Milestone Marketing Method

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3 Marketing & Branding Your Business & associates Fundamentally, your business runs on the quality of the relationships you develop. The Mile Stone Marketing Method (M 3 ) puts you in a position to more rapidly nurture and establish deep, meaningful relationships with your most prized customers. You will accelerate your relationship with ideal prospective clients. Your referral activity will build momentum and become a significant contribution to your annual revenue. Here s how it works. PROSPECTS CLIENTS REFERRALS Accelerate the relationship bringing them closer to you. Deepen the relationship. Build into a significant revenue source.

4 A Universal Solution M 3 works with any lead generation or marketing technique. Regardless of your marketing approach, the M 3 concept is 100% applicable to you. This is because it is a fundamental business approach that explains why some agencies consistently build their practice and others do not. If you are performing seminars, M 3 will enhance and improve your practice. If you are connecting to people through relationships they have with their attorney or CPA, you will expand like never before. If you work one on one lead programs, internet leads or pre-set appointments, you will derive much more revenue and many more clients from the. Are you Near or are you Far? Don t think about your prospect as someone whom you must morph into a client over time. Instead, think about people coming into closer contact to you. Consider someone standing next to you in a crowd. This person has never heard of you, your company, your services or solutions. Even though they are in close physical proximity to you, they are actually far away when it comes to your relationship. Your deepest client relationships are those who are very close. Your company s practices and methods should focus on moving people from far away to very near. The M 3 process reinforces milestone events as your potential clients move closer to doing business with you. Taking Steps in the Right Direction Every move closer to you is a step in the right direction. With each step in the relationship, you must be sure to do three things. ACKNOWLEDGE ENCOURAGE REWARD Each milestone in your relationship must be acknowledged, encouraged and rewarded systematically by your firm. Properly executed, this increases the probability that future steps will be taken to improve the relationship and reduce the amount of time and cost it will take to go from one milestone to the next. Example: Imagine a person receiving a mailed piece from you. They respond to a request for information, set an appointment or attend an event. This is a milestone moment. That individual has just moved closer to you. It may be just a small move but it is a move none the less. This milestone must be acknowledged, rewarded and encouraged so that the next step closer comes sooner and easier.

5 Know your Milestones. You must take intentional action to make this process sing. Before we do that, however, you are going to need to equip yourself with some weapons. Don t forget you are working in a fiercely competitive environment. It s a war of ideas, concepts and opportunities. You need the right weapons to incrementally improve and deepen each relationship. The Relationship Weapons Remember, your competition wants to win the relationship war. For you to win, you will need to assemble and properly use your Relationship Weapons so that the competition becomes irrelevant to your client, prospect or referral. We ll show you the weapons and how you can get your hands on them with very little effort.

6 & associates Brand Identity and Logo Design Capture the essence of your message, values and identity! Your brand and logo will then be integrated into everything you do. All components are designed to increase your credibility and image while building stronger and more meaningful relationships between you and your clients. Your Company Brochure Simple and effortless for your client to review, innovative enough to grab the attention of high-net-worth individuals. Your brand identity, services and values are embodied in this high impact piece designed to complement your entire identity and most importantly, enhance your image and credibility. You will be able to clearly demonstrate your level of professionalism and stand toe-to-toe with any competition. Sales Folder This is the ultimate professional package for independent advisors. This high-quality piece organizes your entire marketing package and cultivates a uniform look throughout all your materials. Add your own content or illustration without losing your overall message and impact! Stationary Once your brand identity is defined, make it really drive your message home with business cards, letterhead, and envelopes that deliver a quality image of your firm and your unique services.

7 Business Cards Don t take this piece for granted! The business card is the piece of literature your clients and prospects will touch most. Your professionally designed card will enhance and sustain your image and brand identity. Letterhead & Number 10 Envelopes Is letter writing a lost art? Technology has caused many advisors to make the mistake of reducing their investment in ongoing contact with their clients and prospects via direct mail. The fact is, your personal letter will be opened and read by your customer at a much greater percentage than any you could compose. Combining your brand with thoughtful messaging only serves to make your ideal concrete and permanent in your customer s mind. Thank You Cards & Envelopes Designed to give you another high impact opportunity; the hand written message you provide is the most personal of all messages you can ever send! Sales Inserts These single sheets complement your brochure offerings and fit in the Sales Folder. Use this for fact sheets, planning concepts, illustrations or to further highlight your firm s specialty. Our branded sales inserts include your choice of Annuities, Indexed Annuities, Life Insurance, Indexed Universal Life Insurance, Term, Final Expense and more.

8 Best Interest Financial & Insurance Solutions Best Interest Financial 1235 Some Street Some Town, AZ Phone: (123) Fax: (123) Client Name, Lorem ipsum dolor sit amet, consectetur adipiscing elit. Cras vel enim lorem, adipiscing hendrerit dui. Suspendisse hendrerit ultricies risus a gravida. Sed dapibus pretium lacus, ac bibendum ligula tempus vel. Pellentesque vitae orci at velit iaculis sodales congue ac elit. Ut ac ipsum a tortor molestie tincidunt ac eget sem. Mauris tempor massa vel eros vestibulum pharetra. Donec lobortis metus ut est tempus lacinia. Cum sociis natoque penatibus et magnis dis parturient montes, nascetur ridiculus mus. Nulla convallis, nunc molestie placerat vehicula, libero orci dapibus ipsum, in condimentum erat urna a dolor. Sed vehicula ultricies rutrum. Pellentesque tincidunt tellus id metus pretium nec scelerisque nisi congue. Aliquam erat volutpat. Sed odio libero, laoreet at ultrices in, consequat id ligula. Pellentesque lectus dolor, varius at scelerisque nec, iaculis et mauris. Etiam interdum pulvinar laoreet. Class aptent taciti sociosqu ad litora torquent per conubia nostra, per inceptos himenaeos. Morbi non quam mi, quis dictum tellus. Donec vulputate, justo id vestibulum mattis, tellus lectus scelerisque augue, non dictum ligula felis in leo. Praesent porta ligula eu leo blandit consequat. Pellentesque consectetur consectetur sem tincidunt varius. Praesent molestie placerat lacus ac mattis. Duis pellentesque bibendum congue. Suspendisse tincidunt lacus a massa pharetra id sagittis ipsum placerat. Donec scelerisque lobortis venenatis. Sed quam nisi, vestibulum consequat condimentum vel, fringilla ac massa. Best Interest Financial & Insurance Solutions Donec sodales, orci at lobortis mollis, dui lorem ultrices lectus, vel condimentum nibh tortor at leo. Morbi sagittis ultricies mauris in dapibus. Integer feugiat iaculis volutpat. Duis consequat nunc sit amet lectus ultricies tempor. Phasellus gravida, quam non tincidunt laoreet, arcu nunc molestie arcu, in faucibus quam massa nec eros. Duis ultricies consequat ligula sed molestie. Morbi elementum lacinia erat, et dapibus tellus auctor eget. Maecenas rutrum orci ac risus laoreet fringilla. Mauris vel urna lectus. Aenean eu justo volutpat enim feugiat laoreet. Donec purus dolor, iaculis in bibendum vel, iaculis eu sem. v Best Regards, John M. Doe John Michael Doe President and CEO FOLDER WITH LOGO LETTERHEAD WITH LOGO Best Interest Financial & Insurance Solutions Best Interest Financial 1235 Some Street Some Town, AZ Phone: (123) Fax: (123) John M. Doe Company CEO Best Interest Financial & Insurance Solutions John M. Doe Company CEO Best Interest Financial & Insurance Solutions (555) (555) Client Name, Lorem ipsum dolor sit amet, consectetur adipiscing elit. Cras vel enim lorem, adipiscing hendrerit dui. Suspendisse hendrerit ultricies risus a gravida. Sed dapibus pretium lacus, ac bibendum ligula tempus vel. Pellentesque vitae orci at velit iaculis sodales congue ac elit. Ut ac ipsum a tortor molestie tincidunt ac eget sem. Best Interest Mauris tempor massa vel eros vestibulum pharetra. Donec lobortis metus ut est tempus lacinia. Cum sociis natoque penatibus et magnis dis parturient montes, nascetur ridiculus Financial mus. Nulla & convallis, Insurance nunc Solutions molestie placerat vehicula, libero orci dapibus ipsum, in condimentum erat 1235 urna Some a dolor. Street, Sed Anytown, vehicula AZ ultricies rutrum. Pellentesque tincidunt tellus id metus pretium nec scelerisque nisi congue. Aliquam erat volutpat. Sed odio libero, laoreet at ultrices in, consequat id ligula. Pellentesque lectus dolor, varius at scelerisque nec, iaculis et mauris. Etiam interdum pulvinar laoreet. Class aptent taciti sociosqu ad litora torquent per conubia nostra, per inceptos himenaeos. Morbi non quam mi, quis dictum tellus. Donec vulputate, justo id vestibulum mattis, tellus lectus scelerisque augue, non dictum ligula felis in leo. Praesent porta ligula eu leo blandit consequat. Pellentesque consectetur consectetur sem tincidunt varius. Praesent molestie placerat lacus ac mattis. Duis pellentesque bibendum congue. Suspendisse tincidunt lacus a massa pharetra id sagittis ipsum placerat. Donec scelerisque lobortis venenatis. Sed quam nisi, vestibulum consequat condimentum vel, fringilla ac massa. LETTERHEAD & ENVELOPE Donec sodales, orci at lobortis mollis, dui lorem ultrices lectus, vel condimentum nibh tortor at leo. Morbi sagittis ultricies mauris in dapibus. Integer feugiat iaculis volutpat. Duis consequat nunc sit amet lectus ultricies tempor. Phasellus gravida, quam non tincidunt laoreet, arcu nunc molestie arcu, in faucibus quam massa nec eros. Duis ultricies consequat ligula sed molestie. Morbi elementum lacinia erat, et dapibus tellus auctor eget. Maecenas rutrum orci ac risus laoreet fringilla. Mauris vel urna lectus. Aenean eu justo volutpat enim feugiat laoreet. Donec purus dolor, iaculis in bibendum vel, iaculis eu sem. v BUSINESS CARD PROFESSIONAL BRANDING DESIGNED SPECIFICALLY FOR YOUR BUSINESS & associates Best Regards, John Michael Doe President and CEO

9 2000 N. Main St. Suite 100 Boston, MA Phone: E. Stadium Rd. Suite B-100 Indianapolis, IN Phone: Phone: (400) Fax: (600) AZ License: # John Williams President John Williams has been in the Financial Services Industry for over 22 years. John has been a branch manager for The Height of Excellence Financial Planning Group while hosting the live radio show "Smart Money" and the tv show "The Money Doctors". John has done hundreds of seminars for seniors on all aspects of money. John specializes in helping his clients graduate from the accumulation stage to the preservation stage of life. John also helps implement wealth transfer strategies to minimize all levels of taxation from income tax to Estate tax. John is also an expert on one of the newest strategies used by retirees, the Guaranteed Index Annuity. John Williams also sits on the board and is the secretary for Williams Mission. Williams mission helps raise money for orphans in Kenya as well as building schools, orphanages and drilling for clean water in Kenya. More links on John Williams: Retirement Planning Probate Free Legacy Tax Reduction Income For Life Appointment Reminder Name Date Time Location: 2000 N. Main St. - Suite 100, Boston, MA Map to this Office Notes Clear Solutions for Seniors can help you navigate your retirement because at Clear Solutions for Seniors, we specialize in wealth transfer & asset protection strategies and income planning. A+

10 PROFESSIONAL AGENT LITERATURE PACKS BRANDED SPECIFICALLY FOR YOUR BUSINESS & associates

11 Integrated Website Your Custom Integrated Website is designed around your logo and brand identity. The best websites are those designed to increase your credibility but more importantly, drive interest and generate new leads. These sites include special reports and opt in opportunities that have proven to increase your client list. Don t settle for a static web brochure! Get interactive and watch your success improve.

12 INTEGRATED WEBSITE EQUIPPED WITH FULLY CUSTOMIZABLE ABOUT US AND CONTACT US SECTIONS

13 The Single Call to Action Newsletter (SCAN)! This brand integrated monthly newsletter capitalizes on the SCAN concept that we pioneered! Remember your marketing campaigns must accomplish your goals every time. BUILD BRAND IDENTITY INCREASE CREDIBILITY DRIVE ACTIVITY The Single Call to Action Newsletter (SCAN) does all three with an elegant approach. Rather than overwhelm your customers with immense content, the SCAN method drives one idea and asks for one action from the client. Simplicity and activity are both captured here and your business will thrive as prospects and existing clients contact you for a specific solution to a specific problem. That s the winning formula. Your clients will learn your newsletter covers one topic and you have the solution. This will dramatically increase the percentage of people who read your newsletter and take action over time.

14 Milestone Marketing Videos (MMV) Video messaging imprints your personality on the mind of the viewer. Video captures your voice, your gestures, your face, your expressions, your eyes and more. They get a glimpse into your personality. This allows the viewer a deeper insight into who you are and what you are about. Combining relationship milestone videos with your other contact including phone calls, face to face meetings, speaking engagements, letters, newsletters, thank you cards and more give the client a completely different experience and participation in your brand identity and character. By blending our MMVs with your entire marketing package, you will be amazed at how rapidly your relationship builds with each person you come in contact with. The key is to reward each person for milestone moments in your relationship. As they come closer to you, your messaging and videos reinforce their actions. As you automate this process and include newsletters, phone calls, letters and thank you cards, the client will know you are authentic and dependable. The MMVs will accelerate their acceptance of your personality, leadership and recommendations. This elevates your business to greater productivity and deeper relationships for you.

15 Bringing it all Together! Client management system (CMS) from SuperAgentTools.com (SAT) The CMS system allows any agent or agency to properly manage their retail sales activity including managing and marketing to prospects, tracking pending business and following up on existing clients. The SAT CMS works as your trigger point to initiate your throughout the year. The best annual review you have ever had. As you track your activity, you can also produce aggregated reporting for each customer at any time showing them the value of any plans or policies you have placed with them. The CMS includes calendar follow up and notes history and is designed with the insurance producer in mind. Unlike generic systems, it is much easier to manage your data because it is insurance friendly.

16 M 3 Videos Phone Calls SCAN Newsletters Thank You Cards Branding & Identity Build Mass, Referrals, Great Relationships & Revenue! Personal Meetings Letters Integrated Website Company Brochure Concepts & Sales Inserts Components of the Create a gravitational pull for each relationship you develop! It s all about creating a scalable, profitable and systematic agency that lasts. To pull this off on your own, you would need an army of experts and hundreds of thousands of dollars. Working through our firm you accomplish it all with little or no cost and your new marketing effort becomes available instantly. Combining our award winning SuperAgentTools.com system with our digital design consultants, our client management system software, our business development department, our print on demand technology, our agent support team and the ology puts you in position to capture your full potential! Our team of experts will help you to plug in instantly and effortlessly. Your talents have gotten you this far. Your systems will take you to where few have ever gone before. Less than one half of 1% of agents consistently grows their company with scalability, profitability and a systematized practice designed to retain value that can be later capitalized. This is a winning strategy for repeating sales success, growing mass and leveraging your insurance practice so that you can achieve your full potential.

17 What are the value of these services? We save you thousands of dollars! Typically, the hourly rate charged by graphic designers ranges from $20 - $350, but averages $65 - $75 an hour nationwide, according to a 2012 survey by HOW magazine. The hourly rate is generally based on prevailing local costs as well as the designer s training, experience and reputation. Standard or simple projects might be billed at a flat rate, but most quotes are based on an estimate of the time involved multiplied by the designer s hourly rate. Designing a logo to symbolically represent your company starts around $150 - $450 for an online graphic design service using standardized templates. This sort of design is customized only in the sense that a pre-existing format is adapted for your specific business, but it is a great deal cheaper than a design concept created from scratch for your company. Hiring a professional graphic designer or firm to create a company logo runs anywhere from $500 - $2,000 or more depending on the number of initial concepts presented for review, the number of revisions, and the experience and reputation of the designer or firm. Some high-end design firms will charge $2,000 - $5,000 or more to design a logo. Designing business stationery from templates runs about $150 - $250, and may be included in the higher-priced logo design fees. Designing an 8-1/2x11 folding brochure is $30 - $450 for a customizing a standard template; hiring a graphic designer or a firm to create a similar brochure can run $300 - $600 or more depending on the complexity of the project, the number of colors and revisions, local rates and the designer or firm s experience and reputation. Hiring a local website designer for a small website design job can cost $500 - $1,500. Often you can find an independent web designer who advertises locally who can build a small site for $500 - $1,500. This would include some custom made graphics, navigation images and logos for a small site with 3-10 pages. Hiring a small, professional web design firm for a small site can cost $2,000 - $5,000. This could include custom made graphics, navigation images and logos for a small site with 3-10 pages. Don t forget about the time you would need to invest to educate an outsider on your industry. All of these decisions become fluid and easy because we serve only independent agents. You save thousands, you save hours, you make more profits!

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