1. State of the art communication and lead generation tool

4. Your Clients want Options  Email  Social Media –Facebook –Linked In –Twitter  Face to Face Clients want and expect choice in today’s environment

5. Your Options are limited  Resource – i.e. do it yourself  Outsource – i.e. get PPP to do it for you

6. Why do you need an effective Client and Social Media communication strategy?  Increased communication with existing clients reinforces your brand and the services you provide  It reinforces trusted relationships  Increase revenue opportunity by cross selling your entire services to existing clients and prospective clients  Diversify income streams  Increase your online brand awareness - greater exposure to potential business

7. Social Media takes time!

8. Building a Social Media Community PPP helped a Queensland firm search for potential new clients to start engaging via social media. The search was based on:  Young professionals  Aged between 25 and 40  Living within a 40km radius of the firm. The search identified 26,000 potential clients meeting these criteria. Working together, the firm and PPP have now begun to engage with the 26,000 through the firm's social media pages with ongoing communication and incentives to drive traffic to their website. Case Study

9. Facebook example

10. LinkedIn example

11. Twitter example

12. SAMPLE CAMPAIGN

13. Lost Super and Unclaimed Monies Campaign Sent to 806 existing clients  86 clients clicked a link for more information about finding their Lost Super  53 contact forms for Lost Super were submitted to the firm. A small number of clients did in fact find lost super or unclaimed monies in their name.  4 clients have booked appointments for a review of their current superannuation and financial situation  2 clients have sought advice on life insurance Result: 6 leads generated that will potentially result in new business for the firm Case Study

16. PPP is flexible for all of your business communication requirements Newsletters Client Updates / Educational articles Event invitations Direct sales revenue campaigns Lead generation campaigns Office / client announcements Quarterly, monthly, annually Proposed super changes RBA rate announcements Business seminars Direct life insurance Direct health insurance Tax Planning Lost super and super consolidation SMSF Estate planning / will kits Retirement planning Client birthday emails Client data collection Auto respond emails Promoting your clients business Special holiday messages - Christmas