How PDPA Changed The Personal Finance Sector PDPA Kicked In strategies to Receive Permission to Market to Your Prospects...

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2 Table of Contents How PDPA Changed The Personal Finance Sector... 3 PDPA Kicked In strategies to Receive Permission to Market to Your Prospects... 3 Permission Marketing... 4 Build Your Authority... 4 Personal Branding Professional Networking... 6 Resources to Consider... 6 Meet Up... 6 Business Network International (BNI) Business Cards Public Speaking & Presentations... 7 Resources to Consider... 7 Toast Masters Online Newsletter... 7 Autoresponder Resources Social Media Presence Top 10 Reason Postcards... 8 Resources to Consider Digital & Web Presence... 9 A. Cover page... 9 B. Profile page... 9 C. Services page D. Contact page Secret to Lead Generation... 11

3 How PDPA Changed The Personal Finance Sector Do Not Call Me. Before 2014, the new client acquisition strategy was simple. Referrals or go to the Cold Market. Now there usually comes a time when your referral list will do slightly dry. There are only so many leads your clients can give you. Sure there are the lucky few of you who keeps getting an unlimited source of leads from a few key person of influence But for most advisors, you got no choice but to consider the cold market. That means cold calling or street canvassing. Until PDPA Kicked In Take a look at the official statement for the PDPA. The PDPA provides for the establishment of a national Do Not Call (DNC) Registry. The DNC Registry allows individuals to register their Singapore telephone numbers to opt out of receiving marketing phone calls, mobile text messages such as SMS or MMS, and faxes from organisations. In order to continue sending marketing messages to your prospects or clients, you ll need receive consent from your prospects. But who would give you consent to market to them? For that, we created this guidebook. Allow us to share with you 7 strategies to Receive Permission to Market to Your Prospects

4 Permission Marketing Permission marketing is the privilege (not the right) of delivering anticipated, personal and relevant messages to people who actually want to get them. - Seth Gordin Permission marketing is a term popularized by online marketer Seth Gordin. To put it simply, you re receiving consent and permission from your prospects or audience to market to them. Sounds like a dream? Not so when you understand the underlying concept behind this strategy. Build Your Authority People respect those with authority which has been earned. Your prospects and clients are no different. Think of people like Bill Gates, Mark Zuckerberg, Jack Ma and the late Steve Jobs among many others. People want to listen to them speak and share their experiences. Why not your? It all boils down to your Personal Branding Become an industry leader in a selected niche and transform yourself into the person your clients want to learn from. Whether it s a specialty in: - Personal insurance planning - Travel finance - Commercial property finance - Car financial planning - Legacy planning - Savings management - Forex trading - Derivatives investment

5 - Bonds market - Credit card management - And much more Give them a reason to come to you and you ll have developed your very own lead generation system. Once you ve chosen your niche to specialize in, you can start to work on growing your audience. And here are 7 strategies to get you started.

6 1. Professional Networking No doubt that networking with other professionals, business owners and your target audience or prospects is the fastest way to build your personal brand. But what makes an effective networking strategy? Giving value first. No one likes to be sold to and your prospects are no different. The trick to effective networking is to do leads generation and not sales. Share with them about your niche and speciality. Let them understand why you re the expert in what you do. And to end it all, direct them to a webpage where they can opt in to download a special report or resource that helps them. This is an important step as it signifies their interest in what you do. From there it s all about following up. Check with them how they re doing, share more tips and finally, remember to ask for the appointment. Resources to Consider Meet Up Website to find networking events and seminars Business Network International (BNI) Professional international networking organization. Could be tough to join as a member as they only accept 1 trade per chapter. But you could always visit as a visitor. 2. Business Cards For most financial advisory agencies, you ll receive a professional business card that highlights your name, professional title and contact details. While that is sufficient to give your clients, it doesn t help your marketing strategy. Think about this, when you go to any event or when you re meeting a person for the first time, why should they contact you again?

7 You don t need the most beautiful design in your business card but it should at least fulfil 1 important marketing function Lead Generation! It could be a QR code, your website URL or address. You need to include a CTA (Call-to-Action) which gets them to follow up with you. 3. Public Speaking & Presentations Nothing speaks authority like a presenter. After all, the person giving the speech must know a great deal about the topic on hand right? Well that s the general perspective people get when they attend talks and seminars. So why not hold your own seminar on your selected topic? Simply use a presentation program like Microsoft s Powerpoint to create visually pleasing slide shows and start presenting. Remember to add in your call-to-action at the end of your presentation. It could be a free consultation or a free gift on your website. Resources to Consider Toast Masters A non-profit international organization with clubs around the world where members improve their public speaking skills. Slide Share Upload your slide presentations on this website for others to view. And remember to link back frequently to your website as a lead generation strategy. 4. Online Newsletter As an expert, one thing you should have is information and tips. An easy way to communicate this is with a newsletter. Preferably an online newsletter as there is lesser production cost involved.

8 And with some online tools, you could even automate your newsletter delivery giving your prospects more reasons to remember you as their solution provider. All it takes is 5-7 articles to get started and you could work from there. Autoresponder Resources Basically these are online tools that can automate your . Schedule a date to send out your articles and you re all set. Naturally they involve a small investment for the automation, but it will be worth the investment. - Aweber - Mailchimp - Getresponse 5. Social Media Presence Facebook, Twitter, LinkedIn, Pinterest, Vine and many more. People are getting more social and you should build your own presence too. All you need to get started is to craft your profile, get a good mug shot and your call-to-action. Remember, it s about building your lead generation system. 6. Top 10 Reason Postcards You may be practising sending out birthday greetings, holiday greetings and other gentle reminders throughout the year. But did you remember your call-to-action? So the next time you send out a greeting postcard, on the reverse side Add in a top 10 reasons to contact you. Encourage your client or prospect to call you or pass the postcard on to their family or friends. To top this off, add in your website URL where they can receive a free item or gift for taking action.

9 Resources to Consider 4Ref Online website to show your appreciation and express yourself with a card. 7. Digital & Web Presence By far one of the most important marketing tools you ll need in this day and age. Without a lead generation strategy in place, you won t be getting new customers through your website alone. But your prospects and potential customers will be relying on your digital presence to learn more about you. Use it as an opportunity to educate these group of audience about who you are and why choose you as their financial advisor. To help you build your basic framework, you ll need only 4 key webpages to start. A. Cover page The very first page anyone will land on your professional website. Showcase a professional look or a more casual side to you. The goal is to highlight your personality within a single page. People buy from financial advisors because of their personality and your website is there to show your personality online. B. Profile page Tell your story about why you chose to join the financial advisory industry. Everyone loves to hear a good story, that s why books and movies sell so well. There was a reason why you joined the industry and your experience over the ways shaped you into who you are today. Don t keep it hidden. You re human and your audience will love to see the human side of you as well.

10 C. Services page This is not a website to be completely social but it is a business marketing tool after all. And to do that, a services page is there to let others know about the range of services you offer. If you ve been keeping up with the message in this guidebook, you ll have selected a niche to specialize in. Make that the key focus of the page and have your other services to portray a complete suite. D. Contact page So simple yet forgotten. After everything we ve worked on, remember to include your contact details. Always make it easy for your prospects to reach you whether through , SMS, phone or an online form.

11 Secret to Lead Generation You ve seen 7 different strategies to build your lead generation system. And if there is one common factor between each of the strategies, it has got be the need for your Call-To-Action! Each of the strategies become another activity is you re doing enough to get them to reach out to you. The strategies are there to help build up your personal brand as an expert in your niche. But you have to take another step with the PDPA. Get permission. And to do that, you need to build up your brand. Not your agency s brand or your company s brand but YOUR OWN brand. Start with something simple like your own digital presence with a website or on social media and proudly include a link in all your marketing tools. Will there be work involved? Yes. Is it going to be tough? Yes. But that s what separates the successful marketers from the unsuccessful ones. And that s what separates financial advisors from product sellers!

12 How to Build Your Digital Presence Get found online. Sure you know you need a website to get started but ask yourself this - Do you have the skills to build your own website? - Do you have the time to learn? - Are you missing out on critical marketing elements? You re a financial advisor and I m sure you re good at it. So let us help you with your digital presence as that s what we specialize in. We have arranged a special package to help financial advisors like yourself get started in less than 5 days with a proven process. We re excited to help you get your lead generation system running and pulling in new leads. Aren t you? But even before we go down into the nitty-gritty details, let s focus a little more on you. We ve prepared a special 35 min personalized consultation session for financial advisors. In this session, we ll discuss: Your financial niche Building your digital presence How to kick-start your lead generation system There s no obligation to work with us after the session but we guarantee you ll learn more about promoting your services. To get started Simply Financial Advisory Digital Presence Consultation to info@bizinweb.com as the subject line and include your name and phone number to book a session. Or use our online form. Free Consultation P.S. Book your session and ask us about our additional free bonus when you meet us. It s worth $147.