Maximize Your Time by Leveraging Technology Presented by: Nelson Simoes, BBA, CFP

Simple Economics Definition of economics: Definition of economics: –“…resources are in finite supply while wants and needs are infinite.” TIME is our greatest resource TIME is our greatest resource How can we leverage our most valuable asset? How can we leverage our most valuable asset?

Time Management Administration Servicing clients Office management Marketing Prospecting Business Development Meeting with people Non-Revenue Generating Activities Revenue Generating Activities

What is Your Time Worth? How many hours a week are you meeting with clients? How many hours a week are you meeting with clients? 15 meetings * 1 hr = 15 hrs per week 15 meetings * 1 hr = 15 hrs per week How many weeks a year are you working? How many weeks a year are you working? 48 weeks * 15 hrs a week = 720 hrs a year 48 weeks * 15 hrs a week = 720 hrs a year What is your annual income? $150,000 What is your annual income? $150,000 Your time is worth: Your time is worth: $150,000 ÷ 720 = $208 an hour $150,000 ÷ 720 = $208 an hour

Forms of Leverage Assistant Assistant Seminars, workshops, newsletters Seminars, workshops, newslettersnewsletters Client appreciation events Client appreciation events Client management programs Client management programs Blackberry Blackberry Video Commercial/Podcast Video Commercial/Podcast Website Website Website

Internet Statistics % of world population on-line: % of world population on-line: 71% 71% % of businesses with a website: % of businesses with a website:21% This is a huge gap…and a huge opportunity for you! This is a huge gap…and a huge opportunity for you!

Leveraging a Website Must lead people to it! Must lead people to it! Helps build: credibility, professionalism and trust Helps build: credibility, professionalism and trust Tells them: Tells them: –Who you are –What you do –Services you provides Generates leads and referrals Generates leads and referrals 24/7 presence 24/7 presence

My Web Statistics… In two years: In two years: –Over 6,900 page views –Over 218 on-line referrals Rate of return on investment…? Rate of return on investment…? Over 1700%!

Website Do’s It should reflect who you are and attract your target market It should reflect who you are and attract your target market Look professional Look professional Informative Informative Easy to review and user-friendly Easy to review and user-friendly Add value Add value Updated regularly Updated regularly Compliant Compliant

Website Don’ts Have too much wording Have too much wording Not be too elaborate or overly simplistic Not be too elaborate or overly simplistic

Benefits of Technology Maximize time (revenue) Maximize time (revenue) Effective and efficient Effective and efficient Streamline your business Streamline your business Reliable and dependable Reliable and dependable Professional Professional

Maximize Your Time by Leveraging Technology Invest in your business

Questions? Thank you