44
How to Bring Visibility to Your Business Thursday, March 22, 2:00 PM - 3:00 PM EDT Ray Adamson Chief Customer Officer Sara Gilbert Business Strategist and Certified Coach +

How to Bring Visibility to Your Business - Equisoft · Business Strategist and Certified Coach, Strategist Business Development Sara is the Founder of Strategist Business Development,

  • Upload
    others

  • View
    2

  • Download
    0

Embed Size (px)

Citation preview

Page 1: How to Bring Visibility to Your Business - Equisoft · Business Strategist and Certified Coach, Strategist Business Development Sara is the Founder of Strategist Business Development,

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

+

Page 2: How to Bring Visibility to Your Business - Equisoft · Business Strategist and Certified Coach, Strategist Business Development Sara is the Founder of Strategist Business Development,

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.

Page 3: How to Bring Visibility to Your Business - Equisoft · Business Strategist and Certified Coach, Strategist Business Development Sara is the Founder of Strategist Business Development,

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.

Page 4: How to Bring Visibility to Your Business - Equisoft · Business Strategist and Certified Coach, Strategist Business Development Sara is the Founder of Strategist Business Development,

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.

Page 5: How to Bring Visibility to Your Business - Equisoft · Business Strategist and Certified Coach, Strategist Business Development Sara is the Founder of Strategist Business Development,

AGENDA

• Introduction

• Visibility and business development

• Registration questions

• Questions

© 2018 Kronos Technologies inc.

Page 6: How to Bring Visibility to Your Business - Equisoft · Business Strategist and Certified Coach, Strategist Business Development Sara is the Founder of Strategist Business Development,

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

Page 7: How to Bring Visibility to Your Business - Equisoft · Business Strategist and Certified Coach, Strategist Business Development Sara is the Founder of Strategist Business Development,

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

Page 8: How to Bring Visibility to Your Business - Equisoft · Business Strategist and Certified Coach, Strategist Business Development Sara is the Founder of Strategist Business Development,

TODAY’S REALITY

Page 9: How to Bring Visibility to Your Business - Equisoft · Business Strategist and Certified Coach, Strategist Business Development Sara is the Founder of Strategist Business Development,

RÉALITÉ ACTUELLE

Page 10: How to Bring Visibility to Your Business - Equisoft · Business Strategist and Certified Coach, Strategist Business Development Sara is the Founder of Strategist Business Development,

VISIBILITY & BUSINESS DEVELOPMENT

Page 11: How to Bring Visibility to Your Business - Equisoft · Business Strategist and Certified Coach, Strategist Business Development Sara is the Founder of Strategist Business Development,

CLARITY …a confused mind never buys…

Page 12: How to Bring Visibility to Your Business - Equisoft · Business Strategist and Certified Coach, Strategist Business Development Sara is the Founder of Strategist Business Development,

THE FOUNDATION OF YOUR VISIBILITY

Page 13: How to Bring Visibility to Your Business - Equisoft · Business Strategist and Certified Coach, Strategist Business Development Sara is the Founder of Strategist Business Development,

A CLEAR AND DISTINCTIVE positioning

Page 14: How to Bring Visibility to Your Business - Equisoft · Business Strategist and Certified Coach, Strategist Business Development Sara is the Founder of Strategist Business Development,

A CLEAR AND DISTINCTIVE POSITIONING

••••

Page 15: How to Bring Visibility to Your Business - Equisoft · Business Strategist and Certified Coach, Strategist Business Development Sara is the Founder of Strategist Business Development,

IDEAL CLIENT

Page 16: How to Bring Visibility to Your Business - Equisoft · Business Strategist and Certified Coach, Strategist Business Development Sara is the Founder of Strategist Business Development,

IDEAL CLIENT•

•  

Page 17: How to Bring Visibility to Your Business - Equisoft · Business Strategist and Certified Coach, Strategist Business Development Sara is the Founder of Strategist Business Development,

A MESSAGE that connects

Page 18: How to Bring Visibility to Your Business - Equisoft · Business Strategist and Certified Coach, Strategist Business Development Sara is the Founder of Strategist Business Development,

STOP SELLING THE PLANE!

Page 19: How to Bring Visibility to Your Business - Equisoft · Business Strategist and Certified Coach, Strategist Business Development Sara is the Founder of Strategist Business Development,
Page 20: How to Bring Visibility to Your Business - Equisoft · Business Strategist and Certified Coach, Strategist Business Development Sara is the Founder of Strategist Business Development,

A BRANDthat resonates

Page 21: How to Bring Visibility to Your Business - Equisoft · Business Strategist and Certified Coach, Strategist Business Development Sara is the Founder of Strategist Business Development,

THE IMPORTANCE OF BRANDING

Page 22: How to Bring Visibility to Your Business - Equisoft · Business Strategist and Certified Coach, Strategist Business Development Sara is the Founder of Strategist Business Development,

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

no to the rest...

Page 23: How to Bring Visibility to Your Business - Equisoft · Business Strategist and Certified Coach, Strategist Business Development Sara is the Founder of Strategist Business Development,

GUIDELINE OF YOUR VISIBILITY

Page 24: How to Bring Visibility to Your Business - Equisoft · Business Strategist and Certified Coach, Strategist Business Development Sara is the Founder of Strategist Business Development,

WHATto share?

Page 25: How to Bring Visibility to Your Business - Equisoft · Business Strategist and Certified Coach, Strategist Business Development Sara is the Founder of Strategist Business Development,

3 OPTIONS

Page 26: How to Bring Visibility to Your Business - Equisoft · Business Strategist and Certified Coach, Strategist Business Development Sara is the Founder of Strategist Business Development,

NECESSARY RESOURCES

Page 27: How to Bring Visibility to Your Business - Equisoft · Business Strategist and Certified Coach, Strategist Business Development Sara is the Founder of Strategist Business Development,

•••• …••

TYPES OF CONTENT

Page 28: How to Bring Visibility to Your Business - Equisoft · Business Strategist and Certified Coach, Strategist Business Development Sara is the Founder of Strategist Business Development,

TYPES OF CONTENT

Page 29: How to Bring Visibility to Your Business - Equisoft · Business Strategist and Certified Coach, Strategist Business Development Sara is the Founder of Strategist Business Development,

WHEREto share?

Page 30: How to Bring Visibility to Your Business - Equisoft · Business Strategist and Certified Coach, Strategist Business Development Sara is the Founder of Strategist Business Development,

CREATING YOUR OWN PLATFORM

Page 31: How to Bring Visibility to Your Business - Equisoft · Business Strategist and Certified Coach, Strategist Business Development Sara is the Founder of Strategist Business Development,

USING SOCIAL MEDIA

Page 32: How to Bring Visibility to Your Business - Equisoft · Business Strategist and Certified Coach, Strategist Business Development Sara is the Founder of Strategist Business Development,

CONTRIBUTING TO EXISTING PLATFORMS

Page 33: How to Bring Visibility to Your Business - Equisoft · Business Strategist and Certified Coach, Strategist Business Development Sara is the Founder of Strategist Business Development,

INCORPORATION

Page 34: How to Bring Visibility to Your Business - Equisoft · Business Strategist and Certified Coach, Strategist Business Development Sara is the Founder of Strategist Business Development,

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

Page 35: How to Bring Visibility to Your Business - Equisoft · Business Strategist and Certified Coach, Strategist Business Development Sara is the Founder of Strategist Business Development,

PRACTICALtools

Page 36: How to Bring Visibility to Your Business - Equisoft · Business Strategist and Certified Coach, Strategist Business Development Sara is the Founder of Strategist Business Development,

HOOTSUITE

Page 37: How to Bring Visibility to Your Business - Equisoft · Business Strategist and Certified Coach, Strategist Business Development Sara is the Founder of Strategist Business Development,

SNIPLY

Page 38: How to Bring Visibility to Your Business - Equisoft · Business Strategist and Certified Coach, Strategist Business Development Sara is the Founder of Strategist Business Development,

BITLY

Page 39: How to Bring Visibility to Your Business - Equisoft · Business Strategist and Certified Coach, Strategist Business Development Sara is the Founder of Strategist Business Development,

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

Page 40: How to Bring Visibility to Your Business - Equisoft · Business Strategist and Certified Coach, Strategist Business Development Sara is the Founder of Strategist Business Development,

Registration Questions

© 2018 Kronos Technologies inc.

Page 41: How to Bring Visibility to Your Business - Equisoft · Business Strategist and Certified Coach, Strategist Business Development Sara is the Founder of Strategist Business Development,

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.

Page 42: How to Bring Visibility to Your Business - Equisoft · Business Strategist and Certified Coach, Strategist Business Development Sara is the Founder of Strategist Business Development,

REGISTRATION QUESTIONS

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

Registration question #2

© 2018 Kronos Technologies inc.

Page 43: How to Bring Visibility to Your Business - Equisoft · Business Strategist and Certified Coach, Strategist Business Development Sara is the Founder of Strategist Business Development,

Questions?

© 2018 Kronos Technologies inc.