The Infinite Challenge Presented by: Nelson Simoes, BBA, CFP

Overview Background Business Management Attitude

Background Education People Family Financial Services Industry Background

Industry Experience 5 Years in the industry Certified Financial Planner – 2006 Target Market: Professionals and Business Owners Background

Business Management Processes and Systems Marketing Business Tracking Business Management

Business Owner CEO Support Staff Marketing Human Resources Employee Accounting Receptionist Advertising Manager Business Management

Processes and Systems Business Management “Successful people develop habits of things that unsuccessful people don’t like to do”

Processes and Systems Activity Management Contact people Meet with people Prepare to contact or meet with people Business Management

Processes and Systems Financial Planning Process Business Management Well defined financial planning process Scripts Purpose, process, payoff

Processes and Systems Well defined client management system Client focused Personable service and communication Business Management Client Management

Marketing Business Management Stand out! Differentiate yourself Take what you see and make it better

Marketing Define your target market Website: Electronic Referrals NewslettersCommercialSeminars Client Events Charity Events Lunches, cards, gift certificates, notepads Get Involved! Business Management

Goal Setting Formal Business Plan –Marketing and operating budget, financial statements, objectives –Example Example Business Tracking Business Management

Business Tracking Review: analyze, evaluate Reassess: update, project Revive: energize, restart Business Management Track Your Progress Quarterly

Attitude “There are 2 types of people: those who talk about doing and those that just do it” “There are 2 types of people: those who talk about doing and those that just do it”

AttitudePerseveranceLeadershipIntegrity

The Infinite Challenge What’s next…..?