3/31/2017. MARKETING YOUR PRACTICE 101 Ideas in 50 Minutes GOAL: C L I C K T O E D I T M A S T E R T I T L E S T Y L E

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1 MARKETING YOUR PRACTICE 101 Ideas in 50 Minutes GOAL: C L I C K T O E D I T M A S T E R T I T L E S T Y L E TO ATTRACT WEALTHY CLIENTS CLICK TO EDIT MASTER SUBTITLE STYLE You ve been identified as a HEAVY HITTER and we want to talk with you. Subtle focus on us Stong emphasis on them 1

2 You have worked hard and accomplished much. Let us help you PROTECT your assets. Do you have a clear vision of what your retirement looks like? Let us help you shed light on your financial future While it can be fun taking a shot at winning "Mega Millions" once in a while, you never want to gamble on your financial future. My gift for you this month is this classic, one of a kind leather journal. The concept is it gives you a great place to document your thoughts, ideas, dreams, questions and concerns regarding what your financial future will look like. P.S. In the event you do have a winner in your lottery tickets, we will expect to see you sooner rather than later. 2

3 Want To Talk? It s As Easy As 1,2,3. Enclosed is a real cell phone, already activated, charged, loaded with pre-paid minutes and ready to go with a pre-programed speed dial set directly to our office. When you are ready to let us show you what we can do for you, we are making it as easy as possible for you to get a hold of us on your time frame whenever you are ready. PPAI: Promotional Products Association International And the winner is.. 3

4 Tell Your Story! A.C.E. C L I C K T O E D I T M A S T E R T I T L E S T Y L E Authority / Celebratize / Exclusivity CLICK TO EDIT MASTER SUBTITLE STYLE 4

5 AUTHORITY Save The Date Creating the BUZZ Vellum Envelopes 5

6 CELEBRATIZE EXCLUSIVITY The WOW Factor Returning the Plan Attention to detail Makes client feel important 6

7 W.I.I.F.M. BRANDING VERSUS MARKETING C L I C K T O E D I T M A S T E R T I T L E S T Y L E CLICK TO EDIT MASTER SUBTITLE STYLE Branding Versus Marketing 7

8 Simplicity LIFE IS SHORT HAVE FUN! C L I C K T O E D I T M A S T E R T I T L E S T Y L E CLICK TO EDIT MASTER SUBTITLE STYLE 8

9 Thank you Google It s not how much you know Don t take it all to seriously 9

10 Hats and Horses Meet Peaches Your road to financial independence See yourself in the driver s seat Make the right turns on your financial journey FUN and a Tax Deduction 10

11 Beer, Bikes & Baseball Happy Birthday Hand Written (neatly!) The secret of success is consistency of purpose. Business Cards Stationary Web Site Power Point Slides Cell Phone Covers 11

12 Why use only 50% of the real estate? Windsor Vineyards Your Office Environment is a Reflection of YOU 12

13 Just as your office is a reflection of you, so is your website. It's your virtual store front. Think Thanksgiving The Biggest Game Changer C L I C K T O E D I T M A S T E R T I T L E S T Y L E CLICK TO EDIT MASTER SUBTITLE STYLE 13

14 The Brochure That Will Never Be Thrown Out Immediate Expert An Amazing Marketing Tool Introduced as Author of Beat out the Competition Opens up Opportunities Whatever your mind can conceive and believe If you re at or near retirement, this is a must read. Failure Is Not an Option provides a compass for making the most of the second half of your financial journey. After reading David Rosell s book, you ll want to explore all that life has to offer. Charles R. Schwab, Jr. David Rosell s guide to retirement planning shows you not only how to get your finances in order, but also how to bring meaning and purpose to these very special years. Ken Blanchard, co-author of The One Minute Manager This powerful, practical book gives you a step-by-step guide to retiring in comfort and never worrying about money again. Brian Tracy, author, Change Your Thinking, Change Your Life The Road Less Traveled meets Think and Grow Rich. Achieving greatness in your retirement years can now be available to all of us after reading Failure Is Not an Option. Don Yaeger, New York Times bestselling author, former associate editor of Sports Illustrated 14

15 Promote Your Book More Than Your Practice Celebratize Your Clients A PIXAR Book 15

16 What do you do for a living? March 23, 2017 Take Advantage of Opportunities 16

17 Since so many of our new clients love to travel and stay well connected, I believe this is an appropriate and beneficial welcome to our practice gift. I hope you find the power bank as useful in your future travels as I did on my recent trip and just as this charger will be helpful when you need it, we will always be here when you need us. May your days and nights be efficient and productive, may your extensions be short and few, and may you look forward to rest relaxation when this season is through. Here s a little help to keep you going during this TAXING time of year. QUESTIONS? 17