banks International's ability to assess issues and drive meaningful results through their work improving organizational culture.
Nine Ways to Win Investors and Influence Prospects
R&M Resource Development and Atlas Advertising presented 9 ways to influence investors and prospects. These include knowing your goals and audiences, being strategic, differentiating yourself, managing expectations, perfecting timing, leveraging affiliations, and injecting inspiration. Data and marketing services were outlined to help economic development organizations implement these strategies through branding, fundraising campaigns, and prospect development. The presentation concluded with calls to action to discuss implementation.
Storytelling for Grant Writing
Grant makers aren’t interested in boring techniques and stale information. If your grant applications could use a makeover, then you should join us for this webinar.
What You'll Learn:
• Specific strategies to add creativity and passion to your proposals
• What not to do to keep your application from resulting in rejection
• Specific examples of good nonprofit storytelling that can be easily adapted
• How to transport your reader’s mind so they can see your need
About the Presenter:
Betsy Baker is President of YourGrantAuthority.com. She has a Master’s in Public Administration from Auburn University and is an author, trainer/coach, public speaker and grant writing consultant raising $10 million in grant funding. She is dedicated to demystifying the grant writing process and encouraging fund raisers to write winning grant applications. She also coaches fellow grant writers in becoming grant writing consultants.
Grantee Workshop - Fundraising Presentation
The document provides an overview of developing a fundraising plan, including assessing existing resources, determining financial targets, identifying prospective donors, and developing solicitation tools. It emphasizes the importance of thorough research and having clear financial goals in order to create an effective fundraising plan.
Workforce diversity in royal bank of canada
This paper is my H.R. written and personal assignment, I concentrate on Canada as a multiracial country and their view to workforce diversity and i explain how companies can use diversity to improve their efficiency.
2solicitor
The document discusses a meeting between representatives of a law firm and the 1Solicitor network. 1Solicitor is a network of independent law firms that work together for mutual benefit. The meeting aims to help the law firm understand the 1Solicitor network and benefits of joining, and determine if 1Solicitor is a good fit. Background on the law firm and the changing legal market is provided. 1Solicitor offers member firms marketing support, panel opportunities, and other services to help firms grow while maintaining independence. Fees for various membership and marketing support options are outlined.
Fundraising (Introduction)
introduction to the basics of Fundraising
What are the types of funds? What are the sources of fund? Who needs fund?
How to write a proposal?
And everything you need to know about funds & fundraising.
Exploring businessownership
The presentation provides an overview of resources available from the U.S. Small Business Administration (SBA) to support small business ownership. It discusses exploring if business ownership is right, writing a business plan, getting advice to complete the plan and make the business legal, funding options, marketing, and examples of Vermont businesses that received SBA assistance. Attendees are encouraged to use SBA resources such as the Small Business Development Center for counseling and training on their business plans and launching their business.
Libraries as a Partner in the Entrepreneurial Ecosystem
Learn how libraries are positioned to be the best partner for individuals and community-based organizations to grow the local entrepreneurial ecosystem.
WandaCooperwestlake15 houston
Wanda CooperKing is a business development professional with over 20 years of experience in sales, marketing, and management across various industries including staffing, funeral services, healthcare, and telecommunications. She is licensed in funeral directing, life insurance, and as a florist. Her skills include executive management, strategic account development, customer service, and contract negotiation. She holds leadership roles in several community organizations and seeks to capitalize on her experience growing revenue and profitability through excellent customer service.
Insights of fundraising
A Blueprint for Fundraising – the small charities’ guide to fundraising and fundraising regulation. Its 250 pages are designed to provide Charity Trustees, Charity Directors and Fundraisers with the practical know-how they need to implement and manage the kind of modern, full spectrum, organised fundraising programmes operated by the big charities. Please check these slides to get insights of all 14 chapters.
Ohio Northern - Student-Run Firms
Ohio Northern University presented "FIRMing Up: Working Your Way to Student-Run Firm Excellence" for their Chapter Development Session at the PRSSA 2012 National Conference in San Francisco. This is an online version of the presentation.
Flying With The Angels
Jerry Masin presentation on angel investing on behalf of the Greater Princeton Area Chapter of SCORE.
Your Success...powered by SCORE
More Related Content
What's hot
Thinking about Starting Your Own Business
Laura Gannon from Sullivan and Gannon, LLC presented on considerations for starting your own business. There are pros like being the boss and setting your own schedule, but also cons such as long hours and taking on all roles alone. Key steps include deciding on a business structure, developing a business plan with financial projections, and obtaining financing. Resources for assistance include the Small Business Administration, accountants, lawyers, and business networking groups.
Resume of Jim Neal
Jim Neal is an experienced executive director and CEO with a proven track record of driving teams and organizations to achieve results. He has over 15 years of experience leading and advising various companies and political campaigns. His core competencies include team leadership, strategic planning, fundraising, and advising institutional investors.
Detailed Tactics for A Successful Client Engagement
Rhino Search Group is a financial services recruiting firm known for its valuable client relationships with the most trusted financial brands. Contact our financial advisor recruiters if you are looking to make a move, or buy/sell a book of business. Visit the site: http://www.rhinosearchgroup.com/
Rhino Search Group
8970 E Raintree Drive
Suite #300
Scottsdale AZ 85260
480-361-9415
pk@rhinosearchgroup.com
Small business funding vs. small business grants how to choose
Here is a complete guide to help you decide small business grants vs small business funding and how to choose them for your business. For more information. visit at https://www.onlinecheck.com/blog/business-loans/small-business-loans-vs-business-grants/
5th Gear Consulting Celebrates 2 Years and $30 million
5th Gear Consulting celebrates their second anniversary with over $30 million in SBA funds injected into the Texas economy, resulting in over 150 new jobs and significant growth for the region.
Adventure Tourism EE Presentation, April 9, 2010
Adventure Tourism Entrepreneur Workshop Afternoon Express Presentation, April 9, 2010, Norton, Virginia.
Introduction to Community Capital and Local Investing
Community Capital introduction for Northeast Oregon audiences - Describes some forms of community capital, ways to make local investments and opportunities to participate and get involved.
Kristen McCormack BU MNN/AGM Conference.2009
This document provides an overview of information presented by Kristen J. McCormack at a seminar on developing social enterprise and earned income ventures. It defines social enterprises and lists the most common types of ventures. It discusses why organizations pursue social enterprises and provides statistics on successful ventures. The presentation provides a self-assessment for organizations to determine if they are ready for a venture and outlines key lessons learned from case studies on leadership, planning, financing and other areas. Resources for business planning are also listed.
Investor Relations
Starbucks provides extensive investor relations programs and financial information to establish trust and transparency with investors. It aims to demonstrate its financial stability, ethical business practices, and responsiveness to stakeholders. Key aspects of its investor relations include readily available annual and quarterly reports, investor conferences and presentations, and an investor FAQ section. The company emphasizes themes of reliability, responsiveness and transparency to reassure investors.
Corporate Profile - English
Banks International is a consulting and training firm that has provided services internationally for over 32 years related to organizational culture change, leadership development, creativity and innovation, and strategic planning. They help clients improve organizational efficiency, flexibility, problem solving and performance. Their services are based on evidence that evolving an organization's culture leads to durable improvements in key areas. They offer consultation, training, executive coaching and support services to help clients address various business issues and maximize their potential. Customer testimonials praise Banks International's ability to assess issues and drive meaningful results through their work improving organizational culture.
Nine Ways to Win Investors and Influence Prospects
R&M Resource Development and Atlas Advertising presented 9 ways to influence investors and prospects. These include knowing your goals and audiences, being strategic, differentiating yourself, managing expectations, perfecting timing, leveraging affiliations, and injecting inspiration. Data and marketing services were outlined to help economic development organizations implement these strategies through branding, fundraising campaigns, and prospect development. The presentation concluded with calls to action to discuss implementation.
Storytelling for Grant Writing
Grant makers aren’t interested in boring techniques and stale information. If your grant applications could use a makeover, then you should join us for this webinar.
What You'll Learn:
• Specific strategies to add creativity and passion to your proposals
• What not to do to keep your application from resulting in rejection
• Specific examples of good nonprofit storytelling that can be easily adapted
• How to transport your reader’s mind so they can see your need
About the Presenter:
Betsy Baker is President of YourGrantAuthority.com. She has a Master’s in Public Administration from Auburn University and is an author, trainer/coach, public speaker and grant writing consultant raising $10 million in grant funding. She is dedicated to demystifying the grant writing process and encouraging fund raisers to write winning grant applications. She also coaches fellow grant writers in becoming grant writing consultants.
Grantee Workshop - Fundraising Presentation
The document provides an overview of developing a fundraising plan, including assessing existing resources, determining financial targets, identifying prospective donors, and developing solicitation tools. It emphasizes the importance of thorough research and having clear financial goals in order to create an effective fundraising plan.
Workforce diversity in royal bank of canada
This paper is my H.R. written and personal assignment, I concentrate on Canada as a multiracial country and their view to workforce diversity and i explain how companies can use diversity to improve their efficiency.
2solicitor
The document discusses a meeting between representatives of a law firm and the 1Solicitor network. 1Solicitor is a network of independent law firms that work together for mutual benefit. The meeting aims to help the law firm understand the 1Solicitor network and benefits of joining, and determine if 1Solicitor is a good fit. Background on the law firm and the changing legal market is provided. 1Solicitor offers member firms marketing support, panel opportunities, and other services to help firms grow while maintaining independence. Fees for various membership and marketing support options are outlined.
Fundraising (Introduction)
introduction to the basics of Fundraising
What are the types of funds? What are the sources of fund? Who needs fund?
How to write a proposal?
And everything you need to know about funds & fundraising.
Exploring businessownership
The presentation provides an overview of resources available from the U.S. Small Business Administration (SBA) to support small business ownership. It discusses exploring if business ownership is right, writing a business plan, getting advice to complete the plan and make the business legal, funding options, marketing, and examples of Vermont businesses that received SBA assistance. Attendees are encouraged to use SBA resources such as the Small Business Development Center for counseling and training on their business plans and launching their business.
Libraries as a Partner in the Entrepreneurial Ecosystem
Learn how libraries are positioned to be the best partner for individuals and community-based organizations to grow the local entrepreneurial ecosystem.
WandaCooperwestlake15 houston
Wanda CooperKing is a business development professional with over 20 years of experience in sales, marketing, and management across various industries including staffing, funeral services, healthcare, and telecommunications. She is licensed in funeral directing, life insurance, and as a florist. Her skills include executive management, strategic account development, customer service, and contract negotiation. She holds leadership roles in several community organizations and seeks to capitalize on her experience growing revenue and profitability through excellent customer service.
Insights of fundraising
A Blueprint for Fundraising – the small charities’ guide to fundraising and fundraising regulation. Its 250 pages are designed to provide Charity Trustees, Charity Directors and Fundraisers with the practical know-how they need to implement and manage the kind of modern, full spectrum, organised fundraising programmes operated by the big charities. Please check these slides to get insights of all 14 chapters.
What's hot (20)
Detailed Tactics for A Successful Client Engagement
Detailed Tactics for A Successful Client Engagement
Small business funding vs. small business grants how to choose
Small business funding vs. small business grants how to choose
5th Gear Consulting Celebrates 2 Years and $30 million
5th Gear Consulting Celebrates 2 Years and $30 million
Introduction to Community Capital and Local Investing
Introduction to Community Capital and Local Investing
Nine Ways to Win Investors and Influence Prospects
Nine Ways to Win Investors and Influence Prospects
Libraries as a Partner in the Entrepreneurial Ecosystem
Libraries as a Partner in the Entrepreneurial Ecosystem
Similar to Financial Services Marketing Strategy
Ohio Northern - Student-Run Firms
Ohio Northern University presented "FIRMing Up: Working Your Way to Student-Run Firm Excellence" for their Chapter Development Session at the PRSSA 2012 National Conference in San Francisco. This is an online version of the presentation.
Flying With The Angels
Jerry Masin presentation on angel investing on behalf of the Greater Princeton Area Chapter of SCORE.
Your Success...powered by SCORE
Wytheville Entrepreneur Express #3 Presentation, april 29, 2010
This document provides information about resources available for small business owners and entrepreneurs in Virginia. It discusses the importance of small businesses to Virginia's economy, noting that small businesses constitute 99% of all Virginia businesses and are responsible for over half of the state's GDP. It then outlines the services provided by the Small Business Development Center (SBDC) and SCORE to help small businesses with counseling, business planning, financing assistance, and workshops. The document encourages business owners to take advantage of these free resources to start and grow successful enterprises.
Becoming a CPA and SCACPA Student Membership Orientation
The document provides information about becoming a Certified Public Accountant (CPA) including:
1) It dispels myths about accountants and outlines the real skills needed such as problem solving, critical thinking, and communication.
2) Earning a CPA credential gives you expert status, respect, and a recession-proof career with opportunities in public accounting firms, corporations, government, and more.
3) There are many career paths for CPAs including auditing, tax preparation, consulting, and more with salaries ranging from $35k starting to over $150k for top positions.
Atlas Iowa Smart Conference Comprehensive Marketing
Atlas CEO Ben Wright, Account Manager Keeley Sullivan, and client David Toyer of Webster City, Iowa present comprehensive economic development marketing May 5, 2011 in Des Moines Iowa at the PDI/Smart Conference.
Four Things Economic Development Prospects Want
Atlas and leading economic development professionals are always trying to find ways to be more targeted, more precise, and more relevant to the needs of recruitment and retention prospects. As a way to help economic developers refine their marketing and business development offerings to prospects, Atlas presents “Four Things Economic Development Prospects Want"
Legal Networking for Business Development
This presentation focuses on networking tips and strategies attorneys can use to build their business and enhance client relationships.
Key Topics include:
-How to identify and build your network
-Building your personal brand to improve relationships
-Online and offline tools for effective client development
-Effective strategies for maintaining relationships
Leverage your Business with Market Research
Presentation at The Decatur-Morgan County Entrepreneurial Center to teach small business owners and entrepreneurs how to use market research to define a brand, prioritize marketing efforts, and grow business.
Scott Entrepreneur Express, October 14, 2010 Presentation
FREE workshop geared towards small business owners as well as those who are thinking about becoming entrepreneurs. Accessing resources is crucial for a small business to start or grow. But in these challenging economic times finding financing, new customers/markets and accessing help within state and federal government can be difficult.
The Virginia Department of Business Assistance has partnered with Scott County Economic Development, Scott County Chamber of Commerce, and Wachovia Bank to offer a workshop designed to provide insight into areas of business ownership that often go overlooked and help connect you to FREE resources available to small business.
If you have questions or require additional information, contact the Scott County Chamber of Commerce at 54276-386-2525.
Scott County is partnered with Sandy Ratliff with the Virginia Department of Business Assistance to conduct this workshop.
Handbook+For+Small+Business
The document is a handbook for small businesses that provides guidance on various topics for starting and managing a small business. It discusses naming a business, legal business structures, licenses and permits, management practices, financing, business plans, record keeping, pricing, advertising, marketing, business locations, insurance, employees, computers, franchises, manufacturing cost accounting, and inventory. The handbook aims to help new and existing small businesses succeed by being well prepared and properly addressing important business considerations.
Marketing Your Community for Economic Development
This document discusses marketing a community to drive economic development. It covers defining a community's brand and target audiences, tools to reach all audiences like websites and social media, and tailoring marketing for specific audiences. The key points are defining the community brand, identifying target audiences like site selectors and industries, using the website and social media as primary marketing tools, and customizing outreach for each audience.
SBA_Getting Started 2015
The document is from the website of the U.S. Small Business Administration (SBA) and provides information about their programs and services to help small businesses start and grow. The SBA was created by Congress in 1953 and provides counseling, assistance, disaster relief, and helps protect small businesses. It also offers loans, training, and partnerships with other organizations to help entrepreneurs at all stages of business.
How to develop an effective Business Development Strategy
In this presentation, the visitor is introduced to the essentiality of developing a balanced Business Development Strategy for any business. Strong focus is given to the importance of having an effective Inbound Marketing Strategy, some Outbound Marketing Strategies, all with the aim to generate better leads and to drive more business through the front door of one's business. Attention is also given on how to convert leads into actual long-term business relationships.
Atlas Comprehensive ED Marketing
This document outlines an agenda for a webinar on comprehensive economic development marketing and attraction. The webinar covers topics such as how research can inform marketing decisions, what site selectors say they need from economic developers, and how marketing should differ based on the size and type of organization. Case studies of marketing campaigns for the state of Ohio, Tucson Regional Economic Opportunities, and the city of Webster City, Iowa are also presented. The webinar concludes with recommendations for what communities should focus on in their marketing in 2011.
Landing a Great Economic Development Website
This presentation to Economic Developers who attended TVA's 2014 Economic Developer's Forum, provides detailed instructions on how to build a great website for economic development. This was presented by Ellen Didier, president of Red Sage Communications, Inc.
How to create an effective marketing plan
The document provides guidance on creating an effective marketing plan, including defining the target market, conducting market research and analysis, determining marketing activities and budget, analyzing competitors, creating sales forecasts, and establishing sales strategies and processes. It includes examples of each section of a marketing plan to illustrate the concepts. The overall message is that taking the time to research, plan, and document a marketing strategy is critical for building a successful business.
Bristol Entrepreneur Express Workshop Presentation, February 23, 2010
The Virginia Department of Business Assistance partnered with the Bristol TN/VA Chamber of Commerce and King College hosted an Entrepreneur Express Workshop in celebration of National Entrepreneurship Week. Other participating organizations included SCORE, Virginia Highlands Small Business Incubator, Virginia Tourism Corporation, People Inc. Financial Services, Virginia Highlands Small Business Incubator, and Virginia Economic Bridge.
Find out about more upcoming workshops to be held around Virginia at www.vastartup.org.
Starting in business
10 Feb 10 - Cheltenham Business Advice Open Day - From small acorns...
A seminar giving you essential tips for starting up in business and giving you a head start.
Speaker: Roger Wilkins
Personal Care Home
Atlantic Healthcare Consulting provides services to help individuals start personal care home businesses. They offer packages that include developing a business plan, funding assistance, marketing support, and guidance on regulatory requirements. Their primary target market is baby boomers who will require more home care services as they age. The personal care home business is promising due to projected growth in the elderly population and increased demand for home care alternatives. Atlantic Healthcare Consulting aims to make it easy for individuals to launch and run successful personal care home businesses with their assistance and support.
How to create an effective marketing plan
The document provides information about creating an effective marketing plan, including performing a marketing analysis, determining a target market, selecting appropriate marketing activities and creating a budget. It discusses analyzing the total market and target segments, identifying competitors, and outlining sales strategies and forecasts. Sample marketing analyses and budgets are included to illustrate the concepts. The key steps are determining the target niche, assessing resources, selecting top 3-4 marketing strategies to fit the budget and time frame, and projecting expected results from each activity.
Similar to Financial Services Marketing Strategy (20)
Wytheville Entrepreneur Express #3 Presentation, april 29, 2010
Wytheville Entrepreneur Express #3 Presentation, april 29, 2010
Becoming a CPA and SCACPA Student Membership Orientation
Becoming a CPA and SCACPA Student Membership Orientation
Atlas Iowa Smart Conference Comprehensive Marketing
Atlas Iowa Smart Conference Comprehensive Marketing
Scott Entrepreneur Express, October 14, 2010 Presentation
Scott Entrepreneur Express, October 14, 2010 Presentation
How to develop an effective Business Development Strategy
How to develop an effective Business Development Strategy
Bristol Entrepreneur Express Workshop Presentation, February 23, 2010
Bristol Entrepreneur Express Workshop Presentation, February 23, 2010
Financial Services Marketing Strategy
- 1. Strategy to Market Financial Services in Springfield, MO and Kansas City, MO/KS Submitted by Andrew Pappas
- 3. My Clientele is out there. How am I differentiating myself from my competition?
- 5. Here’s my plan to FIND them…
- 7. Use the Latest Technologies Internet GPS & Mapping PC's & PDAs Cellular
- 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…