How do you give your clients true value. This powerpoint is a webinar you can access at: https://www.supernovaconsulting.com/members/videos/what-makes-you-stand-out-from-the-crowd/
Merrill Lynch is a prominent financial management and advisory company serving governments, institutions, and investors worldwide. It operates based on five principles: client focus, respect for individuals, teamwork, responsible citizenship, and integrity. Previously, financial advisors at Merrill Lynch prioritized customer acquisition over managing existing client relationships. However, the new Supernova program aims to provide an ultimate client experience through advisors maintaining minimum annual contact levels, promptly responding to clients, and acquiring some new high-quality clients each year while focusing on a reduced maximum client base of 200 per advisor.
Marketing and Social Media Masterclass - Nick Applin & John SkinnerCANorfolk
This document provides information and templates for developing a brand identity manifesto, including key elements such as mission and vision statements, essence, personality, and positioning statement. It gives examples for each element using the brand Oxfam and provides descriptions and purposes for each part of an effective brand identity manifesto.
The presentation was part of the Funding Conference in London on Monday 23 February 2015.
The presentation was by Richard Sved, NCVO Associate and will help you identify how to plan a strategy and introduce you to new tools that you'll need to monitor your organisations progress.
Find out more about the Funding Conference from NCVO: https://www.ncvo.org.uk/training-and-events/funding-conference/workshops
Find out more about NCVO's practical support on funding: https://www.ncvo.org.uk/practical-support/funding
The document provides guidance on developing an effective fundraising strategy, outlining key components of crafting a compelling case for support including sharing your vision and solution, establishing urgency, and explaining your action plan. It also analyzes different fundraising options based on factors like time scale, risk, potential income, and cost to assess the best portfolio for an organization. Recommendations are made to tailor a fundraising plan based on an organization's specifics and external environment.
The document summarizes the findings of the 2010-2011 Business First Greater Richmond program. The program goals were to interview 500 existing firms, assist 100 businesses, and help create 1,500 new jobs and encourage $50 million in capital investment. The program focused on learning about sales trends, workforce needs, expansion plans, and business climate assessments from existing companies to help them grow and attract new businesses to the region. The program aimed to thank local businesses, understand their issues, and strengthen regional economic growth.
This document provides information about raising funds from angel investors. It discusses the Halo Business Angel Network (HBAN) which connects investors with early stage companies. HBAN has invested over €5.7 million in 20 startups through angel syndicates. The document outlines various funding options and notes that seeking angel investors requires equity investment and will involve missed forecasts or lost contracts. It provides tips for approaching angels, including having a one page teaser, 10 minute presentation, full business plan and use of proceeds plan. HBAN can help companies decide if they are ready for funding, provide templates, introduce them to regional angel groups, and help syndicate investment deals.
The presentation was part of the Funding Conference in London on Monday 23 February 2015.
The presentation was by David Warner, London Funders and looks at how to make sure your application stands out.
Find out more about the Funding Conference from NCVO: https://www.ncvo.org.uk/training-and-events/funding-conference/workshops
This document provides an overview of how to successfully fund a startup through alternative funding sources. It discusses developing a fundraising game plan and understanding important decision points around equity valuation, control, risk tolerance, and alignment. The presentation reviews assessing a company's fundraising profile in terms of stage, traction, team, and capital requirements. It then outlines common funding paths at different stages from ideation to growth. The document compares equity, debt, revenue-based financing, and venture capital. Lastly, it provides tips on preparing for fundraising including knowing your numbers, documenting your company, activating your network, and maintaining momentum.
Merrill Lynch is a prominent financial management and advisory company serving governments, institutions, and investors worldwide. It operates based on five principles: client focus, respect for individuals, teamwork, responsible citizenship, and integrity. Previously, financial advisors at Merrill Lynch prioritized customer acquisition over managing existing client relationships. However, the new Supernova program aims to provide an ultimate client experience through advisors maintaining minimum annual contact levels, promptly responding to clients, and acquiring some new high-quality clients each year while focusing on a reduced maximum client base of 200 per advisor.
Marketing and Social Media Masterclass - Nick Applin & John SkinnerCANorfolk
This document provides information and templates for developing a brand identity manifesto, including key elements such as mission and vision statements, essence, personality, and positioning statement. It gives examples for each element using the brand Oxfam and provides descriptions and purposes for each part of an effective brand identity manifesto.
The presentation was part of the Funding Conference in London on Monday 23 February 2015.
The presentation was by Richard Sved, NCVO Associate and will help you identify how to plan a strategy and introduce you to new tools that you'll need to monitor your organisations progress.
Find out more about the Funding Conference from NCVO: https://www.ncvo.org.uk/training-and-events/funding-conference/workshops
Find out more about NCVO's practical support on funding: https://www.ncvo.org.uk/practical-support/funding
The document provides guidance on developing an effective fundraising strategy, outlining key components of crafting a compelling case for support including sharing your vision and solution, establishing urgency, and explaining your action plan. It also analyzes different fundraising options based on factors like time scale, risk, potential income, and cost to assess the best portfolio for an organization. Recommendations are made to tailor a fundraising plan based on an organization's specifics and external environment.
The document summarizes the findings of the 2010-2011 Business First Greater Richmond program. The program goals were to interview 500 existing firms, assist 100 businesses, and help create 1,500 new jobs and encourage $50 million in capital investment. The program focused on learning about sales trends, workforce needs, expansion plans, and business climate assessments from existing companies to help them grow and attract new businesses to the region. The program aimed to thank local businesses, understand their issues, and strengthen regional economic growth.
This document provides information about raising funds from angel investors. It discusses the Halo Business Angel Network (HBAN) which connects investors with early stage companies. HBAN has invested over €5.7 million in 20 startups through angel syndicates. The document outlines various funding options and notes that seeking angel investors requires equity investment and will involve missed forecasts or lost contracts. It provides tips for approaching angels, including having a one page teaser, 10 minute presentation, full business plan and use of proceeds plan. HBAN can help companies decide if they are ready for funding, provide templates, introduce them to regional angel groups, and help syndicate investment deals.
The presentation was part of the Funding Conference in London on Monday 23 February 2015.
The presentation was by David Warner, London Funders and looks at how to make sure your application stands out.
Find out more about the Funding Conference from NCVO: https://www.ncvo.org.uk/training-and-events/funding-conference/workshops
This document provides an overview of how to successfully fund a startup through alternative funding sources. It discusses developing a fundraising game plan and understanding important decision points around equity valuation, control, risk tolerance, and alignment. The presentation reviews assessing a company's fundraising profile in terms of stage, traction, team, and capital requirements. It then outlines common funding paths at different stages from ideation to growth. The document compares equity, debt, revenue-based financing, and venture capital. Lastly, it provides tips on preparing for fundraising including knowing your numbers, documenting your company, activating your network, and maintaining momentum.
The presentation was part of the Funding Conference in London on Monday 23 February 2015.
These presentations were part of the main plenary. Slides include Peter Lewis, Andrew Morris and Craig Dearden-Phillips MBE presentations.
Find out more about the Funding Conference from NCVO: https://www.ncvo.org.uk/training-and-events/funding-conference/workshops
A workshop on working with foundations originally presented to student at Elon University's Kernodle Center for Service Learning and Community Engagement.
This document provides an overview of the public relations field including typical salaries, career paths, tools used, and types of public relations work. It discusses common misconceptions about public relations and outlines how public relations helps manage communication between organizations and their audiences. The document also contrasts corporate versus agency public relations and describes two primary methods of client engagement used in public relations.
This document provides information about learning options for business credit and funding. It discusses the purpose of business, statistics on small business revenues and failure rates, and reasons why businesses fail. The bulk of the document then focuses on understanding borrowing options beyond banks and the SBA, including loans, lines of credit, and credit card usage. It provides examples of business financing options and approval amounts for different business owners with varying credit profiles.
Anthony P. Scott is a financial services professional with over 30 years of experience in banking, lending, credit, strategic planning, business development, training, and management. He is currently a Financial Center Manager at Urban Partnership Bank where he has exceeded all branch goals and significantly grown the customer base and core deposits. Prior to this role, he served as a Senior Personal Banker and held various positions including Vice President of Business Banking at Northern Trust Bank. He has a B.A. in Liberal Arts from Trinity International University and holds Series 6 and 63 licenses.
Mid Atlantic Resource Group is seeking a Financial Advisor to join their growing team. As a Financial Advisor, responsibilities would include developing client relationships, assessing client needs, creating customized financial plans and solutions, and conducting regular review meetings. Ideal candidates have experience in business, sales, or finance, strong communication and leadership skills, and a bachelor's degree or proven track record of success. The role offers training, mentorship, and a competitive compensation and benefits package.
The document provides a summary and background information for Erinn E. Campbell, including her contact information, core competencies, work experience, education, and technical skills. She has over 10 years of experience in business development, sales, and leadership roles. Her most recent role has been as a Brand Ambassador and Sales Professional for Hamilton Company Jewelers since 2011, where she increased personal sales and grew overall revenue.
The document summarizes the services provided by Suncoast Advisory Group, a financial advisory firm. They help clients develop comprehensive wealth management plans to achieve both financial and life goals. This includes strategies for investments, taxes, estate planning, business planning, and risk management. The firm takes a holistic approach to understand each client's unique situation and aspirations in order to develop customized solutions and provide ongoing support and monitoring. Their goal is to help clients transform their "someday dreams into reality today" through clarity of goals, strategic planning, and accountability.
Melanie Swift from CharityNet USA gave a presentation on why nonprofits fail and how to avoid common pitfalls. She discussed the top 5 reasons for nonprofit failure, including lack of funding and poor marketing. She emphasized having a solid financial structure, developing a strategic plan, and maintaining donor relationships. While the economic climate poses challenges, nonprofits can still succeed with creativity, planning and determination. CharityNet offers various services to help nonprofits with tasks like grant writing and website development.
We are looking to add five new clients. Contact me for a free consultation and schedule your business and personal coaching. This offer is good through March and April 2014 - your investment is only $400 per month.
This document provides guidance on how to prepare a company for impact investment. It discusses types of impact companies based on their returns, and notes that impact investors want a clear path to return on capital while also creating social or environmental good. The document outlines various funding options and recommends preparing by developing strong people, plans, financial projections, prototypes, products and partnerships. It stresses the importance of due diligence, community involvement, clearly communicating momentum, management, market size and money, and addressing investor concerns about risks, experience, scalability and returns.
Personal Profile (Elite Gold Consultant)Caden Chia
Caden Chia is a senior financial consultant at finexis, a people-centric financial organization that aims to positively impact clients' lives beyond just finances. Through diverse financial and investment planning solutions, finexis enables clients to meet their unique goals and prepare for uncertainties. Caden believes in building long-term relationships with clients by fully understanding their individual situations and needs, and ensuring their best interests are served. He also aims to provide objective advice and be a trusted resource for clients as the financial industry continues to evolve.
Edward Jones Financial Advisors come from diverse backgrounds and career paths. They seek to serve all clients in their communities regardless of net worth. A diverse workforce allows them to better understand and relate to different groups within their communities to build trust and provide innovative solutions. While backgrounds may vary, successful Financial Advisors share traits like being highly motivated, hardworking, community-focused, and entrepreneurial thinkers who thrive independently. Edward Jones provides coaching programs to help new advisors from all backgrounds build their skills and practices.
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.
The Connected Nonprofit: Fundraising with NGO ConnectHeller Consulting
Alliance to Save Energy (ASE) is one of the earliest organizations to be up and running on NGO Connect on the Salesforce1 for Nonprofits platform. Join Joseph Jagassar from ASE, Keith Heller and roundCorner founder Nick Ward to discuss why they chose NGO Connect and how they are using it to develop and execute strategic fundraising campaigns.
This document provides an overview of fundraising and development for new staff. It defines philanthropy as altruistic concern for human welfare through donations, and development as the process of building organizational capacity and sustainability through relationship building. It notes the size and economic contribution of the not-for-profit sector in Canada. It also outlines the different types of fundraising including annual, capital, and planned giving. Key points are made about who typically donates and the priorities for strategic fundraising at Yonge Street Mission over the next five years.
Keys to running a successful fundraising strategyJoshua Ness
Slides from Startup Grind NYC: Keys to Running a Successful Fundraising Pipeline & Strategy ft. JD Weinstein (Oracle for Startups VC Connect) & Nick Spiller (Funding Camps)
This document provides an overview of strategic planning and implementation for a church. It discusses laying the foundation for a strategic plan, assessing the current situation, and moving the organization into the future. It emphasizes that implementation is as important as the plan itself and outlines key elements like people, resources, structure, and culture. Common reasons for strategic plan failures are also examined, such as lack of ownership and communication. The document provides advice for successful implementation and avoiding pitfalls.
Bank of America Corporation acquires Merrill Lynch & Co., Inc. PresentationQuarterlyEarningsReports3
This document summarizes the proposed merger between Bank of America and Merrill Lynch to create the premier financial services company. Some key points:
- Ken Lewis of Bank of America and John Thain of Merrill Lynch will lead the combined company.
- The merger combines Bank of America's retail banking franchise with Merrill Lynch's leading wealth management and investment banking businesses.
- The deal will diversify revenue streams and significantly enhance Bank of America's investment banking capabilities.
- Merrill Lynch brings over 20,000 financial advisors and $2.5 trillion in client assets to strengthen Bank of America's wealth management business.
Bank of America Card Services is the leading credit card issuer in the US, with $146.8 billion in US credit card loans as of 3Q06. It has grown managed credit card loans by 31% from 2004 to 2006 through market-leading products, affinity marketing partnerships with over 5,000 organizations, and an expanding customer base across multiple distribution channels. While managed credit card losses rose in 3Q06, they remained lower than the prior year through continued improvements in asset quality. Going forward, Bank of America Card Services aims to leverage its scale and integrated banking platform to drive further profitable growth across key markets, products, and customer segments.
The document discusses Bank of America Merrill Lynch, a leading global financial firm that delivers solutions to clients through insights, global reach, and long-term relationships. It brings enhanced services through its investment banking, securities, and wealth management affiliate DSP Merrill Lynch. The group shares over 100 years of combined India experience through its global and local expertise.
The presentation was part of the Funding Conference in London on Monday 23 February 2015.
These presentations were part of the main plenary. Slides include Peter Lewis, Andrew Morris and Craig Dearden-Phillips MBE presentations.
Find out more about the Funding Conference from NCVO: https://www.ncvo.org.uk/training-and-events/funding-conference/workshops
A workshop on working with foundations originally presented to student at Elon University's Kernodle Center for Service Learning and Community Engagement.
This document provides an overview of the public relations field including typical salaries, career paths, tools used, and types of public relations work. It discusses common misconceptions about public relations and outlines how public relations helps manage communication between organizations and their audiences. The document also contrasts corporate versus agency public relations and describes two primary methods of client engagement used in public relations.
This document provides information about learning options for business credit and funding. It discusses the purpose of business, statistics on small business revenues and failure rates, and reasons why businesses fail. The bulk of the document then focuses on understanding borrowing options beyond banks and the SBA, including loans, lines of credit, and credit card usage. It provides examples of business financing options and approval amounts for different business owners with varying credit profiles.
Anthony P. Scott is a financial services professional with over 30 years of experience in banking, lending, credit, strategic planning, business development, training, and management. He is currently a Financial Center Manager at Urban Partnership Bank where he has exceeded all branch goals and significantly grown the customer base and core deposits. Prior to this role, he served as a Senior Personal Banker and held various positions including Vice President of Business Banking at Northern Trust Bank. He has a B.A. in Liberal Arts from Trinity International University and holds Series 6 and 63 licenses.
Mid Atlantic Resource Group is seeking a Financial Advisor to join their growing team. As a Financial Advisor, responsibilities would include developing client relationships, assessing client needs, creating customized financial plans and solutions, and conducting regular review meetings. Ideal candidates have experience in business, sales, or finance, strong communication and leadership skills, and a bachelor's degree or proven track record of success. The role offers training, mentorship, and a competitive compensation and benefits package.
The document provides a summary and background information for Erinn E. Campbell, including her contact information, core competencies, work experience, education, and technical skills. She has over 10 years of experience in business development, sales, and leadership roles. Her most recent role has been as a Brand Ambassador and Sales Professional for Hamilton Company Jewelers since 2011, where she increased personal sales and grew overall revenue.
The document summarizes the services provided by Suncoast Advisory Group, a financial advisory firm. They help clients develop comprehensive wealth management plans to achieve both financial and life goals. This includes strategies for investments, taxes, estate planning, business planning, and risk management. The firm takes a holistic approach to understand each client's unique situation and aspirations in order to develop customized solutions and provide ongoing support and monitoring. Their goal is to help clients transform their "someday dreams into reality today" through clarity of goals, strategic planning, and accountability.
Melanie Swift from CharityNet USA gave a presentation on why nonprofits fail and how to avoid common pitfalls. She discussed the top 5 reasons for nonprofit failure, including lack of funding and poor marketing. She emphasized having a solid financial structure, developing a strategic plan, and maintaining donor relationships. While the economic climate poses challenges, nonprofits can still succeed with creativity, planning and determination. CharityNet offers various services to help nonprofits with tasks like grant writing and website development.
We are looking to add five new clients. Contact me for a free consultation and schedule your business and personal coaching. This offer is good through March and April 2014 - your investment is only $400 per month.
This document provides guidance on how to prepare a company for impact investment. It discusses types of impact companies based on their returns, and notes that impact investors want a clear path to return on capital while also creating social or environmental good. The document outlines various funding options and recommends preparing by developing strong people, plans, financial projections, prototypes, products and partnerships. It stresses the importance of due diligence, community involvement, clearly communicating momentum, management, market size and money, and addressing investor concerns about risks, experience, scalability and returns.
Personal Profile (Elite Gold Consultant)Caden Chia
Caden Chia is a senior financial consultant at finexis, a people-centric financial organization that aims to positively impact clients' lives beyond just finances. Through diverse financial and investment planning solutions, finexis enables clients to meet their unique goals and prepare for uncertainties. Caden believes in building long-term relationships with clients by fully understanding their individual situations and needs, and ensuring their best interests are served. He also aims to provide objective advice and be a trusted resource for clients as the financial industry continues to evolve.
Edward Jones Financial Advisors come from diverse backgrounds and career paths. They seek to serve all clients in their communities regardless of net worth. A diverse workforce allows them to better understand and relate to different groups within their communities to build trust and provide innovative solutions. While backgrounds may vary, successful Financial Advisors share traits like being highly motivated, hardworking, community-focused, and entrepreneurial thinkers who thrive independently. Edward Jones provides coaching programs to help new advisors from all backgrounds build their skills and practices.
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.
The Connected Nonprofit: Fundraising with NGO ConnectHeller Consulting
Alliance to Save Energy (ASE) is one of the earliest organizations to be up and running on NGO Connect on the Salesforce1 for Nonprofits platform. Join Joseph Jagassar from ASE, Keith Heller and roundCorner founder Nick Ward to discuss why they chose NGO Connect and how they are using it to develop and execute strategic fundraising campaigns.
This document provides an overview of fundraising and development for new staff. It defines philanthropy as altruistic concern for human welfare through donations, and development as the process of building organizational capacity and sustainability through relationship building. It notes the size and economic contribution of the not-for-profit sector in Canada. It also outlines the different types of fundraising including annual, capital, and planned giving. Key points are made about who typically donates and the priorities for strategic fundraising at Yonge Street Mission over the next five years.
Keys to running a successful fundraising strategyJoshua Ness
Slides from Startup Grind NYC: Keys to Running a Successful Fundraising Pipeline & Strategy ft. JD Weinstein (Oracle for Startups VC Connect) & Nick Spiller (Funding Camps)
This document provides an overview of strategic planning and implementation for a church. It discusses laying the foundation for a strategic plan, assessing the current situation, and moving the organization into the future. It emphasizes that implementation is as important as the plan itself and outlines key elements like people, resources, structure, and culture. Common reasons for strategic plan failures are also examined, such as lack of ownership and communication. The document provides advice for successful implementation and avoiding pitfalls.
Bank of America Corporation acquires Merrill Lynch & Co., Inc. PresentationQuarterlyEarningsReports3
This document summarizes the proposed merger between Bank of America and Merrill Lynch to create the premier financial services company. Some key points:
- Ken Lewis of Bank of America and John Thain of Merrill Lynch will lead the combined company.
- The merger combines Bank of America's retail banking franchise with Merrill Lynch's leading wealth management and investment banking businesses.
- The deal will diversify revenue streams and significantly enhance Bank of America's investment banking capabilities.
- Merrill Lynch brings over 20,000 financial advisors and $2.5 trillion in client assets to strengthen Bank of America's wealth management business.
Bank of America Card Services is the leading credit card issuer in the US, with $146.8 billion in US credit card loans as of 3Q06. It has grown managed credit card loans by 31% from 2004 to 2006 through market-leading products, affinity marketing partnerships with over 5,000 organizations, and an expanding customer base across multiple distribution channels. While managed credit card losses rose in 3Q06, they remained lower than the prior year through continued improvements in asset quality. Going forward, Bank of America Card Services aims to leverage its scale and integrated banking platform to drive further profitable growth across key markets, products, and customer segments.
The document discusses Bank of America Merrill Lynch, a leading global financial firm that delivers solutions to clients through insights, global reach, and long-term relationships. It brings enhanced services through its investment banking, securities, and wealth management affiliate DSP Merrill Lynch. The group shares over 100 years of combined India experience through its global and local expertise.
The Supernova Powerpoint Presentation With LogoRobert Knapp
The document discusses creating a "Supernova business" by first shrinking a business down to its core and then growing it many times larger. It mentions segmenting clients, organizing with an inverted pyramid folder system, acquiring more referrals through being referable, demonstrating loyalty to clients, owning the planning process, and choosing wisely. The goal is to create the ultimate client experience while improving productivity, lifestyle, costs and client satisfaction.
Bank of America acquired Merrill Lynch in a $50 billion deal in September 2008 during the financial crisis. Merrill Lynch was struggling with huge losses from subprime mortgage exposures. The deal was hastily completed in 2 days under pressure from the government. While it stabilized markets initially, losses for both companies mounted in subsequent months. Bank of America's stock lost over 90% of its value. Merrill Lynch continued facing lawsuits over mortgage securities. The long-term impact of the deal remains unclear given Merrill Lynch's volatile financial performance in addressing huge prior write-offs.
This document discusses the key components and functions of automobile tires. It describes the different types of tire casings, including cross-ply, radial, and belted bias ply tires. Radial tires provide advantages like greater shock absorption, lower rolling resistance, and better steering characteristics compared to cross-ply or bias ply tires. The document also outlines the various materials used in tire construction, factors that affect tire life, common tire issues, and the tire manufacturing process.
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.
Crafting a Powerful Employee Value PropositionCielo
Creating, refreshing or overhauling your Employee Value Proposition (EVP) is no simple undertaking. It must become a living asset that informs your people agenda, policies and processes. Here is the 10-step framework for planning and implementing your own authentic EVP.
The document describes how a newsletter can be used to market speech therapy services and build a referral-based private practice. Key benefits of the newsletter include providing valuable resources to the community, revealing a willingness to help others, and consistently generating referrals from pediatricians, ENTs, preschools, and other therapists. Professionals reportedly appreciate receiving the newsletter, which requires thousands of hours and over $7,000 per month to produce professionally. Referrals, repeat clients, and respect from the community are said to increase thanks to the newsletter's ability to position its creator as an expert and pass along value each month.
Rajul Shrivastava is offering opportunities to become an online entrepreneur through his company Mindpriests. The opportunities involve selling various online products and services like an online career coach, online skill trainer, infant music therapy, and an online product store. Becoming an online entrepreneur through this opportunity requires a low investment but promises high monthly incomes of 2 lakhs through selling these various products and services. The opportunity provides training, products, services, sales funnels and other support to help individuals start their own online business and begin earning within the first month.
Star PS is a business consultancy based in Sheffield that specializes in sales training solutions, permanent recruitment, and networking events. They provide bespoke and effective training to improve clients' sales techniques in areas such as appointment setting, client retention, and social media. Testimonials from past clients praise Star PS's personable trainers and the tangible benefits gained from their interactive courses.
Michael Beahm - How Blackbaud Activates Its Customers with Advocacy Marketing Influitive
This document provides an overview and background of Blackbaud's transition from a reactive customer reference program to a strategic advocate marketing program called Blackbaud Champions. It discusses:
- Where the customer marketing program was previously, focusing on generating references for sales needs rather than engaging customers.
- The launch of the Blackbaud Champions program in 2014 to better align customer engagement with business goals through a more personalized and scalable approach.
- Goals for the future, such as increasing customer referral pipeline from $13,000 to $500,000 and growing online reviews and customer generated content.
- Key learnings around advocate marketing being a collaborative team effort that benefits the business when customers' voices are respectfully incorporated.
Getting past the first date. How nurturing creativity together makes a new cl...Bristol Media
This document discusses building successful relationships between clients and agencies. It notes that clients and agencies often have different perspectives and priorities. Building understanding and trust takes time and effort, with misunderstandings being common early on. Successful relationships require open communication, reducing barriers to creativity, and focusing on long-term goals rather than short-term wins. Both clients and agencies must make building the relationship a priority.
How to define yourself to your target audience and not let the market to define you. High Net Worth clients want to hear that you understand their needs, goals and aspirations before they allow you over their walls.
The document provides guidance on creating a career counseling statement to document and showcase a counselor's reflective counseling philosophy. It includes examples of elements to include, such as purpose, vision, values, and descriptions of competencies, style, and standards. The document emphasizes reflecting on who you are as a counselor and how your approach reflects your identity and values. It also provides prompts for crafting statements on your purpose, vision, and the values that guide your work.
Robb Zbierski is a professional speaker who helps clients develop skills and mindsets to maximize their potential through his company Freedom Personal Development. As a speaker, Robb aims to inject excitement and encourage embracing passion to get results, drawing from his background in sales, marketing and the outdoor industry. The document provides Robb's contact information, background, past programs and partial client list to showcase his experience as a dynamic speaker.
Kevin St.Clergy is a practice-building expert for the audiology and hearing aid industry. He has a Masters in Audiology and previously worked as an audiologist, ran his own practice, and was the Director of Business Development for a network of 2,000 practices. He now runs MedPB, which helps audiology and ENT practices attract more patients, schedule more appointments, sell more hearing aids, and improve profits. Kevin is a sought-after speaker who shares proven strategies for practice success covering topics like marketing, converting calls to appointments, counseling, and maximizing profits. He regularly receives high ratings and praise from conference attendees and organizers.
(May 2014) max peopleperform trainin gessentials catalogueMaxPeoplePerform_
This document provides an overview of training programs offered by MaxPeoplePerform. It discusses their vision of challenging and inspiring leaders, their values of integrity and trust, and their three core services of training, HR support, and hiring assistance. A variety of training methods are described, including webinars, coaching, classroom sessions, and keynotes. Tools used in training include personality assessments and feedback instruments. The document provides a table of contents of specific training programs in areas like communication, leadership, personal effectiveness, and team building.
Resource Central as well as handling Resourcing and Sourcing Projects also has it CampaignRPO Service and this integrates all the elements need to recruit and includes; Creative, EVP Development, Research, Media Planning and any Internal Communications i.e. Referral.
This document discusses how to select a profitable target market to attract ideal clients. It recommends focusing marketing efforts on a specific niche rather than broad categories. Choosing a target market that has problems you can solve, is large enough and financially capable, and that you enjoy working with makes marketing more effective. The document provides examples of advisors who found success by specializing in niches like pilots, business owners, or divorcees. It also outlines steps to embrace a niche, from crafting messaging to distributing relevant content and making it easy for prospects to contact you.
Star PS is a business consultancy based in Sheffield that specializes in sales training solutions, recruitment, and networking events. Founded in 2009 by Victoria Roberts and Donna Shepherd, Star PS provides customized training and business support to help clients increase sales. Their training focuses on skills like appointment setting, client retention, and social media marketing. Clients praise Star PS for their personable and effective approach to training, citing increased sales and focus as a result of their work.
This document discusses branding and customer service in parks and recreation. It emphasizes that branding is about creating an emotional connection and building loyalty by delivering on a brand promise. The brand promise for parks and recreation presented is to make lives and communities better by providing access to nature, outdoor spaces, recreation facilities and programs, and activities that foster social connections and development. Excellent customer service is key to helping customers realize the value of programs and services, and involves understanding customer needs and responding to them. Strategies discussed include having a customer service plan, leadership commitment, training, tools to empower customers, and gathering customer feedback.
Learn how to work with Women in Biz Network - there are a variety of ways - through in-person events, online mentoring, advertising and our annual conference - just to name a few!
Similar to Supernova ideas for creating value ppp (20)
[4:55 p.m.] Bryan Oates
OJPs are becoming a critical resource for policy-makers and researchers who study the labour market. LMIC continues to work with Vicinity Jobs’ data on OJPs, which can be explored in our Canadian Job Trends Dashboard. Valuable insights have been gained through our analysis of OJP data, including LMIC research lead
Suzanne Spiteri’s recent report on improving the quality and accessibility of job postings to reduce employment barriers for neurodivergent people.
Decoding job postings: Improving accessibility for neurodivergent job seekers
Improving the quality and accessibility of job postings is one way to reduce employment barriers for neurodivergent people.
Abhay Bhutada, the Managing Director of Poonawalla Fincorp Limited, is an accomplished leader with over 15 years of experience in commercial and retail lending. A Qualified Chartered Accountant, he has been pivotal in leveraging technology to enhance financial services. Starting his career at Bank of India, he later founded TAB Capital Limited and co-founded Poonawalla Finance Private Limited, emphasizing digital lending. Under his leadership, Poonawalla Fincorp achieved a 'AAA' credit rating, integrating acquisitions and emphasizing corporate governance. Actively involved in industry forums and CSR initiatives, Abhay has been recognized with awards like "Young Entrepreneur of India 2017" and "40 under 40 Most Influential Leader for 2020-21." Personally, he values mindfulness, enjoys gardening, yoga, and sees every day as an opportunity for growth and improvement.
Enhancing Asset Quality: Strategies for Financial Institutionsshruti1menon2
Ensuring robust asset quality is not just a mere aspect but a critical cornerstone for the stability and success of financial institutions worldwide. It serves as the bedrock upon which profitability is built and investor confidence is sustained. Therefore, in this presentation, we delve into a comprehensive exploration of strategies that can aid financial institutions in achieving and maintaining superior asset quality.
Falcon stands out as a top-tier P2P Invoice Discounting platform in India, bridging esteemed blue-chip companies and eager investors. Our goal is to transform the investment landscape in India by establishing a comprehensive destination for borrowers and investors with diverse profiles and needs, all while minimizing risk. What sets Falcon apart is the elimination of intermediaries such as commercial banks and depository institutions, allowing investors to enjoy higher yields.
The Universal Account Number (UAN) by EPFO centralizes multiple PF accounts, simplifying management for Indian employees. It streamlines PF transfers, withdrawals, and KYC updates, providing transparency and reducing employer dependency. Despite challenges like digital literacy and internet access, UAN is vital for financial empowerment and efficient provident fund management in today's digital age.
Optimizing Net Interest Margin (NIM) in the Financial Sector (With Examples).pdfshruti1menon2
NIM is calculated as the difference between interest income earned and interest expenses paid, divided by interest-earning assets.
Importance: NIM serves as a critical measure of a financial institution's profitability and operational efficiency. It reflects how effectively the institution is utilizing its interest-earning assets to generate income while managing interest costs.
OJP data from firms like Vicinity Jobs have emerged as a complement to traditional sources of labour demand data, such as the Job Vacancy and Wages Survey (JVWS). Ibrahim Abuallail, PhD Candidate, University of Ottawa, presented research relating to bias in OJPs and a proposed approach to effectively adjust OJP data to complement existing official data (such as from the JVWS) and improve the measurement of labour demand.
5 Tips for Creating Standard Financial ReportsEasyReports
Well-crafted financial reports serve as vital tools for decision-making and transparency within an organization. By following the undermentioned tips, you can create standardized financial reports that effectively communicate your company's financial health and performance to stakeholders.
Falcon stands out as a top-tier P2P Invoice Discounting platform in India, bridging esteemed blue-chip companies and eager investors. Our goal is to transform the investment landscape in India by establishing a comprehensive destination for borrowers and investors with diverse profiles and needs, all while minimizing risk. What sets Falcon apart is the elimination of intermediaries such as commercial banks and depository institutions, allowing investors to enjoy higher yields.
1. What makes you different?
How to Create Unique Value
In The Eyes of your clients
“Always deliver more than expected.”
Larry Page, Google Co-founder
1
3. The Supernova Team
Rob Knapp, President
Former Managing Director,
ML
Author, The Supernova
Advisor
Keynote Speaker & Coach
Rob Shaffer,
Coaching VP
34 Year ML veteran
Private Client
Director
Coach & Presenter
Stan Craig, Coaching VP
30 Year ML veteran
RVP Regional & Sales Mgr.
Author, “Foretalk, 7 Critical
Conversations”
Coach & Speaker
Curtis Brown,
Coaching VP
Former ML Regional
Managing Director
President, Meritage
Financial Services
Coach & Presenter
Cindy Beuoy, COO &
Marketing Dr.
20 year veteran in the
communications field
Coach & Presenter
Rob Knapp is the architect of the Supernova model he developed with a team of
financial advisors and leaders at Merrill Lynch. He is the author of The Supernova
Advisor, an innovative approach to growing an advisory business by improving client
service.
Through Supernova Rob has developed rituals and structure for the financial
services industry that gives advisor techniques allowing them to grow dramatically
while delivering superior service to their clients and gaining greater balance in their
lives.
Rob’s passion for coaching talented individuals to reach exceptional levels of
performance has solidified his reputation throughout the financial services sector as
a visionary and creative leader.
4. People buy differences
instead of similarities
• We choose a car that reflects our needs and
serves us best, yet makes a statement about who
we are.
• We choose a home that uniquely fits our lifestyle
and personal needs and wants, yet makes a
statement.
• We search for the perfect and unique name for our
new child, not the most common one.
5. What can you do to look different?
• 90% of your business
comes from referrals -
what you do for your
clients matters
• Create a unique
experience for them that
they are willing to talk
about and share with
friends
6. Chicken Dinner Effect
• Home Watch companies all look the same. What can
they do to create a unique impression?
– They know exactly when the resident is returning
and prepare a delicious chicken dinner waiting for
them in the oven with the table set.
How do you
recreate the
‘Welcome
Home Dinner
Effect?’
7. The Golden Rolodex of
Referable Professionals
• List of Enthusiastically Endorsed CPA’s,
Attorney’s, Doctors, Insurance Agents,
Bankers, Educators, Health Specialist
(Personal Trainers, Dieticians, Chiropractors,
Physical Therapist)
• Enthusiastically refer and introduce this group
to clients that are looking for help.
• Teach this group to introduce their clients to
you.
8. Become An Expert In Issues That
Can Help Your Clients
Example: Planning for a client’s critical illness
• What resources can you give your
clients?
– Information and breakthrough research
about their disease
– Referral to a Concierge physician
– Your Time to listen to what they are feeling
9. Some Available Resources
• Medifocus Guide Books: Comprehensive guide
to symptoms, treatments, research and support
for many conditions/cancers (medifocus.com)
• Life Extensions Foundation For Longer Life: a
comprehensive system to integrate information,
products and services to help you get healthy
and stay healthy (LEF.org)
• Mao Clinic Research Center where you can find
cutting edge ideas, therapies, clinical trials and
more. (mayo.edu/research)
10. Testimonials
“Thanks for your help over the past 12 weeks. Much of it was painful as
you poked & prodded at our existing practice and our established ‘comfort
zones’. But, the takeaways that we are implementing will undoubtedly
improve our practice and likely lead to a more balanced, higher impact
career path.
Thanks for helping us push forward,” Doug, Morgan Stanley
“Meeting by meeting we are presenting the Supernova concepts. In a
meeting with a tougher client I brought up how we were engaging a
consultant to improve the service and after listening intently he said, ‘Mark,
I’ve worked with you since 1987 and this is the best thing you have ever
brought to me’.” Mark, Private Wealth, UBS
“Now we have the confidence to look a prospect in the eye, tell them what
we do, why we do it and our minimum amount of assets we will accept. We
couldn’t have done that without the help of Supernova.” Brian, Wells Fargo
“We went from chaos to organization and doubled our business in 24
months. Now I walk out of the office at 5 PM knowing everything is taken
care of” Matt Clark, UBS
“Yes implementing Supernova been great – well over 20% growth in
revenue since we started. We love it! “ Ryan, UBS
11. We’re here to help
•For more information:
–Visit:
www.supernovaconsulting
.com
–Call: 866.448.7858
•Available on our Website
–The Supernova Advisor
by Rob Knapp
–Advanced Learning
Library 11