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This seminar is designed specifically for financial services professionals who are looking for ideas that can help grow their business. It is a collection of some of the most effective business building strategies in the industry. Each idea is simplified and presented in a format that lets the student quickly move through the course and focus on ideas that make sense for the participant. The material is broken into four distinct sections that make the seminar easy to focus what make sense for each students business growth objectives. Today's volatile markets present a great opportunity for financial advisors to grow their business and this seminar provides a great opportunity to explore what is working in the field today.
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|Section 1: Introduction|
Introduction To This ProgramPreview
|Section 2: Business Development Strategies|
Center of Influence StrategyPreview
Elephant Hunting StrategyPreview
Job Fair Prospecting
Chamber Speaker Prospecting
Trade Show Prospecting
Business Broker Prospecting
Cold Walking & 'Drop By' Prospecting
Jewelry Story & Ladies Tea
|Section 3: Marketing Strategies|
Client Advisory Board
Dinner Series Marketing
Past Referral Dinner
Charity Auction Marketing
Community Theatre & Museum Marketing
Kids Movie & Minor League Sports Marketing
Outdoor & Chartered Bus Events
Valentines Day Event
|Section 4: Service Strategies|
How Do You Compete?
Client Service Review Strategy
Random Act of Kindness
Nine Client Service Ideas
|Section 5: Networking & Social Media Strategies|
Simple Networking Dinner Parties
The Ping Strategy
Personal Rotary Club
Fourteen Networking Ideas
Social Media Made Simple
Jay has spent 20 years in the financial services industry working for industry leaders such as Morgan Stanley, Lehman Brothers, Guggenheim and Charles Schwab. He holds an M.B.A. from the Goizueta Business School at Emory University and a B.S. in Business Management from The University of Tennessee. Jay has earned the Certified Investment Management Analyst® and Certified Financial Planner® designations.