THE MILLER GROUP MORGAN STANLEY SMITH BARNEY James Curry Miller First Vice President Jeff James MillerFinancial Advisor Father & Son Team that has our.

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Presentation transcript:

THE MILLER GROUP MORGAN STANLEY SMITH BARNEY James Curry Miller First Vice President Jeff James MillerFinancial Advisor Father & Son Team that has our own private business managing money for wealthy families and institutions Team works within the structure of the major New York Stock Exchange-listed firm Morgan Stanley Local presence with multinational reach and world- wide reputation Currently, Little Social Media Presence—client informational s and website

OUR BUSINESS Money is our raw material We interact with people in person and on the telephone Internet is the most important source of information for our clients Clients learn about us from their friends or from our involvement in the community. Nearly 100% of our new business comes from word of mouth/referrals We hold events to help educate and inform our clients and prospective clients.

BUSINESS GOALS To attract new clients. To market ourselves to prospective clients through providing them with information and personal contact (building a relationship). Show them what we can do for them and how we can help them. Keep current clients informed and up-to-date with current market trends and important information. Strengthen and enhance client relationships.

MAIN OBJECTIVE TO ENGAGE AND INFORM CURRENT CLIENTS AND ATTACT NEW CLIENTS

ABOUT US Jeff is 28 and fluent in technology. Curry is 60 and totally old-school, a personal contact business man.

What We Would Like to Learn Can Social Media help us increase our client base? Can Social Media help us improve our communication with current clients, strengthen our relationship with clients and keep them better informed?

Contact Information