Presentation is loading. Please wait.

Presentation is loading. Please wait.

• Marketing Plan 2015 – 2016 Acquisition RI Example Practice

Published byBrice Norton Modified over 9 years ago

Similar presentations

Presentation on theme: "• Marketing Plan 2015 – 2016 Acquisition RI Example Practice"— Presentation transcript:

1 • Marketing Plan 2015 – 2016 Acquisition RI Example Practice
Tactical Activity Description Target Objectives Measures Marketing Tools J F M A S O N D Seminar series Family Succession Planning Highlight importance of FSP Role of a Will Open up family discussions Existing clients and their families: 10 families per quarter to attend Leads: 3 new FSP meetings per quarter Conversion: 2 new clients with SoA per quarter Family Succession Planning campaign includes: Flyers DM letters Slide presentation Postcard • Cash flow Demo MoneySoft tool Highlight importance of budgeting Ease of managing cash flow online Existing clients & their friends. Prospect pipeline: 15 attendees per seminar per month Leads: 5 new MoneySoft accounts set up each month Conversion: 2 new client meetings each month Cash flow campaign includes: White Paper Direct mail SMSFs Opportunity to manage your own super Benefits of an SMSF Outline who SMSF suits Prospect pipeline: 10 new enquiries from direct mail campaign Leads: 3 new meetings to discuss SMSF Conversion: 2 new clients with SoA SMSF campaign material includes: Fact sheets Advertising Estate Planning for Life Importance of a complete EP How EP affects the whole family Why it is better done sooner 4 new enquiries from prospects who have seen the advert Leads: 2 new client meeting Conversion: 1 new client with SoA Adverts for: Local newspaper Sponsor newsletter Website Auto-responder series Introduce the adviser Highlight the value of financial advice Explain the breadth of your services Prospect pipeline. 10 new enquiries Leads: 5 new client meetings booked RI Roadmap utilising the Concep platform Activities concerned with sourcing new clients. There are two main acquisition strategies to assist a business to increase turnover: Increase the lead and enquiry rate Increase the conversion rate of leads and enquiries Direct e.g. direct mail campaign, advertising, editorial in local publication Indirect e.g. e-insight newsletter to your COI database Internal e.g. referral campaign – your staff as your advocates

2 • Marketing Plan 2015 – 2016 Retention RI Example Practice
Tactical Activity Description Target Objectives Measures Marketing Tools J F M A S O N D Briefing seminar Federal Budget Update Key impacts of Fed Budget How it affects clients Where to next Existing clients. 20 clients to attend the seminar Leads: 3 client review meetings booked Result: 2 client SoA’s updated Federal Budget campaign includes: Fact sheets Video Slide presentation • Client Comms Program Communications strategy to educate and keep top of mind with clients Existing clients. 1 enquiry per month Sticky clients, frequent communication with clients Result: Consistently high open rate, low client attrition Monthly Editorial Monthly Tech / Investment Update Qtly inTouch EOFY flyers Inform clients of EOFY options Highlight changes that may affect them Call to action Existing clients. 5 enquiries post-campaign activity Result: 2 client SoAs updated or service packages changed Salary Sac. Spouse Cont. Govt Co-Cont. Personal Cont. Super Splitting EOFY tax strategies EOY flyers Inform clients of EOY discussions Why it is important to think about now Budgeting EOY tax strategies Estate planning Aged care Client appreciation night Build loyalty Thank them Opportunity to network Introduce your referral partners A Class Clients Leads: 10 potential clients introduced through existing clients Result: 5 referral meetings booked Movie night, wine & cheese night, trivia night, breakfast event, family picnic day Activities concerned with retaining the current level of recurring income you receive from clients. This is a primary driver of business value and profitability. Ongoing communication e.g. market update comms, printed copies of inTouch every quarter Relationship development e.g. breakfast briefing, re-affirming the value you add to clients, affirmative language

3 • Marketing Plan 2015 – 2016 Activation RI Example Practice
Tactical Activity Description Target Objectives Measures Marketing Tools J F M A S O N D Targeted Marketing Campaign - Super Top-up Importance of super Highlight diff strategies for clients Call to action: contact adviser All OneAnswer Clients. 10 new enquiries Leads: 4 client review meetings Number of opens (tracked) & client enquiries OnePath campaign materials include: Flyer template • - Women Increase awareness of issues for this segment Value of financial advice Strategies available All existing female clients Leads: 5 new enquiries from existing clients Result: 2 client SoAs updated or service packages changed Women campaign materials include: Flyers Whitepaper Website – micro site Activities concerned with increasing the amount of money the clients spend. There area three strategies to assist a practice to increase turnover: • Cross-selling other products and services • Up-selling to a product / service you have a greater profit margin on • Increasing prices of current products or services • Charging for items you did not previously charge for (but does this decrease the value you add?) Cross sell e.g. risk services to investment clients Up sell e.g. move into ongoing service or platinum client program Price increase

4 • Marketing Plan 2015 – 2016 Brand RI Example Practice
Tactical Activity Description Target Objectives Measures Marketing Tools J F M A S O N D Website Web enhancement plan to better profile and position practice as advice specialists All clients, prospects, referral partners Leads: one new enquiry per month Conversion: 4 new clients per year from web enquiries WebEdge • Explainer video Branded video that is low cost, low effort for you & innovative. It is a good conversation piece Leads: one new enquiry per month from viewing video Conversion: 4 new clients per year Client survey as part of Roadmap package. Upload to website & LinkedIn page. Run on your reception TV Why video Showcase your personality and profile strengths All clients, prospects, website Conversion: 6 new clients per year Outshine Media Production Client survey Survey as part of Roadmap project: what do clients really think? All existing clients 50% response rate Measure the results year on year and look for 20% improvement Client survey as part of Roadmap package – sent through online platform LinkedIn guide Helping you develop your LinkedIn profile to build your personal brand Leads: two new connections per month Conversion: 3 new clients per year Part of RI Roadmap – no cost and low effort for you

Download ppt "• Marketing Plan 2015 – 2016 Acquisition RI Example Practice"

Similar presentations

B2B Go-To-Market Strategy

B2B Go-To-Market Strategy
Creating Vibrant Catholic Schools: Marketing Planning, Execution & Evaluation.

Creating Vibrant Catholic Schools: Marketing Planning, Execution & Evaluation.
New Mexico Utility Shareholders Alliance October 7, 2009.

New Mexico Utility Shareholders Alliance October 7, 2009.
PRSA Student of the Year Competition. Introduction I approached this project as a patient looking for information on community service programs. By surveying.

PRSA Student of the Year Competition. Introduction I approached this project as a patient looking for information on community service programs. By surveying.
What is marketing? Marketing is the management process that identifies, anticipates and satisfies customer requirements profitably. Marketing focuses.

What is marketing? Marketing is the management process that identifies, anticipates and satisfies customer requirements profitably. Marketing focuses.
Intelligent Online Marketing Local Digital Advertising Specific To Your Business Presented by: Dexter Nelson Live Minder Trend Analysis & Marketing.

Intelligent Online Marketing Local Digital Advertising Specific To Your Business Presented by: Dexter Nelson Live Minder Trend Analysis & Marketing.
Secrets Of Success “Concept To Cash from your passion”

Secrets Of Success “Concept To Cash from your passion”
Introduction to Social Media for Business Andrew Greenyer Director, Raise the Roof Marketing 1.

Introduction to Social Media for Business Andrew Greenyer Director, Raise the Roof Marketing 1.
The Power of Email and Social Media Marketing to Boost your Business presented by:

The Power of and Social Media Marketing to Boost your Business presented by:
Elevator Pitch For both commercial and residential clients looking for fun, fresh and unique mid to high end range interiors furnishings. Sparkk is a.

Elevator Pitch For both commercial and residential clients looking for fun, fresh and unique mid to high end range interiors furnishings. Sparkk is a.
Driving Franchised Dealer Market Awareness Justin Wilson.

Driving Franchised Dealer Market Awareness Justin Wilson.
The Key to Sustaining Membership Friday, February 24, 2012 Phyllis Shurn-Hannah, NE Regional FSD Regional Council Summit February 24 – 25, 2012 Grapevine,

The Key to Sustaining Membership Friday, February 24, 2012 Phyllis Shurn-Hannah, NE Regional FSD Regional Council Summit February 24 – 25, 2012 Grapevine,
Crown Business Advisor Training Administration. Agenda 1.Communication 2.IT 3.Finance 4.Products 5.Social Media 6.Advertising / Marketing 7.Seminars.

Crown Business Advisor Training Administration. Agenda 1.Communication 2.IT 3.Finance 4.Products 5.Social Media 6.Advertising / Marketing 7.Seminars.
Alliance Took Kit Neil O’Grady. 1 The opportunity Over the last 42 months there is more than enough evidence… Use it as a guideline Compilation of Best.

Alliance Took Kit Neil O’Grady. 1 The opportunity Over the last 42 months there is more than enough evidence… Use it as a guideline Compilation of Best.
Marketing Services Associates Opportunity – March, 2011.

Marketing Services Associates Opportunity – March, 2011.
Building Value For Your Clients November 19, 2013.

Building Value For Your Clients November 19, 2013.
Generating Leads that Generate Results BKR Marketing WebMeeting 3/06/2013.

Generating Leads that Generate Results BKR Marketing WebMeeting 3/06/2013.
Plan for Success. A Business vs A Bigger You It takes 3 roles to build a business 1.Technician / Tradesman(woman) Understands how to do the work the business.

Plan for Success. A Business vs A Bigger You It takes 3 roles to build a business 1.Technician / Tradesman(woman) Understands how to do the work the business.
BulletinHealthcare How all the tactics fit together to achieve growth Jim McDonough.

BulletinHealthcare How all the tactics fit together to achieve growth Jim McDonough.
College of Arts and Social Sciences 2011 Postgraduate Coursework Campaign Presented by Kathleen Rolfe Manager, Marketing & Communications August 2011.

College of Arts and Social Sciences 2011 Postgraduate Coursework Campaign Presented by Kathleen Rolfe Manager, Marketing & Communications August 2011.

Similar presentations

Ads by Google