How to Bring Visibility to Your Business - Equisoft · Business Strategist and Certified Coach,...

How to Bring Visibility to Your Business

Thursday, March 22, 2:00 PM - 3:00 PM EDT

Ray AdamsonChief Customer Officer

Sara GilbertBusiness Strategist and Certified Coach

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HOUSEKEEPING

Housekeeping

•This webinar is being recorded

•All attendees will receive the recording

•You can ask questions during the webinar via the questions box

© 2018 Kronos Technologies inc.

TODAY’S EXPERTS

About our experts

Sara GilbertBusiness Strategist and Certified Coach, Strategist Business Development

Sara is the Founder of Strategist Business Development, a firm dedicated to helping entrepreneurs build and grow their business, while enjoying a meaningful life. A graduate from John Molson School of Business, she earned several top designations in the elite wealth management field (FMA, FCSI, CIWM) and is also certified in NLP (neuro-linguistic programming) both as a personal and professional coach. Sara is a member of the Forbes Coaches Council - an invitation-only community for leading businesses.

Her hands-on approach helps clients significantly increase their business revenues, develop new brands or enhance existing brands, monetize their messages, create lucrative systems to bring efficiency in their business, reposition themselves as leaders in their industries – and more.

Ray AdamsonChief Customer Officer, Kronos Technologies

For over twenty years Ray Adamson has held senior leadership roles in the financial services industry. At companies like Kronos Technologies, Bluesun, Great West Life and the Covenant Group, he has worked to implement national practice management strategies, increase client acquisition and retention, and build out sales capabilities. As an advisor, consultant, practice management coach and speaker, he has helped management and advisors at the largest carriers and distributors in North America take their business to the next level. 

As Chief Customer Officer at Kronos Technologies, Ray works with carriers, distributors and advisors—helping them leverage Kronos’ suite of industry specific web applications to manage and grow their businesses.

© 2018 Kronos Technologies inc.

KRONOS TECHNOLOGIES

About Kronos Technologies

•Quebec City based company with a strong presence across Canada

•founded in 2000 and focussed exclusively on software for financial services since 2004

•approximately 10,000 users

•Applications tailor-made for the needs of financial advisors and mutual funds representatives

•100% Web-based technology

•Key Products: Kronos Finance and Kronos FNA

•www.kronostechnologies.com

© 2018 Kronos Technologies inc.

AGENDA

• Introduction

• Visibility and business development

• Registration questions

• Questions

© 2018 Kronos Technologies inc.

INTRODUCTION

© 2018 Kronos Technologies inc.

A consistent marketing strategy utilizing complimentary tactics is a key to driving growth and profitability in your business. As Sara shares her presentation today, ask yourself the following:

"What am I currently investing in my marketing, and how am I measuring my ROI, and my ROE?"

Three measures for business growth:

Attraction

Consumption

Retention

...stop being the best-kept secret...

TODAY’S REALITY

RÉALITÉ ACTUELLE

VISIBILITY & BUSINESS DEVELOPMENT

CLARITY …a confused mind never buys…

THE FOUNDATION OF YOUR VISIBILITY

A CLEAR AND DISTINCTIVE positioning

A CLEAR AND DISTINCTIVE POSITIONING

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IDEAL CLIENT

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IDEAL CLIENT•

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A MESSAGE that connects

STOP SELLING THE PLANE!

A BRANDthat resonates

THE IMPORTANCE OF BRANDING

FOCUS...is to say yes to what matters and

no to the rest...

GUIDELINE OF YOUR VISIBILITY

WHATto share?

3 OPTIONS

NECESSARY RESOURCES

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TYPES OF CONTENT

TYPES OF CONTENT

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WHEREto share?

CREATING YOUR OWN PLATFORM

USING SOCIAL MEDIA

CONTRIBUTING TO EXISTING PLATFORMS

INCORPORATION

ACTIONS…ideas are nice, execution is better...

PRACTICALtools

HOOTSUITE

SNIPLY

BITLY

...stop being the best-kept secret...

Registration Questions

© 2018 Kronos Technologies inc.

REGISTRATION QUESTIONS

Which marketing tactics would you use in a small town where you've already been in business 25+ years, and where you're one of three insurance/investment companies and there are also four large banks?

Registration question #1

© 2018 Kronos Technologies inc.

REGISTRATION QUESTIONS

What if we have a limited or no budget for marketing?

Registration question #2

© 2018 Kronos Technologies inc.

Questions?

© 2018 Kronos Technologies inc.

Thank you!

+© 2018 Kronos Technologies inc.

Ray AdamsonChief Customer Officer Kronos Technologies

https://kronostechnologies.com

Sara GilbertBusiness Strategist and Certified Coach

Strategist Business Development

https://strategist.cc/