SUCCESS ROADMAP TO MARKETING FAST START 2015 PRESENTING YOUR

Transcription

1 PRESENTING YOUR FAST START 0 TO

2 On mark get set GO! STRATEGIES AHEAD Marketing is very similar taking a cross-country road trip. To have a successful trip, you need: A full tank of gas (e.g, enthusiasm and desire succeed), Tools help you along way (e.g., AD Marketing Playbook, Contact Strategies Grow Your Practice & Smartpath) and Most importantly - a plan (e.g., Marketing Plan). Agency Distribution marketing is here help you get a fast start on road trip success. Take a moment sit back and visit each of checkpoints along way. Commit doing at least one idea per checkpoint ensure 0 gets off a FAST START! ADVENTURE BEGIN! Pull Here

3 Despite what you learned in school, re are really only two ways grow business: Reach more cusmers or sell more clients you already have. The best way reach out prospects or grow and strengn client relationships is stay in uch constantly. Use e-relationship send newsletters, birthday and holiday cards, sryboards,, letters and more. Visit Prudential Marketing on Demand (PMOD) for most up--date cusmizable pieces. Use Marketing Match dollars increase branding efforts. Establish new relationships with beneficiaries of clients (client s permission required). you re ready ask for referrals: Ask contacts and clients if y know someone who could benefit from services. Find Centers of Influence who know you and are willing introduce you. Use Center of Influence questionnaires. Mail Financial Education Series letters or offer business owners financial education workshops or lunch and learns for ir employees. Use e-referral module in e-relationship. Form an alliance with a CPA or outside P&C producer. Choose a joint work partner or consult with an agency specialist venture in a new market. Host client appreciation events. Partner with field management and wholesalers host an agency event. Use in-language or or multi-cultural marketing collateral reach new targets. Mail client referral letters each week. Here are some items add olbox: Sponsor community and charitable events (e.g., I.D. a Kid, Women Rock, Financial Makeover, Golf Outings). Advertise in local media. Participate in tradeshows. Take advantage of various leads programs. Publish News About You articles and press releases. Volunteer in community (e.g., local civic and service organizations). Host seminars from financial education series. Life Concierge qualifiers should take advantage of Life s seminar support program. Increase you internet presence (e.g., producer home pages, web ads, social media program). Introduce self & value proposition local businesses, schools, houses of worship, chambers of commerce, etc. Mail a suitable amount of I m Interested or letters and follow-up with phone calls each week. Work Project 00. Send introduction, letters and ads, & host a Star 0 seminar. Develop elevar speech. Use personal prestige brochures. Research target market where does target market shop, exercise, etc? What organizations do y belong? What publications do y read? Subscribe Let s Talk Money newsletters. Update or choose zip codes for leads purchases (e.g., INTRO leads). Open an e-relationship account and send out electronic cards, newsletters, checklists and more contacts. Update pho and content on producer home page. Review book of business reports identify cross-selling opportunities. Review client s beneficiary designations Refer Fast Start Toolkit on Navigar for more details. Accelerate journey by using turnkey sales plays! car, don t forget se very important ols: Presenting FAST START 0 TO

4 ADVENTURE BE Fill tank & pack car Before reach final destination, you need plan where you want go. This is identify target and natural markets and define unique value proposition. It is also important brand self or for those of you who have taken lots of road trips rebrand self in local community. Enjoy Once tank is filled and car is packed it s time hit road. If you re properly prepared, get up speed in no time. educating ors and strengning Roll down window Now you re cruising down ward success. Your prospecting efforts have resulted in new contacts and starting grow book of business. You re nowhere close being done, but far enough along take a breath and enjoy ride. Roll window down and don t be afraid ask for directions or help along way. You re really cruising now what a reach out family, friends, prospects and clients. Sending is just one way keep in uch while on road success. With ols such as e-relationship, you don t even need remember bring stamps with you. oil now and n you ll need sp and check oil and effectiveness of efforts. It s also an important time ask clients reevaluate ir Send annual review /letters and set up policy review meetings lists from e-relationship The Road Success is Always Under Construction! Notice re isn t a final destination on this roadmap success? That s because when you market business right way, you ll always come up with new ideas which will lead new roadtrips aka success! Take time out of busy schedule continually check PruXpress, PMOD, AdPro, and Producer News for up--date marketing collateral that will help support business. If you have a marketing tip or idea that would benefit or producers, feel free reach out AD Marketing at or by ing AD Marketing. If you don t have e-relationship n now is get started

5 you re ready Roll Fold Brochure Interior Step Step items add olbox: Fill tank & pack car Before reach final destination; you need plan where you want go. This is identify target and natural markets and define unique value proposition. It is also important brand self or for those of you who have taken lots of road trips rebrand self in local community. car, don t forget se very important ols: learned in school, re are really only two ways grow business: Fill tank & pack car Before reach final destination; you need plan where you want go. This is identify target and natural markets and define unique value proposition. It is also important brand self or for those of you who have taken lots of road trips rebrand self in local community. Enjoy Fill tank & pack car Before you reach final final destination; destination; you you need need plan plan where where you you want want can reach Before go. 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