LIVE IN L.A. Your all access pass to complete Wealth Management Eric Lauzon, Regional Vice-President, Eastern Canada Assante Advisors: Keith Donoghue and.

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Presentation transcript:

LIVE IN L.A. Your all access pass to complete Wealth Management Eric Lauzon, Regional Vice-President, Eastern Canada Assante Advisors: Keith Donoghue and Sam El-Chaer Prospecting Success: Active vs. Passive Marketing

Marketing vs. Prospecting Marketing: –The commercial processes involved in promoting, selling and distributing a product or service. Most companies have a manager in charge of marketing. Sell: –a. To bring about or encourage sales of; promote: Good publicity sold the product. –b. To cause to be accepted; advocate successfully: We sold the proposal to the school committee. Prospect: –To search for or explore (a region) for mineral deposits or oil. 2 Prospecting Best Practices

Prospecting Strategies & Success Stories Keith Donoghue –St-Laurent, QC –20 years experience –47% AUA last three years –Average $4M net sales per year Sam El-Chaer –St-Laurent, QC –13 years experience –150% increase AUA last five years –Average $4.6M net sales per year 3

1. Ads Number of activities Investment of time & money Return on activity Ads in niche publication 3. Targeted mailings from database 4. Targeted seminar 5. Meetings with Niche COI 6.Telemarketing Niche Marketing ROI and ROA Prospecting Best Practices

5 RankAADB Start DateAdvisor NameDominant MarketingSecondary Marketing G. L. TVNiche J. D. Referrals D. J. NicheNetworking, COI M. L. Niche G. B. Mining M. F. Mining J. T. COIReferrals E. L. NetworkingCOI K. W. COI Referrals, Advertising, Seminars Marketers, Large (75+) books (9/13) Top 50 net sales of 2012

6 Rank AADB Start Date Advisor NameDominant MarketingSecondary Marketing T. SocialNetworking G. M. SeminarsNiche D. T. Niche marketing R. A. Mining R. W. MiningReferrals P. G. MiningCOI I. G. Mining D. P. MediaSocial N. Y. COINetworking Marketers, Medium books (9/22) Top 50 net sales of 2012

7 Rank AADB Start Date Advisor NameDominant MarketingSecondary Marketing J.-P. N.Telemarketing residences N. L.Telemarketing residences R. A.Telemarketing residences A. Telemarketing residencesTelemarketing Business J. V.Niche Marketers, Small (<30) books (5/15) Top 50 net sales of 2012

Thank you For advisor use only Assante Wealth Management’s advisory services are offered through Assante Financial Management Ltd., Assante Capital Management Ltd. and Assante Estate and Insurance Services Inc. Assante Estate and Insurance Services Inc. is owned by Assante Financial Management Ltd. and Assante Wealth Management (Canada) Ltd. ®The Assante symbol and Assante Wealth Management are registered trademarks of CI Investments Inc., used under licence.