On the Call Brandon Hall Sarah Molitor Chief Information Officer bhall@firstheartland.com 636.695.2820 Sarah Molitor Training & Communication Specialist smolitor@firstheartland.com 636.695.2894

Goal Advisor will be able to make use of familiar and new technology to Build existing relationships Learn and implement sales opportunities Attract new clients

Agenda Find opportunities with existing data CRM Albridge Inforce Data Social Media Take advantage of free resources

Opportunities from CRM

Opportunities from CRM Basic Data: DOB, Phone Number, Address, Email, etc. Client Relationships: Family, Business Client touches: Phone Calls, Visits, Emails Insurance: Sync with FHC, have Product Type, Term Length… Securities: integrate data from Albridge Customized Data: Anything you want to report on Do they golf? Are they vegan? Do they have elderly parents? Do they plan to pay for children’s College?

Opportunities from Albridge

Opportunities from Inforce Data Get the info: FHC can provide you a list of all Life business placed Carriers can also give you a list of your inforce business Find the opportunity Term about to expire? Convertibility about to be limited?

Opportunities from Social Media What can it do? April 2016 – Study Group Blends traditional marketing with networking Helps direct people to you Offers two way communication Strengthens existing relationships Create and share content Research Meeting preparation Find prospective clients, warm introductions “Plant seeds for the future with Social Media” Find out how a fellow advisor uses social media to connect with current and prospective client Get tips from a social media expert on making the most of the LinkedIn platform (Click Here)

Free Resources LifeHappens.org (September 2015 Study group call) Carrier resources American General, Ameritas, John Hancock, Minnesota Life, Principal, several more Real Wealth Marketing FHC’s Website Blog, newsletters, webinar library.

www.lifehappens.org

Real Wealth® Podcast Episodes http://realwealthmarketing.com/fhc/ An online radio program (podcast) designed to touch clients and prospects each week with emotional audio content that motivates them to take action with you. Is Your House Really an Asset? with Robert Kiyosaki Is Owning Life Insurance Worth It? with Marv Feldman Estate Planning Mistakes of the Rich & Famous with Attorneys Danielle & Andy Mayoras Comeback America! with David Walker Could You Live Without Income? with Camille Snyder Maximizing Social Security with Robin Mueller

Packaged into easy-to-share emails and social media posts. Main Benefits for Advisors Cross-selling opportunities Increased client retention Exponentially more referrals Efficient & easy to use Stay in touch with leads New content!

FHC’s Website

Take that information further Electronic Marketing Tech Talk: November 2016: Automated Marketing Integration Tech Talk: January 2017: Make Your Tools Work Together

Questions?