Marketing. Yourself FOR INTERNAL USE ONLY - NOT FOR USE WITH THE PUBLIC

Transcription

1 Achieve Marketing Yourself Success FOR INTERNAL USE ONLY - NOT FOR USE WITH THE PUBLIC

2 Marketing Yourself Enclosed is information regarding the marketing materials and programs that are available to you through TriplePlay Financial Marketing. This material is designed to support your current markets and to give you an overview of TriplePlay s marketing programs and resources. Please read through the information and contact our marketing team with any questions.

3 Short-Term Marketing Resources Short-term marketing resources are designed to help you with your immediate marketing and prospecting needs and help you keep your name in front of your clients and prospects. Short-term marketing resources that TriplePlay Financial Marketing supports: Advertising Agent Bio Cards Brochures Byline Articles Direct Mail Referral marketing pieces Public Relations Newsletters Web Sites Advertising/Press Release A press release is a simple, no-cost announcement or item of interest that can be published in the local media for no cost. TriplePlay Financial Marketing will create and submit a press release and photo to publications of your choice. Advertising through small, local publications can be an effective way to keep your name in front of your community and target markets. Pre-designed ads are available for customization through TriplePlay's marketing team. Types of publications that you may want to consider placing an ad or press release with include: Local Newspapers/ Publications Association Newsletter Church/Synagogue Bulletin Welcome Wagon Other Civic/Community Opportunities Trade Publications Announcement Cards/Bio Cards TriplePlay Financial Marketing will assist you in creating and printing announcement cards for your use as a new associate. In addition to announcement cards, bio cards that are designed to fit into your own customized brochure, are available through TriplePlay's marketing team. Realize The Potential

4 Direct Mail and Referrals TriplePlay Financial Marketing provides marketing support to help develop a marketing plan that utilizes one or all of the following pieces. Available mailing pieces include: Letters Service, Referral, CPA and Product Mailers Referral, CPA and Product Fulfillment pieces Personal Financial Planning Guide*, Estate Planning Guide, Planning Your Personal Investment Strategy* and Retirement Planning Guide. Please contact our TriplePlay marketing team to view a more complete listing of customizable mailing pieces. Byline Articles Byline articles are pre-written, compliance-reviewed articles available for use in publications, mailings or as handouts. TriplePlay Financial Marketing provides 27 reviewed articles. Web Sites Advisors can create their own web site using TriplePlay s custom web site templates. TriplePlay Financial Marketing will help you fill content of your web site. Web Site Features include Personal Information, Calendar of Events, Research Center, Calculators, Newsletters, Market Indexes, CPA Target Marketing, Financial Strategies and Seminar Calendar Cost $389 for set up and $39.95 monthly maintenance Additional newsletters (hard copies) can also be ordered For additional web site details, please see our marketing team. Customize Your Material TriplePlay has an array of pre-designed marketing pieces, available through our marketing team, that will allow you to create your own customized marketing materials. Once you have customized a marketing piece, it is automatically given to you in a print-ready format, without any additional work for you. TriplePlay Financial Marketing provides assistance in developing your design to get your message across to your clients. Pre-designed material topics include: CPA Target Marketing Consumer Ads Product Specific Material and Name Recognition Material Announcements Seminar Selling Qualified Plans Recruiting Byline Article Templates Service Materials Keys to Successful Marketing: Integrated, Sequential, Long- and Short-Term Marketing Programs

5 Long-Term Marketing Resources Long-term marketing resources are designed to help you build future business, expand your current markets, and work with new markets. Long-term marketing resources that TriplePlay Financial Marketing supports include: Planning Sessions With Our Marketing Team Seminar Marketing Seminar Marketing Seminar marketing is an excellent way to get in front of a large group of prospects. It s also an excellent way to build your professional credibility. TriplePlay Financial Marketing has several turnkey seminars available to you. A detailed listing of seminars and support materials is available through your marketing team. Non-Proprietary Seminars Seminars include support materials such as seminar planning guides, presentations with scripts, invitations, handouts and workbooks. Additionally, TriplePlay Financial Marketing can provide a speaker for in house seminars for larger firms. Available seminar topics include, but are not limited to: Marketing Sales Product Long-Term Care, College Funding, Retirement Plan Distributions, Tax Strategies, Annuities, Estate Conservation, Charitable Giving, Employment Transitions and Financial Management. Contact our marketing team for more information on seminars available for use.

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