What’s Next…

What’s Next…What the Best Advisors are Doing to

Prime for Themselves for Growth

Presented by: Marie Swift

Cover Stories March & September Issues

Download articles:

What’s Working Now What’s Next …

http://www.financial-planning.com/fp_issues/2009_3/what-works-now2661118-1.html

and

http://www.financial-planning.com/fp_issues/2009_9/whats-next-2663728-1.html

Sept – Five Smart Advisors

• Mike Flower/Brad Bofford – Fairfield, NJwww.financialprinciples.com

• Patricia Laramore – Ada, OK www.moneymatters.com

• Rich Lombardi/Don Patrick – Atlanta, GAwww.integrated-financial-group.com

• Clyde Wyatt – Dallas, TXwww.navigationfinancial.com

• Arthur Cooper/David McManus – Irvine, CA www.coopermcmanus.com

Sept – Four Coaches • Ginny Hudgens - Back Office Advisor

www.backofficeadvisor.com

• Laurie Gripshover – Resourceful Coachwww.resourcefulcoach.com

• Gary Davis Jr. – Beneficial Conceptswww.beneficialconceptsgroup.com

• Diane MacPhee – DMac Consultingwww.dmacconsulting.org

What’s Next …Strategy #1

Communicate Strategy #2

Build Dynamic Web Content Strategy #3

Build Strategic AlliancesStrategy #4

Dominate Your Niche Strategy #5

Provide Individual AttentionStrategy #6

Recruit New Advisors (Staff, Partners,Talent …)

Strategy #7 Maintain TraditionsStrategy #8 Know Yourself Strategy #9 Optimize Your Systems Strategy #10 Empower Your Staff Strategy #11 Believe in What You Do

Communicate

Town Hall Meetings• Less formal than seminar

• Some Prepared Comments• More Q&A• Roundtable setting ok• Classroom setting ok• Small or large group ok• Clients = bring a friend• Strategic Partners +

Getting the Word Out

New Twist on Town Hall

Client Surveys…Onlinewww.SurveyMonkey.com

Professional Subscription: $19.95/month• Up to 1000 responses per month• No long-term contracts• Cancel at any time• Unlimited number of surveys• Unlimited number of pages and questions• Completely unbrandedBasic Subscription: Free• Your surveys include promotion for surveymonkey.com• Survey responses remain private

• Limit: 10 questions and 100 responses per survey

Outsource Client Survey

• Hire a third-party

• Get more free survey tips at: www.advisorimpact.com/download/making_client_surveys_work.pdf

www.clientopinions.com www.advisorimpact.com

www.myclienttalk.com

Conduct a Client Survey

• Let clients know you care what they think

• Single topic or multiple questions

• Mail-out with Fax-back or mail-back options• 3 Question survey

– Start / stop / continue

• Online surveys - quick and easy

– Easy to set up and send

– Easy to track results in real time

– Free or low cost

Benefits of Asking for Feedback in Down Market

By Julie Littlechild

Play audio at: www.marie-swift.blogspot.com

Build Dynamic Web Content

A Little Friendly Persuasion

"Web 2.0"• Defined: the second generation of web

development and web design that facilitates information-sharing and collaboration on the World Wide Web.

"Web 2.0"• Basically taking the web from a one-way

medium to a two-way medium.

Social Networking in Plain English – Great

Videos

Transcript:

http://commoncraft.com/transcript-social-networking-plain-english

Video:

http://www.commoncraft.com/video-social-networking

LinkedIn.com• Over 40 million people on LinkedIn

• Mainly used for professional networking

• 170 different industries

• 1.5 mil in Financial Services

• Usually 1st on Google Search

http://www.youtube.com/watch?v=IzT3JVUGUzM

www.Twitter.com/marieswift

www.Twitter.com/finplan

Start Your Own YouTube Channel

Good Online Presence• www.dadsdivorce.com• www.twitter.com/family_finances• www.familyinvestmentnetwork.com• www.familyinvestmentcenter.blogspot.com • www.afn-net.com • www.coachbrett.com • www.twitter.com/brettellen • www.thewealthspa.com

Family Investment Center – Family Investment Center – In the NewsIn the News

Family Investment Center – Family Investment Center – NewsletterNewsletter

Family Investment Center – Family Investment Center – Audio InsightsAudio Insights

The Wealth Spa – Home PageThe Wealth Spa – Home Page

AdviceOnly.Net - Jim LudwickAdviceOnly.Net - Jim Ludwick

Kahler Financial Group - Home

Financial Awakenings – Kahler blog

Kahler Blog – Flip Video / Video Blog

Kahler In the News – TV Clip

Using the Web to Market

• www.boulevardR.com• www.blogspot.com• www.twitter.com• www.audioacrobat.com• www.theflip.com• www.brainshark.com• www.viddler.com • www.aweber.com

Build Strategic Alliances

Dominate Your Niche

Provide Individual Attention

Recruit New Talent

Buyer Prepare• More buyers than sellers

• Position yourself as buyer of choice

• Bring the plan to the seller – make easy

• Pro-active approach to networking

• Listing services (e.g., FP Transitions)

• Top of mind awareness

• Opportunities crop up

Maintain Traditions

Know Yourself

Optimize Your Systems

Empower Your Staff

Believe In What You Do

Helpful Links• What Works Now - Financial Planning magazine article by Marie Swift

http://www.financial-planning.com/fp_issues/2009_3/what-works-now2661118-1.html

• Ties that Bind – Morningstar Advisor article by Marie Swift http://advisor.morningstar.com/articles/article.asp?s=0&docId=16013&pgNo=0

• Happy New Year? – Research magazine article by Marie Swift http://www.researchmag.com/cms/research/monthly%20issues/Issues/2009/01/Columns/Focus%20on%20Financial%20Planning/RA_C_FP

• Reaching Out in Times Turmoil – Morningstar Advisor article by Marie Swift http://www.morningstaradvisor.com/articles/article.asp?docId=15860&s=0&pgNo=0

• What’s Next - Financial Planning magazine article by Marie Swift http://www.financial-planning.com/fp_issues/2009_9/whats-next-2663728-1.html

BackOfficeAdvisor.com

BeneficialConceptsGroup.com

ResourcefulCoach.com

DMacConsulting.org

ImpactCommunications.org

www.AdvisorPod.com

www.Twitter.com/FPassociation

Reminder:

Marie Swift, PresidentImpact Communications Inc.

2007 West 91st Street, Ste. 201Leawood, KS 66206

Phone: (913) 649-5009marieswift@impactcommunications.or

gwww. ImpactCommunications.org

Catch Marie Swift at …• Tiburon CEO Summit October 5-8, 2009 • FPA Anaheim October 10-13, 2009• Advisor Solutions Network – Atlanta November 6-8, 2009• T3: The Conference – San Diego February 17-20, 2010• FPA Business Solutions – Dallas March 1-3, 2010