Are you ready to make this year your best year ever? Get started by joining us for an exclusive workshop webinar to create your marketing plan! We'll review six steps to get started with your marketing plan including:
Your Website
Search Engine Optimization (SEO)
Email Marketing
Event Marketing
Social Media
Creating a Marketing Calendar
You'll walk away with a concrete action plan to increase new leads and referrals this year and beyond!
Developing a marketing plan that delivers low budget and high impact marketingChris Houchens
Does your organization have a marketing plan? Or does your current marketing strategy need to be revisited? In this session, marketing speaker Chris Houchens will take you through the essential steps of creating an effective, long-term strategic marketing plan. You will learn what marketing elements get the best ROI and how to maximize the effectiveness and efficiency of any size marketing budget.
How to Write a Marketing Plan: A Comprehensive Guide with TemplatesVital Design
Since we are a digital marketing agency, this marketing plan discussion will focus heavily on
digital marketing (what we call “inbound marketing”) — but the strategies and concepts discussed
can be expanded to encompass your entire marketing department.
This presentation will assist marina managers and owners create an effective strategic marketing plan.
However, it can be used as a model for creating a marketing plan for any product or service.
Presentation for NRPA Revenue Development and Management School (Year 2). Participants walk away with a one-page marketing plan for one of their programs, facilities, or services in this interactive session.
Inspired by the Agile Software Manifesto as well as the Lean Startup Movement and Business Model Canvas, the Visual Marketing Plan is a new agile approach to marketing planning that's collaborative, adaptive, user-friendly and fun.
Developing a marketing plan that delivers low budget and high impact marketingChris Houchens
Does your organization have a marketing plan? Or does your current marketing strategy need to be revisited? In this session, marketing speaker Chris Houchens will take you through the essential steps of creating an effective, long-term strategic marketing plan. You will learn what marketing elements get the best ROI and how to maximize the effectiveness and efficiency of any size marketing budget.
How to Write a Marketing Plan: A Comprehensive Guide with TemplatesVital Design
Since we are a digital marketing agency, this marketing plan discussion will focus heavily on
digital marketing (what we call “inbound marketing”) — but the strategies and concepts discussed
can be expanded to encompass your entire marketing department.
This presentation will assist marina managers and owners create an effective strategic marketing plan.
However, it can be used as a model for creating a marketing plan for any product or service.
Presentation for NRPA Revenue Development and Management School (Year 2). Participants walk away with a one-page marketing plan for one of their programs, facilities, or services in this interactive session.
Inspired by the Agile Software Manifesto as well as the Lean Startup Movement and Business Model Canvas, the Visual Marketing Plan is a new agile approach to marketing planning that's collaborative, adaptive, user-friendly and fun.
This presentation will help you understand how to:
Develop short- mid- and long-term business, sales and marketing goals and related objectives
Prepare your corporate Mission and Vision statement
Understand brand positioning and its importance
Recognize ideal target clients
Determine competitive factors that affect your market position
Define the elements that will shape your marketing budget
How to Create a Marketing Plan for Online Employee TrainingBizLibrary
I bet you didn’t think you’d need marketing skills when you joined the learning and development industry. No worries, we’re here to help. Ultimately, both marketers and learning professionals want their audiences to take some specific action. Whether you're trying to sell a product or convince an employee to use a new skill, you're trying to persuade someone to do something.
In this webinar we’ll provide:
• An overview of the implementation process of a new online learning platform
• How to develop a marketing strategy
• How to develop target audiences
• How to create a marketing plan
• Marketing methods and techniques that keep your employees engaged
www.bizlibrary.com
A marketing plan is a comprehensive document or blueprint that outlines a business advertising and marketing efforts for the coming year.
Visit now: https://goo.gl/y2apLQ
The Benefits of having a Marketing PlandiannaGreford
The benefits of having a marketing plan is essential for a small business owner and there are many benefits that you will enjoy when you develop and commit to an integrated approach to your business marketing that is only possible when you consistently implement the actions in your marketing plan.
Free Marketing Plan template!
Create your marketing plan with our free marketing template- including linked contents page. Suitable for any Marketing Department. For more information, please see www.awoltv.com
Strategic Marketing Planning Template with narration on its use.Andrew Mashman
This is a voice over PPT hightlightling how to use this Strategic Marketing Planning template by www.liberatedvision.com.au It was done by Andrew Mashman (@amashman) in Jan 2013 for use by Masters/MBA students at Charles Sturt University (CSU)
Margaret Dawson defines integrated marketing and the required components of an integrated marketing plan. You can use this template to set up your marketing program for success. From performing a market analysis and SWOT to establishing the right strategies and objectives to establishing the right metrics - and then putting an action plan together based on all of that.
Sales & Marketing Development Plan - a template for the CROFan Foundry
This playbook helps you build, measure, learn and adjust your sales and marketing leadership plan. It addresses many topics under Sales and Distribution, Customer Development, Strategic Marketing Frameworks and Integrated marketing Plans, including sample metrics for measuring progress.
The Ultimate Guide To Creating A Brand Marketing PlanMash Bonigala
Watch the video version of this presentation at https://www.youtube.com/watch?v=giwggfKZnDs
Now more than ever, brands need a robust and complete marketing plan – even before they have named their company. I am not kidding. Your marketing plan – which includes crucial sections such as brand strategy, positioning, brand naming, brand identity development, product development and pricing, outlining your distribution, sales, and retention plans, marketing channels, and campaigns etc should be the first thing to start working on when you have decided to launch a new brand.
Read the full article at https://www.spellbrand.com/the-ultimate-guide-to-creating-a-brand-marketing-plan
Indigo Marketing Agency: What We Do and How We Can HelpClaire Akin, MBA
MARKETING FOR FINANCIAL ADVISORS
• Change the way you think about marketing forever
• Uncover the truth about marketing for Financial Advisors
• Putting you in control of your future
Drumroll, please…. I’m excited to introduce you to our biggest, most requested webinar of the year: How to Create Your 2022 Marketing Plan (& Grow Your AUM by 25%)!
After working with thousands of independent financial advisors, we’ve really cracked the code on what works to help advisors get new clients. And that’s exactly what I go over in this time-sensitive, information-packed webinar.
This presentation will help you understand how to:
Develop short- mid- and long-term business, sales and marketing goals and related objectives
Prepare your corporate Mission and Vision statement
Understand brand positioning and its importance
Recognize ideal target clients
Determine competitive factors that affect your market position
Define the elements that will shape your marketing budget
How to Create a Marketing Plan for Online Employee TrainingBizLibrary
I bet you didn’t think you’d need marketing skills when you joined the learning and development industry. No worries, we’re here to help. Ultimately, both marketers and learning professionals want their audiences to take some specific action. Whether you're trying to sell a product or convince an employee to use a new skill, you're trying to persuade someone to do something.
In this webinar we’ll provide:
• An overview of the implementation process of a new online learning platform
• How to develop a marketing strategy
• How to develop target audiences
• How to create a marketing plan
• Marketing methods and techniques that keep your employees engaged
www.bizlibrary.com
A marketing plan is a comprehensive document or blueprint that outlines a business advertising and marketing efforts for the coming year.
Visit now: https://goo.gl/y2apLQ
The Benefits of having a Marketing PlandiannaGreford
The benefits of having a marketing plan is essential for a small business owner and there are many benefits that you will enjoy when you develop and commit to an integrated approach to your business marketing that is only possible when you consistently implement the actions in your marketing plan.
Free Marketing Plan template!
Create your marketing plan with our free marketing template- including linked contents page. Suitable for any Marketing Department. For more information, please see www.awoltv.com
Strategic Marketing Planning Template with narration on its use.Andrew Mashman
This is a voice over PPT hightlightling how to use this Strategic Marketing Planning template by www.liberatedvision.com.au It was done by Andrew Mashman (@amashman) in Jan 2013 for use by Masters/MBA students at Charles Sturt University (CSU)
Margaret Dawson defines integrated marketing and the required components of an integrated marketing plan. You can use this template to set up your marketing program for success. From performing a market analysis and SWOT to establishing the right strategies and objectives to establishing the right metrics - and then putting an action plan together based on all of that.
Sales & Marketing Development Plan - a template for the CROFan Foundry
This playbook helps you build, measure, learn and adjust your sales and marketing leadership plan. It addresses many topics under Sales and Distribution, Customer Development, Strategic Marketing Frameworks and Integrated marketing Plans, including sample metrics for measuring progress.
The Ultimate Guide To Creating A Brand Marketing PlanMash Bonigala
Watch the video version of this presentation at https://www.youtube.com/watch?v=giwggfKZnDs
Now more than ever, brands need a robust and complete marketing plan – even before they have named their company. I am not kidding. Your marketing plan – which includes crucial sections such as brand strategy, positioning, brand naming, brand identity development, product development and pricing, outlining your distribution, sales, and retention plans, marketing channels, and campaigns etc should be the first thing to start working on when you have decided to launch a new brand.
Read the full article at https://www.spellbrand.com/the-ultimate-guide-to-creating-a-brand-marketing-plan
Indigo Marketing Agency: What We Do and How We Can HelpClaire Akin, MBA
MARKETING FOR FINANCIAL ADVISORS
• Change the way you think about marketing forever
• Uncover the truth about marketing for Financial Advisors
• Putting you in control of your future
Drumroll, please…. I’m excited to introduce you to our biggest, most requested webinar of the year: How to Create Your 2022 Marketing Plan (& Grow Your AUM by 25%)!
After working with thousands of independent financial advisors, we’ve really cracked the code on what works to help advisors get new clients. And that’s exactly what I go over in this time-sensitive, information-packed webinar.
How to Create Profit Attraction In Your Business copySherri Somers
Discover How to Create Profit Attraction In Your Signature Coaching, Public Speaking and Consulting Business.
Profit Attraction can happen in an instant and it is up to you to be prepared with the right tools and system in place. Access Now bit.ly/2S8uK18 Your free guide to software and tools to automate your business to stay organize and create your ideal freedom lifestyle. Just my way of saying thank you for reviewing my powerpoint.
10 Steps to Marketing Your New Advisory Firm or RIAClaire Akin, MBA
Going fully independent with an RIA model is a huge step for financial advisors. One of the biggest tasks is branding, launching, and marketing the new firm.
Please join me and expert guest, Brad Wales of Transition To RIA, to cover everything you need to know to market your new firm.
Brad will explain the key issues that advisors should consider and steps to be more successful. Sign up today to learn how to market your new firm!
The first of three capability building seminars for the Northern Ireland Food & Drink sector. This session looks at strategic planning, when, how and why you need to do it (whatever your business).
How Tailor Your Marketing Campaign to DistributorsASI
ASI's own Erica Matus stops by to teach us how she markets to distributors.
We learned creating great ads, focusing on a single audience, and the importance of sending qualified leads to a targeted page.
TOP 5 MISTAKES THAT ALL WEBSITE OWNERS MAKESemrush
Doyle Buehler
Supermodel' for Digital Brand Leadership
For some people, being online is a breeze. Nothing really to worry about; just open up your ecommerce shopping cart and within a few days, your paypal account will be full, so you can get that yellow Lamborghini that you have been admiring the last few days while planning your internet riches. And, if you are one of these 'people', then fantastic news! For the rest of us, however, we all know that it isn't as easy as we originally thought or were told.
It's a brutal landscape: your audience doesn't really know you exist at times, and your customers don't really care about you and your business. If you are not delivering your value with relevance and authority, then you might as well not exist online. How do you build that relevance to your audience? Well, it starts with one of the many aspects of a proper digital platform - your website.
In this webinar session, we will go through the Top 5 Mistakes that All Website Owners Make with their online business. Contrary to the TV adverts, it's not as easy as DIY website and the traffic will come. We'll explore some of the key elements that you need on the site, as well as how to really extract that value to impress your audience and make them into repeat customers. Whether your online business is about selling products, or about your defining service, we'll investigate what you can do differently to pull all these pieces together, to become the remarkable digital leader in your industry.
Speaker: Doyle Buehler
Doyle Buehler is an author, entrepreneur, speaker and online business strategist. From several successful start-ups and retail franchise businesses in Canada, the United States, Europe and Australia, to helping other companies succeed with their ideas and strategies, he has spent over 14 years in the business world making things happen – both online and off. He is a Leading innovator in the online, ecommerce worlds, and at the intersections of entrepreneurship and digital innovation. His experience has been utilised in various global industries, including travel, insurance, pharmaceuticals, banking, investment, hospitality, finance, events and learning domains.
His newest book, "The Digital Delusion: How To Overcome The Misguidance and Misinformation Online", discusses the reality of the online industry, and what business leaders can do to get beyond the clutter, confusion and distraction of the online world, to become a true digital leader.
He now runs the world's first "anti-agency", The Digital Delusion, helping entrepreneurs and business leaders become less reliant on "guru's", and "experts", and getting rid of the bullsh*t online, by empowering and enabling them to become accountable (& awesome) online.
Robert Sherry : Digital Media Sales Fundamentals 2-27-18Robert Sherry
A Media Sales tutorial focused on influencer marketing, digital, and social media sales fundamental, yet relevant for all media salespeople and marketers.
Similar to How to Create a Marketing Plan for Financial Advisors and Grow Your Business by 25% This Year (20)
Tales from the Trenches: What Worked for Advisors in 2020? Claire Akin, MBA
The pandemic has completely changed the way financial advisors do business. You’ve had to embrace Zoom meetings and remote work, adopt new technologies you’d never used before, and completely overhaul the way you do marketing.
How to create the perfect sales process and automate itClaire Akin, MBA
Do you have a formal process in place for following up with new leads? It takes a lot of energy to figure out how to approach someone new. What do you say to them? How many times do you follow up? How do you follow up? Phone? Email?
It can be exhausting—and it’s definitely not a process you want to create from scratch each time you get a new lead. You want to have it on autopilot so it’s done for you every single time.
That’s why I’m so excited to bring on a special expert guest, Shauna Mace. Shauna is a Growth Consultant, Certified High-Performance Coach (CHPC), and founder of Inspire Growth—a company that helps advisors gain the skills, confidence, and processes needed to convert leads into prospects, prospects into clients, and clients into lifelong advocates.
Best Practices for Using Testimonials in Your MarketingClaire Akin, MBA
If you’re like most advisors, you probably have a few concerns about the new testimonial rule. Your gut may be telling you to play it safe and wait to see how it goes for other advisors first.
But here’s the truth: there’s a HUGE advantage to getting out there before the crowd and having testimonials and reviews on your site before anyone else. The fear of being non-compliant shouldn’t hold you back from seizing this opportunity.
In this exclusive webinar, I team up with expert guest Leila Shaver of My RIA Lawyer to teach you best practices on how to use the new testimonial rule to market your RIA.
How To Embrace A Specialty As A Financial Advisor (Webinar)Claire Akin, MBA
I talk to so many advisors who are hesitant to embrace a specialty because they don’t want to alienate potential prospects.
But here’s the truth — unless you specialize, you’ll never stand out online. Your website and messaging will get lost in a sea of online noise. You’ll waste a ton of time and money on your marketing with very little results.
To help you learn the right way to embrace a specialty, I’ve brought on special guest Hutson Myles — a Financial Advisor Consultant for BMO Global Asset Management who specializes in helping advisors grow their businesses.
What every advisor needs to know about the new testimonial rule newClaire Akin, MBA
The new testimonial rule has officially gone into effect as of May 4, 2021 — yay! This completely revolutionizes the way financial advisors can market their services.
But as an advisor, how do you effectively use the new testimonial rule in your marketing without running into compliance issues?
To help answer this question, I’ve brought on expert guest, Chris Winn of AdvisorAssist — a national leader in RIA registration, transition, and compliance support services. Chris is a compliance-extraordinaire who has helped over 1,750 entrepreneurial advisors set up their own RIAs and design their own compliance policies and procedures.
Your value proposition is THE keystone of your marketing strategy. It tells prospects how you’re different, why they should choose you over other advisors, and how their lives will be transformed by working with you.
It’s your secret sauce — the key to piquing the interest of your ideal A+ clients!
Yet, many advisors don’t take the time to craft a unique value proposition that truly resonates with their audience. They get hung up on generic buzzwords or boring slogans instead of really diving into what makes them different.
To help you craft a unique value proposition that will land with your ideal prospects, I’ve brought in Apollo Lupescu, Vice President at Dimensional Fund Advisors — an international financial firm with over $600 billion in assets.
Apollo is one of the top minds in the financial services industry — and the ultimate source on how to craft a provocative value proposition that engages prospects and positions you as the go-to expert for achieving their goals.
In this exclusive webinar, Apollo and I dive deep into value propositions as we walk you through:
How to create a provocative value proposition
Why you need a clear differentiator
Examples of weak vs. strong value propositions
Biggest mistakes advisors make when articulating their value
What advisors think their clients care about vs. what clients actually care about
How to explain what you really get paid to do
Stick around to the end for the Advisor Value Proposition Challenge and to find out how you can get one-on-one feedback from Claire on your own value proposition!
How to Create Your 2021 Marketing Plan & Grow Your Advisory Business by 25% T...Claire Akin, MBA
Join us for the most-requested webinar of the year! Learn how your marketing compares to top advisors and how to create a marketing plan for 2021 to grow your AUM by 25%.
In this exclusive webinar, I’ll explain everything you need to know about marketing for financial advisors in a COVID virtual world including:
1. How do advisors really get new clients today?
2. How does your marketing compare to top advisors?
3. Finding and embracing your specialization
4. Real-life examples of successful advisors
5. Six steps to 25% growth next year
6. Your sample 2021 marketing calendar
7. Free checklist and resources
8. Special offer for you to save 40% on your first year of marketing!
How to Create Your 2021 Marketing Plan & Grow Your Advisory Business by 25% This Year
EVENT SCHEDULE
Select event date
REGISTER NOW
Enter your name
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We’ll use tons of real-life examples to give you ideas to create your own marketing plan. You’ll leave the presentation with a checklist and sample marketing calendar to get started on your 2021 marketing plan. We’ll also include a special offer to save 40% of your first year of marketing, our lowest prices ever!
Sign up now and take your business to the next level in 2021.
How to Market During a Crisis for Financial AdvisorsClaire Akin, MBA
A full pdf of our newest webinar, "How to Market During a Crisis for Financial Advisors." This guide helps financial advisors navigate marketing to their clients and prospects during unique and challenging times.
Learn more at indigomarketingagency.com
The Ultimate Fiddle Leaf Fig Propagation WebinarClaire Akin, MBA
Have you ever wanted to propagate your fiddle leaf fig to create baby plants? Please join us for this exclusive webinar on how take cuttings to propagate your plant. Our special guest, Samantha Nickel, is a reiki master and will share her tips and tricks for propagation and using reiki on your plants including:
• The ancient art of reiki and energy healing
• How to use reiki to heal sick plants
• How to propagate your fiddle leaf fig
• Our 6 step propagation method
• Tips and tricks to increase your chances of success
• Exclusive before and after photos!
Join our webinar and stick around until the end of the webinar to get 10% off our fiddle leaf fig products!
Register Here:
https://claireakinakin.easywebinar.live/registration-39
Join us for an exclusive webinar with special guest expert Tristan Schmitt from Houseplantshop.com to learn everything about growing monstera plants! In this 30 minute presentation, we'll review care tips, tricks, and answer your questions. We'll discuss:
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● Varieties of Monstera Plants
● Monstera Care 101
● The 10 Commandments of Monstera Care
● Common Problems and How To Treat Them
● Preventing Root Rot
● Treating Insect Infestations
● The #1 Secret for Helping Your Monstera Thrive
Stick around until the end of the presentation to save 10% on a new monstera plant and all of our products!
Register for the Webinar here: https://claireakinakin.easywebinar.live/registration-36
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Register for the webinar here: http://indigomarketingagency.com/newwebsitewebinar
New Website Options for Financial Advisors
What's Changed and What are the Best Options Today?
Are you tired of your website? Are you frustrated that it isn't secure or mobile responsive? Do you want a more modern website with greater functionality for a lower cost?
In this exclusive webinar, we'll review what's changed in recent years and the best new website options for financial advisors including:
1. How much should you be paying for your website?
2. What is a SSL Certificate?
3. Why are SSL Certificates important?
4. What are the best new website options?
5. The benefits of an independent website
6. Exclusive new website tour
7. How to tell if you need a new site
8. How to choose the best website for your firm
9. Save over $2,600 per year on a better website!
Sign up for the webinar now to learn more and watch the presentation! http://indigomarketingagency.com/newwebsitewebinar
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Join us for an exclusive webinar to learn everything about taking care of your fiddle leaf fig plant! In this 30 minute presentation, we’ll review care tips, tricks, and answer your questions. We’ll discuss:
The Benefits of Your Plant
Fiddle Leaf Fig Care 101
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The Best Fertilizer for a Fiddle Leaf Fig
Before & After Photo Contest!
Exciting Plant Giveaway Worth $600!
How to Learn More
Stick around until the end of the presentation for a free gift and a chance to enter our “before and after” fiddle leaf fig photo contest!
Register now here:
https://fiddleleaffigplant.com/register-now-for-fiddle-leaf-fig-plant-care-101/
Update
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With Expert Guest Gerry Black
Website Copywriting for Financial Advisors
What does the text on your homepage say? If you're like most advisors, you probably don't remember!
But the copy on your website is critical for capturing the fleeting attention of prospects.
In this exclusive webinar with special expert guest Gerry Black, we'll review what to say on your homepage to get the attention of prospects including:
1. The most important words on your site
2. The top website copy mistakes advisors make
3. The three words to swap out and increase your conversion rate today
4. How to overcome your visitors' biggest fear
5. Answering your prospects' most important question
Sign up today for this limited edition guest expert webinar! https://indigomarketingagency.com/website-copywriting-for-financial-advisors
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How to Create a Marketing Plan for Financial Advisors and Grow Your Business by 25% This Year
1. HOW TO CREATE
YOUR 2018
MARKETING PLAN
& Grow Your Business by 25%
This Year!
2. MY STORY
• Former Investment Advisor Representative
• BAin Economics, UCDavis
• MBA in Marketing, UCSan Diego
• Marketing Manager,FMG Suite
• Founder, Indigo Marketing Agency
• Author, TheLinkedIn Guide forFinancial Advisors
• Instructor, TheLinkedIn CourseforFinancial Advisors
• IndigoMarketingResource Center forFinancial Advisors
3. • Increasingcompetition
• Downward pressure on fees
• Robo advisors
• Millennials
• What worked inthe past doesn’t work anymore
• Expensive marketing schemes waste money
• Confusion, frustration & despair
YOUR STORY
7. • How do advisors reallyget newclients?
• The6 levers of marketingtoday
• Finding and embracingyour specialization
• How to grow yourbusiness by 25%next year
• Creatingyour 2018marketingcalendar
• Special gift for you!
WHAT I’LL COVER TODAY
8. • Compliance
• Lackof Time
• ComplexIndustry
• UniqueSpecialty
• Different Skill Set
• Lackof Technical Knowledge
• Overwhelmed by Marketing
MARKETING CHALLENGES
FOR ADVISORS
9. • Changethe wayyou thinkabout marketingforever
• Uncoverthenew marketingequation
• Put youin control of your future
MY GOAL TODAY
11. 1. Referrals(Friends, Family, andCoworkers)
2. BecauseThey’reaSpecialist
3. Strangersfromthe Internet(BecauseThey’rea Specialist)
HOW DO ADVISORS REALLY GET
NEW CLIENTS?
12. 1. Center ofInfluenceReferrals(Specialist)
2. Client Events(Referrals)
3. Seminars(Specialist)
4. WebSearchesforXYZ Service (Specialist)
5. DirectMail (Specialist)
6. Networking(Referrals)
BUT WHAT ABOUT…?
15. “Would you give your life savings to someone without typing theirname
into Google first?”
MichaelKitces
YOUR WEBSITE SUPPORTS ALL
REFERRALS AND LEADS
18. Size of Network ReferralsPerYear
250
500
1,000
0.01%
0.01%
0.01%
2.5
5
10
THE SIZE OF YOUR NETWORK
Referral Rate
(Awareness of
What You Do &
How You Help)
19. Size of Network ReferralsPerYear
500
500
500
0.01%
0.03%
0.05%
5
15
25
REFERRAL RATE OF YOUR NETWORK
Referral Rate
(Awareness of
What You Do &
How You Help)
20. THE STRENGTH OF YOUR
NETWORK
Whatpercent ofyournetworkincludesyourideal clients?
22. • Valentine’s Day Lunch
• 15-20 Clients
• 5-8 Non-Client Guests
• 2-4 New Clients
EVENTS & WEBINARS
23. 100 Existing Clients
Increase Website Leads = 5 Clients
Increase Referral Rate (Clients) = 5 Clients
Increase Referral Rate (Network) = 5 Clients
Specialist Marketing Campaign = 5 Clients
Events or Webinars = 5 Clients
Total = 25 New Clients
HOW TO GROW YOUR BUSINESS
BY 25% THIS YEAR
27. • IHelp PhysiciansCatchUpforRetirementinaHurry
• WeHelpIntelEmployeesMaximizeTheirBenefitsPackage
• IHelp DivorceesCreateaPlanfortheirSettlement toLast aLifetime
What You Do + Who You Serve + How it Benefits Them
EMBRACING A SPECIALTY
36. INCREASING YOUR CONVERSION RATE
1. Capture Visitor’s Attention
2. Lower the Emotional Stakes
3. Offer anEasy Next Step
37. 1. YourDifferentiator
2. Seea Sample Financial Plan
3. Case Studies
4. Makeit Personal Blog or Video
5. A Call to Action ThatConverts
5 TRICKS TO A HIGH CONVERTING
WEBSITE
55. • BookYour15 MinuteQ&A PhoneCall
• TakeaRiskQuestionnaire
• Schedule aSocialSecurityReview Appointment
• Get a ComplimentaryFinancialPlan
• RequestaComplimentaryBusinessValuation
• Find OutHow Much You’rePayingin 401(k) Fees
5. A CTA THAT CONVERTS
56. 1. Lower the Emotional Stakes
2. Offer anEasy Next Step (24 hoursa day)
Include:
1. How YouStart Workingwith Clients
2. What Prospects CanExpect
3. What to Bring
4. Questions You’llReview
5. How to Get Started Now!
GET STARTED NOW MEETING PAGE
57. • Build YourLanding Page
• Explain theBenefits
• Add YourCalendar Scheduler
• Createa Direct Link:
www.indigomarketingagency.com/2018
5. A CTA THAT CONVERTS
74. • Position you as the subject matter expert
• Give away 90% of what you know
• Prompt specific questions
• Start the conversation
GOALS OF
CONTENT MARKETING
76. • Over 90% ofU.S.consumerscheck their email every day
• Up to70% ofadvisors’leadscome fromemail marketing
• Emailup toonceaweek tostaytopof mind
EMAIL MARKETING
93. CREATING YOUR MARKETING CALENDAR
• Onepieceof content eachmonth
• Share on your website,by email,and on social media
Typesofcontent:
• Personal
• ReferralTargeting
• Timely Topics
• SpecialistContent
• EventPromotion
• ClientEducation
94. YOUR 2018 MARKETING CALENDAR
January WhyI Becamea Financial Advisor
February What We Do &How WeCan Help
March Does Someone YouKnow Need OurHelp?
April YouCanNow Schedule an Appointment Online!
May CaseStudies of Clients We’veRecentlyHelped
June Please Join Usfor OurClient Appreciation Event (RSVP Now)
July See a Sample Financial Plan (And Sharewith YourFriends)
August Exclusive Specialist Report (Download Now)
SeptemberPlease JoinUs for Our Exclusive Webinar (RSVP Now)
October TakeOur 2018Client Survey
November Financial Actions to TakeBefore theEnd of the Year
December What WeAre Grateful For ThisYear(Happy Holidays)