How To Sell Your Business To A Potential Client

Transcription

1 MARKETING

2 INCREASE YOUR RETURN ON INVESTMENT SHOWCASE YOU AND YOUR MESSAGE

3 ABOUT US 05 TEAM 06 CONCERT SAMPLES 07 INITIAL PACKAGE 08 CONCERT SAMPLES 09 ADVISOR SAMPLES 11 WEBSITE SAMPLES 14 WEBSITE OPTIONS 15

4

5 EVALUATE YOUR: - Current situation - Goals MONITOR PLAN PROVIDE OPTIONS - Marketing plan IMPLEMENT PLAN WHO ARE WE? WHAT DO WE DO? WHO DO WE DO IT FOR? HOW DO WE DO IT? CONCERT Advisor Marketing is full service, creative, graphic design, and marketing agency that builds marketing strategies to separate Financial Advisors from their competition. From custom logo design to brochures to company websites, we tell your story and help develop the image you want to project to prospects as well as clients. CONCERT Advisor Marketing works with Financial Advisors who are in transition to independence or already independent Advisors. We create a customized marketing plan and strategy for your specific needs. Our process allows you to measure, manage and improve your current or future business. Our goal is to help you grow and be successful.

6 TEAM ADRIANA HAMMOND Marketing Director Adriana is an industrial designer and multimedia specialist with an Integrated Marketing certificate from San Francisco State University. She has over 10 years of advertising and agency experience working in different areas of marketing and branding. She has worked for national and international clients managing marketing campaigns and strategies. Adriana is also a Financial Advisor. KIM GARDNER Technical Writer Kim has over 20 years technical publications experience. Prior to joining CONCERT in 2011, she worked as a technical writer at Microsoft IPTV. She has also worked at such companies as Hitachi Data Systems and at Fisher Investments where she helped establish a technical publications department. Kim has a B.A. in Journalism and an A.A. in English.

7 MARKETING TRANSITION PROCESS PRE-TRANSITION Brand and logo creation Stationery brand set up and custodian logo blast set up Website set up and development/transfer - Biography development (professional logo needed) RESIGNATION DATE Blast sent to clients Printed postcards sent to clients Biography uploaded to CONCERT WM or CONCERT Advisors (LPL) Press release sent to the media Advisor website turned on POST-TRANSITION A la carte marketing services Site maintenance CONCERT WM and Advisor sites Printing and shipping marketing materials Brand strategy COMPLIANCE approval from CONCERT, LPL, PKS and other custodians.

8 INITIAL PACKAGE We understand that your credibility is your most important asset, and there s no room for error when articulating your value proposition. That s why we ve designed a range of value-added marketing services to support the growth and development of your practice. In addition to our a la carte services and monthly packages we provide to our Advisors an initial transition package that includes: Printed business cards and printed envelopes Printed announcement postcard sent to your clients blast announcement sent to your clients Word letterhead and Word fax cover Biography and photo posted on CONCERT WM website (No design charges,printing and shipping charges apply)

9 SPECIALIST TITLE (IF ANY) Your Address, Suite # City, State Zip Code Tel I efax name.lastname@concertwm.com Advisory services offered through CONCERT Wealth Management, an SEC Registered Investment Advisor. INITIAL TRANSITION PACKAGE CONCERT BRAND Name, Credentials JOB TITLE CONCERT Company Consulting Name, Inc Address, Suite City, State Zip Name, Credentials JOB TITLE CONCERT Company Consulting Name, Inc SPECIALIST TITLE (IF ANY) Your Address, Suite # City, State Zip Code Tel I efax name.lastname@concertwm.com Advisory services offered through CONCERT Wealth Management, an SEC Registered Investment Advisor. Advisory services offered through CONCERT Wealth Management, Inc., an SEC Registered Investment Advisor. Printed Business Cards Printed envelopes Word letterhead and fax cover

10 NAME LAST JOINS NAME LAST JOINS Printed announcement postcard sent to your clients blast announcement sent to your clients. GoToMeeting meeting with clients to go over the packages. Biography and photo posted on CONCERT WM website Press release published on Financial publications

11 841 Apollo Street, Suite 320 El Segundo, CA Tel Toll Free Fax Advisory services offered through CONCERT Wealth Management, Inc., an SEC Registered Investment Advisor. INITIAL TRANSITION PACKAGE ADVISOR BRAND RENÉ NOURSE, CFP 841 Apollo Street Suite 320 El Segundo, CA RENÉ NOURSE, CFP 841 Apollo Street, Suite 320 El Segundo, CA Tel Toll Free Fax Advisory services offered through CONCERT Wealth Management, Inc., an SEC Registered Investment Advisor. Advisory services offered through CONCERT Wealth Management, Inc., an SEC Registered Investment Advisor. Printed Business Cards Printed envelopes Word letterhead and fax cover

12 Printed announcement postcard sent to your clients blast announcement sent to your clients. GoToMeeting meeting with clients to go over the packages. Biography and photo posted on CONCERT WM website Press release published on Financial publications

13 WE UNDERSTAND THAT YOUR CREDIBILITY IS YOUR MOST IMPORTANT ASSET, AND THERE S NO ROOM FOR ERROR WHEN ARTICULATING YOUR VALUE PROPOSITION. WE DELIVER INTEGRATED MARKETING CAMPAIGNS FOR FINANCIAL ADVISORS THAT CAN BE TRANSLATED ACROSS MEDIA PLATFORMS FROM WEB TO PRINT TO LIVE EVENTS.

14 SAMPLE ADVISOR SITES Urban Wealth Management Fontis Wealth Management Features Logo design by CONCERT Market Data section Features Featured videos Dynamic images, calculators Retirement Planning Advisors CONCERT Private Wealth Casilio Leitch WM Features Client Web Portal Web Forms Features Interactive functionality Drop down menus Features Shortcut toolbar Accordion effect

15 SITE OPTIONS 1. Customizable CONCERT WM Website. It allows advisors to customize and add the content they want to their site after Compliance approval. $25/month 2. Advisor Website: Website hosting hosting Website maintenance Domain and site transfer to CONCERT servers 3. Basic website design and development Website hosting hosting Website maintenance Logo design 5 pages: Home, About, Team, Services, Contact (see next pg. description) Initial domain purchase for a year (yearly renewal charges apply) Newsletters to clients (design and distribution Initial stationery branded package design (Printing/shipping not included) Business cards Letterhead/Fax cover Envelopes. Printed postcards/ blast to clients 3. Basic website design and development Website hosting hosting Website maintenance Logo design Advanced website design and development (+ 5 pages, extra programming required. (See next pg. description) Initial domain purchase for a year (yearly renewal charges apply) Newsletters to clients (design & distr.) Initial stationery branded package design (Printing/shipping not included) Business cards Letterhead/Fax cover Envelopes. Printed postcards/ blast to clients

16 SITE OPTIONS 5. Website basic design a la carte 5 pages: Home, About, Team, Services, Contact Link to popular websites Us feature Locate Us - Map to office (restrictions may apply) Request information form 6. Website advanced design a la carte Advanced website design and development Unlimited pages, content, images/ pictures Additional programming required: videos, forms, customization)

17 DEFINE AND ACHIEVE YOUR GOALS

18 1900 The Alameda 3rd Floor San Jose CA Phone: Fax: