Advanced Marketing for Top Producers

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Advanced Marketing for Top Producers

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You may be curious how a CPA becomes and expert in marketing, a science that requires interaction with other human beings – PowerPoint PPT presentation

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Title: Advanced Marketing for Top Producers


1
Advanced Marketing for Top Producers
2
Three Themes
  • Specialists earn more
  • Broad Marketing within specialty
  • Host-beneficiary relationships

3
Specialize
4
Specialize
5
The most successful advisors have a niche, a
specialty
Specialists earn 50 more
75
Offer the same services
6
Specialize
Market
Marketing Method
Product
7
Flaunt Your Specialization
  • Write a book

8
Flaunt Your Specialization
  • Speaking/Exhibiting

9
Flaunt Your Specialization
  • Radio / TV

10
Flaunt Your Specialization
  • Write articlesget a column

11
Flaunt Your Specialization
  • Get a PR person

12
Flaunt Your Specialization
  • Write a newsletter
  • send monthly

13
Flaunt Your Specialization
  • Web Site

14
Broader Marketing
  • Have your research firm telemarket

15
Broader Marketing
  • The Dream 100

16
Broader Marketing
  • Junior AgentsSolicitors

17
Broader Marketing
  • Seminars

18
Broader Marketing
  • Direct Mail

19
Broader Marketing
  • Advertising

20
Host Beneficiary Relationships
  • Dont stop with CPAs and attorneys
  • Business Brokers

21
Host Beneficiary Relationships
  • Other Insurance Agents
  • -they need help

22
Host Beneficiary Relationships
  • Commercial Real Estate Brokers

23
Host Beneficiary Relationships
  • Outplacements Firms

24
Host Beneficiary Relationships
  • Mercedes Dealer/Yacht Brokers

25
Host Beneficiary Relationships
  • Stockbrokers/Investment Bankers/Hedge Funds

26
Secrets to a Million Dollar Income
27
Opportunities with Brokerville
  • 20 discount to MSF Producers
  • Get the Total Prospecting and Sales System
     www.brokerville.com
  • 800-980-0192 option 3
  • Be a Certified Retirement Financial Advisor
    www.crfa.us
  • Be an IRA Rollover Distribution Expert
    www.iraexpert.net

28
Free Gift
  • Four Ways to Avoid Capital Gains Tax
  • www.nfcom.com/freegift

29
The Difference Between the Best And Worst
Source PGA Tour 2003
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