1. Branding YOU What is Your Unique Selling Proposition (USP)?
I, __________________________________, AM:
(Your name or practice name)
___________________________________________

2. What is Your Unique Selling Proposition (USP)?
Branding YOU
What is Your Unique Selling Proposition (USP)?
Experience: Education, Years of Experience, Affiliations, Ongoing Training
Personality & Environment: Good Listener? Trustworthy? Warm? Responsible? Community Leader? Image? Quiet? Deep?
Results from Existing Clients: Money Saved, Experience (vs. prior accountant)
Services: Tax Planning, Audit Representation, College Financial Planning
Method: Proactive v. Reactive, Frequent Communication, Responsive

3. Targeted Marketing Plan Template
EXISTING CLIENTS
TARGET #1
TARGET #2
TARGET #3
Potential :
- Dollars ($-$$$)
- Satisfaction (* - ***)
Basic Profile:
- Who I am
- How I choose advisors
Hierarchy of Needs
(examples)
Marketing Plan (examples)
Stay in touch:
Wire Service
Tax Outlook Letter
Call priority clients
Referral program
Relationship marketing:
Networking
Referrals
Linked-In
Seminar at Homebuilders assoc. meeting: “What to do before year-end!”
Personal letter
Newsletter (ongoing)
Cost
Compliance
Responsiveness
Partner
Proactive Planning
Understanding of Business
Avoid Pain
Cost
Speed
Trusted Advisor
Tax Planning ?