2013 Advisor/Client Schedule
- Key Data Mini-Campaign: Send Key Financial Data to Clients, Prospects and COIs
- The "Pump It Up, No Excuses" Marketing Boot Camp, Part 1: Your Marketing Strengths and Opportunities—Revealed! ($149 value)
- The "Pump It Up, No Excuses" Marketing Boot Camp, Part 2: Rock 2013 With a 1-Page Marketing Plan ($149 value)
- The "Pump It Up, No Excuses" Marketing Boot Camp, Part 3: 6 Hot-Button Marketing Messages Every Advisor Needs ($149 value)
- The "Pump It Up, No Excuses" Marketing Boot Camp, Part 4: Create Convincing Leave-Behinds for Prospects & COIs ($149 value)
- COI Roundtable: HNW Planning Post Fiscal Cliff
- Spring-Summer Client Event Planning Clinic-Webinar: Review Options for Fun Seasonal Client Events ($397 value)
- Host a Retirement Income Workshop: Host a Workshop in Your Community That Pre-Retirees Will Rush to Attend ($597 value)
- Referral Clinic #1: Build a 1-Page Referral Letter that Reminds Clients of All You Do ($497 value)
- Rich Niche Prospecting, Part 1: How to Zero In on the Perfect Niche ($199 value)
- Rich Niche Prospecting, Part 2: Develop Your Niche Expertise & Marketing Plan ($199 value)
- Rich Niche Prospecting, Part 3: Your First Niche Campaign ($199 value)
- Referral Clinic #2: Build Your Referral Muscle ($497 value)
- 2013 Last-Chance Financial Planning Checklist: 47 Questions You Must Ask Clients & Prospects to Reveal New Opportunities & Deliver Your Best Service ($597 value)
- COI Connect Campaign: Win Gratitude and Referrals From COIs With a Simple Campaign That Establishes You As a Community Connector
- Capture More Rollovers with Lunch n' Learns: Capture More Rollover Business With an Ongoing Event Strategy That Puts You in Front of Pre-Retirees ($597 value)
- Winter-Spring Client Event Planning Clinic-Webinar: Review Options for Fun Seasonal Client Events ($397 value)
- Build Your Own HNW Prospect List: Create Your Own In-House List of Top Prospects in Your Niche
- Key Birthdays 2014 Post Card: Tap Clients, Prospects, and COIs With Landmark Birthdates and Key Deadlines
- 2014 Financial Fitness Checkup: 57 Questions You Want Clients & Prospects to Answer to Uncover New Opportunities & Deliver Your Best Service ($149 value)
Quick flip book of Advisor Marketing Calendar Checklist
Retirement Income Workshop
It's a turnkey seminar package that gives you
everything you need to plan, promote, and
present "Life After Work: How to Create
Sustainable Income in Retirement"
workshop. And then it gives you a full
step-by-step workshop-follow-up process designed
to get you a meeting in front of clients and
prospects.
The end goal of
Host a Retirement
Income Workshop is to get you into
one-on-one meetings with clients and prospects
to discuss key retirement-related issues. By
carrying out the workshop, it also:
- Promotes your reputation as a retirement
planning expert in your community
- Demonstrates to clients and prospects
that you're pro-active in working with them
- Gives you a good reason to communicate
with clients and prospects (even if they
can't make the workshop)
- Gets you out of the office
Step-by-step, 48-page toolkit to guide you through the entire
campaign including:
- Strategy Brief
- Action Plan
- 11-Week Schedule and Campaign
Checklist
- Postcard Invitation template
- Email Invitation and Reminders
template
- 7 Custom Articles for Reprint
Marketing Series
- Phone Scripts
- Retirement Income List Worksheet
template
- Workshop Sign-In template
- Workshop Agenda template
- Workshop Worksheets for
attendees
|
- Workshop Evaluation and Request
for Information Form template
- Client Meeting Confirmation
template
- Client Meeting Document
Checklist template
- Advisor Meeting Checklist
template
- Retirement Income Planning
- FINRA review letters for all
materials used with clients
- Horsesmouth Resource List for
Campaign: 22 articles on: Retirement
Income Planning; Life Planning;
Account Management and Retirement
Income Marketing
|
PowerPoint slides (29) and
speaking notes (15) for Life After Work:
How to Create Sustainable Income in Retirement
(FINRA-review letter included).
PLAN &
PROMOTE WORKSHOP
1. Review On-Demand Webinar
2. Review Strategy Brief and Campaign Goals
3. Create Invitation List Worksheet
4. Send Postcard and email invitations to
Compliance
5. Review Phone Scripts for invitation calls
6. Schedule workshop site
7. Begin Article Reprint Marketing Campaign
8. Practice presentation
PRESENT WORKSHOP
9. Review Workshop Checklist
10. Complete Workshop Agenda and Sign-In
sheets
11. Print workshop Worksheets for attendees
12. Review set-up with staff. Test A/V
equipment
13. Present Life After Work to clients,
prospects
14. Hand-out Evaluation and Request for Info
form
CONDUCT CLIENT/PROSPECT MEETINGS
15. Review Evaluations with staff
16. Send Thank-You notes to attendees
17. Send Article Reprints (print and/or
email)
18. Make Follow-Up Phone Calls (script)
Schedule Client/ Prospect Meetings
CONDUCT WORKSHOP FOLLOW-UP
19. Send Client Meeting Confirmations
20. Send Client Meeting Document Checklist
21. Review Advisor Meeting Checklist
22. Conduct Meetings and Follow-Up
23. Schedule next workshop
(Click player below for a quick video about the program.)
(Click player below to preview.)
(Click image below to preview.)
- Phase 1: Promotion Material
- Strategy Brief
- Schedule & Checklist
- Postcard
- Email Invitations & Reminders
- Phone Script Invitations & Reminders
- Retirement Income Invitation List Worksheet
- Phase 2: Presentation Material
- Workshop Sign-In Sheet
- Workshop Agenda
- "Life After Work" PowerPoint Presentation
- "Life After Work" Script
- Workshop "Paycheck" Worksheets
- Workshop Evaluation & Request for Information
- Phase 3: Follow-Up
- Thank You Note & Follow-Up Emails
- Follow-up Phone Scripts
- Phase 4: Meeting
- Client Meeting Confirmation
- Client Meeting Document Checklist
- Advisor Meeting Checklist
IRA Rollovers:
Capture More Pre-Retiree Business With Lunch & Learns
This is a step-by-step, turnkey IRA workshop program designed to build your
reputation as the “rollover expert” and get you in front of qualified pre-retirees.
This program helps you educate clients and prospects about what to do with
their retirement rollover accounts—including warning them about the pitfalls
and perils of DIY rollovers.
- Get more rollover business
- Get in front of groups of qualified prospects
- Showcase retirement expertise
- Build reputation by educating clients and prospects about key rollover
issues
- Everything you need to present the luncheon workshop program, "How to Get Rollover Ready," designed to get you in front of clients and prospects.
- A 35-page step-by-step marketing toolkit including:
- Strategy Brief
- Action Plan
- Schedule and Campaign Checklist
- Invitation template
- Email Invitation and Reminders template
- Custom IRA Rollover Articles for Reprint Series
- Phone Scripts
- Workshop List Worksheet template
- Workshop Sign-In template
- Workshop Agenda template
|
- Workshop Worksheets for attendees
- Workshop Evaluation and Request for Information Form template
- Rollover Planning Checklist
- FINRA review letters for all materials used with clients
- Rollover Ready Checklist
- Retirement Ready Checklist
- How to Choose an IRA Custodian Checklist
- The 1st Year Retiree's Tax Checklist
- 11 Rollover Blunders E-book
|
PowerPoint slides and speaking notes for “How to Get Rollover Ready” (FINRA review letter included).
PLAN & PROMOTE
1. Review On-Demand Webinar
2. Review campaign goals and strategy brief
3. Build campaign list
4. Customize workshop materials
5. Promote workshop with custom postcard & emails
PRESENT LUNCH & LEARN
6. Review event checklist
7. Complete agenda and sign-in sheets
8. Distribute worksheets for attendees
9. Present “How to Get Rollover Ready”
10. Hand-out Evaluation and Request for Info form
11. Hand out 10-Step "Rollover Ready Checklist" with your branding
CONDUCT FOLLOW-UP
12. Review evaluations,
send thank-you notes
13. Email out "Rollover Ready Kit"
14. Send 3 custom article reprints
15. Make follow-up phone calls and schedule meetings
HOLD MEETINGS
16. Send meeting confirmations
17. Conduct meetings and set plan
A complete, step-by-step IRA Rollover
Lunch & Learns workshop program that
teaches you how to plan, promote, and present the workshop and then guides you
through the critical follow-up with clients and prospects on their rollover
issues.
As part of the IRA Rollovers program, you'll learn how to present the FINRA-reviewed workshop "How to Get Rollover Ready." Click the player below to see an overview of the the
workshop slides which you can customize and add your own branding when you join Advisor/Client.
- Capture More Retirement Rollover Business: A step-by-step, turnkey IRA workshop program designed to build your reputation as the "rollover expert" and get you in front of qualified pre-retirees.
- Touchdown! Host an Unforgettable Super Bowl Party in 2013: Throw a Super Bowl party that your clients, prospects and COIs will be talking about all year long.
- Financial Fitness Checkup: Craft a plan that keeps clients loyal and devoted throughout the year.
- Hot Summer Client Events: Expand client relationships by hosting a fun family get-together.
- Perpetual Prospecting: Low-key, low-cost, monthly marketing that deepens client relations and spurs introductions and referrals.
- Host a Retirement Income Workshop: How to hold a workshop in your community that pre-retirees will rush to attend.
- Mastering Speaking Events: Workshops that establish your expertise and get you in front of prospects
- Your Last Chance Financial Planning Checklist Campaign, 2012: This year-end marketing campaign helps you get in front of clients and prospects in a timely way.
Capture More Retirement Rollover Business
The full Advisor/Client program equips you with all the information and materials you need to host a smooth, professional, content-rich event that will reinforce your status as a community
leader and generate new business within the fertile pre-retiree niche. You get:
- Marketing Toolkit, complete with Campaign Toolkit (PDF), Rollover Strategy Brief, and Lunch & Learn planning Schedule and Checklist to make sure your event goes off without a hitch.
- Promotional materials to introduce your event to COIs, prospects, and gatekeepers.
- Invitations (FINRA-reviewed): Email copy and telephone script.
- E-mail campaign (FINRA-reviewed): Compelling invitations and language that fills seats.
- PowerPoint presentation, script and handouts for the day of Lunch & Learn.
- Workshop evaluation form (FINRA-reviewed): Attendees turn in at end of workshop to give you feedback and request an appointment.
- An email drip campaign consisting of eleven 1-Minute Memos on rollover blunders for clients/prospects and COIs.
- Rollover Ready Kit: A premium to give to attendees who respond to the workshop's call to action. These are information products that can also be used individually.
Touchdown! Host an Unforgettable Super Bowl Party in 2013
Throw a Super Bowl party that your clients, prospects and COIs will be talking about all year long. With everything you need to plan and execute a fun, relaxed event, this campaign is
guaranteed to strengthen connections with clients and create a foundation of new relationships you’ll be able to draw from until the next Super Bowl. For dynamic networking, all you have to do is
follow this comprehensive, easy-to-implement program, then sit back and enjoy the game. As usual, we’ve taken care of everything. You get:
- Prospecting toolkit including planning timeframe, checklist, customizable invitations and reminders (FINRA-approved), confirmation materials, phone scripts and follow-up memos to ensure
your event goes entirely according to plan.
- "Super Bowl Squares" grid and directions for placing a friendly (low-stakes!) wager on the game.
- Personal Thank You message designed to be written out longhand—a touch that will get you remembered and referred.
- Timely client reprints to offer as a gift to your clients and their guests.
- Delicious Super Bowl-themed recipes and supply list.
- National listing and contacts of sports-bars that offer group rates—host your party in style.
- Horsesmouth's favorite football-themed articles (PDF), including: 18 Lessons From Football—By Advisors Who Played; Super Bowl Friday! Making Book Instead of
Managing One; 14 Rules for Winning the Advisor Super Bowl, and six more—all perfect giveaways for clients and prospects to take home.
Financial
Fitness Checkup: Craft a Plan That Keeps Clients Loyal and Devoted Throughout
the Year
 |
|
A complete, step-by-step client-service and prospecting campaign
|
The Financial Fitness Checkup campaign is a 4-week, step-by-step client service
and education campaign that targets clients and prospects, identifies short-term
needs, and gives you a starting point for helping clients plug the holes in
their portfolios and financial plans. It positions you as a caring, big-picture
advisor helping investors "get in shape." The campaign can be used any time
of the year and as an intake process for new clients. You get:
- Positioning: Helps you foster a reputation for caring about the big
picture.
- Marketing materials (FINRA reviewed): Features a "Checkup" worksheet
and 3 educational articles to send out once a week.
- Marketing materials (FINRA reviewed): 5 e-mails/cover letters written
for you.
- Public relations: Piggybacks on Financial Wellness themes in the media.
- Worksheets: A complete agenda for holding meetings and contacting clients
for quarterly follow-ups.
Hot
Summer Client Events: Expand Client Relationships By Hosting a Fun Family Get-Together
|
| Cultivate Deeper Bonds
With Your Clients |
Show clients and prospects your lighter side with a lifestyle event that
is perfect for summer and designed to delight clients, their families, and their
friends. In an era when multi-generational marketing will become more and more
important, an annual – and fun! – summer event can introduce you to your clients'
children and cultivate deeper bonds with all members of your clients' families.
You get:
- The Excellent Summer Events List: 10 inexpensive summer events any advisor
can host.
- Marketing materials: Create compelling invitations that ‘sell out' your
event.
- Checklist: Step-by-step event planning worksheet for making your event
a success.
- Talking points: How to socialize at your event.
- Great event SWAG: Send people home with something fun or memorable that
gets them talking about you.
- No-fail follow-up: How to continue the conversation with non-client
family members.
Perpetual
Prospecting: Low-Key, Low-Cost, Monthly Marketing That Deepens Client Relations
and Spurs Introductions and Referrals
If you're executing low-overhead events and activities every month, before
long, you'll find your referral and new business pipelines packed. Whether it's
a monthly lunch, regular COI memos, or a simple note-writing or "trigger" campaign,
you can design and execute a series of low-cost activities that builds prospecting
momentum and systematizes your marketing. You'll enhance your reputation as
an approachable, engaged advisor with increasing community credibility and visibility.
Covers:
- How to introduce yourself to prospects: Target a new prospect every
month with checklists and research that gets you in front of – and talking
to — new clients.
- How to cultivate COIs: Target a COI with an automated routine that reliably
cultivates new centers of influence each month.
- Note marketing: When and how to send notes and small gifts that make
you memorable and keep clients talking about you.
- Prospecting on LinkedIn: A step-by-step strategy for mining clients'
social networks and generating introductions.
- Trigger campaigns (FINRA-reviewed): Series of article reprints on issues
important to clients and prospects that shows you’re listening to their
concerns.
- COI One-Minute Memos: Monthly emails that keep you top-of-mind with
COIs and convey your expertise and credibility.
- Nudge campaigns: Encourage conversations with clients and "nudge" prospects
into action.
- Last Friday Webinars: Update, educate, and communicate with clients,
prospects, and COIs—step-by-step pointers and checklist.
- Third Thursday Lunches: Kick-off a low-cost lunch strategy that gives
clients a venue for bringing in referrals.
- Link Letters: Publish a low-cost email newsletter that offers a personalized
communication touch that clients will pass along to friends and family.
Host
a Retirement Income Workshop — How to Hold a Workshop in Your Community That
Pre-Retirees Will Rush to Attend
|
| Gets You In Front of
Clients and Prospects |
Host an event that gets you in front of clients and prospects on a critical
topic that gains more and more urgency with Baby Boomers every day. This workshop
will get them thinking about how they will live in retirement as preparation
for crafting a retirement income plan. Then it goes on to discuss income sources
and popular withdrawal programs and finishes with an action plan that includes
meeting with you for help and advice. You get:
- Complete guide for how to give a client workshop: How to publicize it,
arrange it logistically, deliver it, and follow up
- Workshop presentation (FINRA-reviewed): Script and slides for "Life
After Work: How to Create a Sustainable Income Stream in Retirement"
- Invitations (FINRA-reviewed): Email copy and telephone script
- E-mail campaign (FINRA-reviewed): Compelling invitations and language
that fills seats.
- Workshop evaluation form (FINRA-reviewed): Attendees turn in at end
of workshop to give you feedback and request an appointment.
- Client worksheet and document checklist (FINRA-reviewed): Information
form for new clients to bring to their first appointment
- Article reprints (FINRA-reviewed): Key articles on retirement income
planning adapted for clients. Great for discussing, sharing, and using for
follow-up
Your
Last Chance Financial Planning Checklist Campaign, 2012
This year-end marketing campaign helps you get in front of clients and prospects
in a timely way that positions you as a caring advisor concerned with the big
picture. It helps you set appointments and uncover opportunities that could
help clients with their investments, taxes and planning for the next year. You
get:
- Personalized checklist (FINRA-reviewed) to share and send to clients,
prospects and COIs.
- E-mail campaign (FINRA-reviewed), telephone scripts, and referral tactics
to keep you in front of clients and prospects through year end.
- A tangible reason to interact with clients that is totally about their
needs.
- Ready-made reason to talk to clients without a sales pitch.
- Compelling reason to set year-end appointments with clients and prospects.
- The opportunity to show off solutions you have for clients.
Mastering
Speaking Events: Workshops That Establish Your Expertise and Get You in Front
of Prospects
Create a client education workshop ripped from the headlines that will take
you through the end of the year. You can host this workshop at your office,
as a lunch n' learn, or take it on the road to community associations and organizations.
(Actual subject matter for this workshop will be determined as events of 2011
develop.) You get:
- How to solicit speaking engagements that target ideal prospects you
want-key positioning.
- The 10 key points to hosting in-house education workshops—guide and
checklist.
- Taking your presentation on the road: 10 critical things you must do
when presenting in public.
- Marketing materials (FINRA-reviewed): Compelling invitations and announcements
that fill workshop seats.
- Marketing materials (FINRA-reviewed): E-mail inquiries that spark interest
from event planners, association executive directors, and other people looking
for speakers.
- Client handouts (FINRA-reviewed): How to tap your Horsesmouth Client
Reprint library to pick articles that fit your workshop needs.
- No-fail follow-up: Handouts and offers that prompt clients to refer
you and prospects to make appointments with you.
(Click player below for a quick video about
the program.)
- Advisor Marketing Boot Camp: Kick start 2013 with a 4-part Boot Camp that focuses your marketing and cements your credibility with clients, prospects and COIs.
- Rich Niche Jumpstart Program: A 3-Part jumpstart program designed to help you zero in on the perfect niche, develop your niche expertise, and create your first niche marketing campaign.
- Host A Low-Stress, Open-House Holiday Wine Event: A fully-loaded campaign kit that provides everything you need to plan, promote and execute a holiday-themed wine tasting for
clients, prospects and COIS.
- Throw a Sports Party for Clients in Need of a Spring Break: A campaign for creating a fun, sporty event that will bring clients and COIs out to celebrate springtime!
- Referral Letter Campaign: This extended touch campaign allows you to send out a referral letter one to two times a year that reminds clients of everything you do and asks for a referral.
- Hot-Button Marketing for Advisors: How to craft distinctive messages that separate you from your competitors and compel prospects to act.
- The Ultimate Advisor Marketing Kit: How to create high-impact, high-pass-along materials that get you remembered and referred.
- Cultivating the Power Elite: A 5-Step campaign for hosting a professional roundtable that builds credibility and standing with COIs.
- Financial Crisis Communications Plan: How to keep clients calm and confident when the markets go crazy.
- How to Prospect (Without Looking Like It) During the Holidays: Your Holiday Socializing Toolkit.
Advisor Marketing Boot Camp
A 4-part, intensive program for overhauling your marketing effort in 2013. This highly specific, granular marketing course starts by assessing your profile and pinpointing your ideal target niche, then works systematically at allocating marketing efforts over the course of the year.
You’ll learn how to develop a sustainable, 1-sheet marketing plan that will pull in results. Finally, you’ll work on creating compelling marketing messages and impressive leave-behinds for prospects and COIs. You get:
- 2013 Situational Analysis and SWOT Matrix Worksheets to create a thorough ID on your product and ideal niche.
- Fully up-to-date Marketing Plan templates and materials for building your plan, sample marketing plans, Advisor/Client marketing campaigns, marketing activities and audience, and a value
questionnaire—all designed to help you create your ideal marketing plan for the coming year.
- Marketing message worksheets you’ll use to reach specific COIs and show your specific value.
- A complete marketing reboot and opportunity to bolster growth in the new year.
Rich Niche Jumpstart Program
A 3-part jumpstart program designed to help you zero in on the perfect niche, develop your niche expertise, and create your first niche marketing campaign. This program guides you through segmenting your client base and mapping your own social connections to widen your existing network, then helps you conduct a complete line analysis to assess the value of each potential target.
You’ll then develop a pain-point-based marketing plan and build your first niche. At the end of the day, you’ll have a razor sharp marketing plan that homes in on a niche guaranteed to give you great return for your contribution. You get:
- Value questionnaire, Excel spreadsheet for segmenting clients, and a guide to mapping your niche social connections—all tools that will help you begin to carve out a unique role in your niche.
- Even more worksheets to help you fine-tune your niche building efforts to a razor’s edge.
- Assignments and additional worksheets that cover pain points and solutions, your ideal niche client profile, creating a compelling positioning statement that fits your ideal market.
- 1-Minute Memos on Rollover Blunders for Clients and COIs—FINRA-approved memos to send out to clients and COIs for fast, easy connections.
Host A Low-Stress, Open-House Holiday Wine Event
A fully-loaded campaign kit that provides everything you need to plan, promote and execute a holiday-themed wine tasting for clients, prospects and COIS. It’s a fun, low-key way to
reconnect with existing clients and establish new connects with prospects. The holidays are a great time to take advantage of prospecting opportunities by throwing fun client appreciation
events that offer a great return on your efforts. You get:
- Complete campaign toolkit including planning timeframe, checklist, customizable invitations and reminders (FINRA-approved), confirmation materials, phone scripts and follow-up memos
to ensure your event goes entirely according to plan.
- Personal Thank You message designed to written out longhand—a touch that will get you remembered and referred.
- Timely client reprints to offer as a gift to your clients and their guests.
- Holiday wine tasting grid to hand out during the event.
- Complete guide to throwing an authentic, by-the-books wine tasting that will satisfy even the most discriminating oenophile.
- Delicious and historically accurate holiday-themed recipes for serving festive fare.
- Client Reprint—6 Wealth and Success Lessons from The Ultimate Gift. A heartfelt, holiday-appropriate article that will hit home, leaving clients and prospects with a positive
impression of you and your values.
Throw a Sports Party for Clients in Need of a Spring Break!
A campaign for creating a fun, sporty event that will bring clients and COIs out to celebrate springtime! Host a unique gathering around two annual landmarks: The Kentucky Derby and
The Masters Tournament. Whether your COI are golf-enthusiasts or horse-lovers, they’re bound to get a kick out of enjoying these events while munching on themed menus. As usual, we’ve taken care of
everything. You get:
- Complete campaign toolkit including planning timeframe, checklist, customizable invitations and reminders (FINRA-approved), confirmation materials, phone scripts and follow-up memos to ensure
your event goes entirely according to plan.
- Two customizable invitation postcards (PDF) that announce your event with plucky enthusiasm—sure to grab the eye of clients, prospects and COIs.
- Personal Thank You message designed to written out longhand—a touch that will get you remembered and referred.
- Timely client reprints to offer as a gift to your clients and their guests.
- Listing and contact catalog for restaurants, bars, events halls and other venues all over the country that welcome group events.
- Delicious, authentic accurate recipes for Masters Tournament and Kentucky Derby-themed food and drinks to serve at your event.
Referral Letter Campaign
This extended touch campaign allows you to send out a referral letter one to two times a year that reminds clients of everything you do and asks for a referral. It’s already written, FINRA-approved,
and all you have to do is brand and send. By mounting an ongoing referral campaign, you become significantly more likely to generate new business. It can be difficult to find the time to
reach out with personal touches, so we’ve done half the work for you. You get:
- Pre-written, FINRA-approved, customizable referral letter (PDF and hard copy) that you can send out periodically to generate referrals.
- A leg-up in prospecting that will put you ahead of the competition.
- More time to focus on your other marketing efforts, including following-up on existing referrals.
Hot-Button
Marketing for Advisors: How to Craft Distinctive Messages That Separate You
From Your Competitors and Compel Prospects to Act
Whether you call it an elevator statement, Unique Selling Proposition, or
Unique Value Proposition, you need a compelling marketing message to take out
into the marketplace. We'll show you how to build a can't-miss positioning statement
and map your marketing messages so that they will resonate with investors and
bring new business into your office. With your marketing message mapped, it
will be easy to create a ‘sticky' tagline that brands you as the go-to advisor
in your target market and makes you easy to remember and refer. You get:
- Worksheet: How to discover clients' and prospects' real hot buttons.
- Positioning: How to create always-ready talking points that grab prospects'
attention and make you memorable.
- Worksheet: 3 templates for building a can't-miss positioning statement
- How to integrate your new messaging so that it appears in all the right
places and delivers the most punch.
- Worksheet: How to create a powerful, distinctive and memorable tagline
in eight words. Ideal for you or your team.
The
Ultimate Advisor Marketing Kit: How to Create High-Impact, High-Pass-Along Materials
That Get You Remembered and Referred
Build a high-impact marketing kit that will keep you top of mind with prospects
and COIs. Create marketing materials that tells your story in a natural, authentic
way that highlights your credentials, heightens your credibility, and enhances
your reputation. Learn a marketing kit approach that is flexible and can serve
as a media kit, marketing brochure, and handout for almost any occasion. The
Ultimate Advisor Marketing Kit is a leave-behind every COI will want at least
five of: one to keep and the rest to pass along to qualified referrals. You
get:
- How to write a marketing bio that elevates your stature and credibility
without tooting your horn.
- Understanding how to create graphics that help COIs and prospects understand
your process in a glance.
- The keys to creating a service narrative that compels referrals and
appointments.
- 5 pieces every leave-behind marketing kit should contain: Guide and
template.
- How to create "door-openers" that cultivate COI relationships and referrals.
Cultivating
the Power Elite: A 5-Step Campaign for Hosting a Professional Roundtable That
Builds Credibility and Standing With COIs
Professional referrals from attorneys and CPAs are the most underutilized
source of new business for most advisors. This marketing campaign changes all
that with a plan that gets you in front of COIs with a marketing message that
showcases your abilities and makes you a desirable colleague. You get:
- How to build a list of prominent COIs in your target market.
- 3 key ways to contact COIs naturally without a sales pitch.
- Create a marketing message just for COIs.
- Marketing materials (FINRA-reviewed): Compelling leave-behinds that
COIs will pass along to their clients.
- How to create a COI communication tapping the Horsesmouth Client Reprint
library.
- No-fail follow-up: A communication system that will keep COIs working
with you.
Financial
Crisis Communications Plan: How to Keep Clients Calm and Confident When the
Markets Go Crazy
Every advisor must have a set communications framework to use when a crisis
hits. It’s imperative that you get in front any big news event that sends the
market into an extended tailspin.
The Financial Crisis Communications Plan will:
- Explain why you need a set plan to work from and customize.
- Tell you what items you should have beforehand.
- Show you how to smartly segment your clients when reaching out.
- Discuss the right level of communication frequency.
- Explain how best to use the variety of communication channels: email,
phones, social media, webinars, conference calls, meetings.
- Demonstrate the anatomy of an effective client letter
- Tell you where to find material to share with clients
- Explain how to get good PR during the crisis by making yourself available
to the media
How
to Prospect (Without Looking Like It) During the Holidays! Your Holiday Socializing
Toolkit
Confidently approach the biggest and busiest prospecting season with a "socializing"
strategy that can help you talk to clients, community leaders, COIs, and all
those desirable prospects you've always wanted to meet. Whether or not you host
your own holiday event, you'll have a complete strategy for filling your social
calendar and becoming a memorable, desirable guest. You get:
- How to fill your calendar with productive events.
- Tap into the power of introductions.
- Start conversations with these icebreakers.
- Develop a 'social' elevator statement.
- Make appointments on-the-spot with ‘mini-closes'.
- Tips on hosting your own holiday events.
| Developing a Realizable Vision for Retirement |
|
SAMPLE |
| |
| Life Expectancy and Social Security |
|
SAMPLE |
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| 10 Tax Planning Tips for 2012 |
|
SAMPLE |
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| Creative Social Security Claiming Strategies: Understanding
the Nuances |
|
SAMPLE |
| |
| Life Expectancy and Social Security |
|
SAMPLE |
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| Social Security as Longevity Insurance |
|
SAMPLE |
| |
| When to Apply for Social Security
Benefits |
|
SAMPLE |
| |
| Will Working Longer Help—or Hinder—Your
Social Security Benefit? |
|
SAMPLE |
| |
| How Cost-of-Living Adjustments Affect Social Security
Benefits |
|
SAMPLE |
| |
| Understanding the European Debt Crisis |
|
SAMPLE |
|
| The Art of Managing Retirement Assumptions |
|
SAMPLE |
| |
| Get Ready for 7 Serious Life Transitions Ahead |
|
SAMPLE |
| |
| The Importance of Asset Location in Retirement Income Planning |
|
SAMPLE |
| |
| Planning for a 30-Year Retirement |
|
SAMPLE |
| |
| Retirement Income: Which Accounts to Tap First? (COI Edition) |
|
SAMPLE |
| |
| Cracking the Nest Egg: When Accumulation Becomes Distribution (COI
Edition) |
|
SAMPLE |
| |
| 5 Questions to Ask Yourself 5 Years Before You Retire |
|
SAMPLE |
| |
| Holistic Help for Caregivers of Aging Parents |
|
SAMPLE |
| |
| Selling Estate Assets at Auction |
|
SAMPLE |
| |
| Checklist: Is It Time for Assisted Living? |
|
SAMPLE |
| |
| Understanding Guardianship for Older Adults |
|
SAMPLE |
| |
| 10 Tips for Maximizing Financial Aid |
|
SAMPLE |
| |
| Planning a Debt-Free College Education |
|
SAMPLE |
| |
| Paying for College Is a Family Affair |
|
SAMPLE |
| |
| 7 Lessons From the Fourth of July |
|
SAMPLE |
| |
| Retirement Income: Which Accounts to Tap First |
|
SAMPLE |
| |
| Cracking the Nest Egg: When Accumulation Becomes Distribution |
|
SAMPLE |
| |
| Valuing Portfolios on an After-Tax Basis |
|
SAMPLE |
| |
| Asset-Liability Matching for Retirees |
|
SAMPLE |
| |
| 6 Lessons From The Ultimate Gift |
|
SAMPLE |
| |
| A Workable Solution for Baby Boomers Near Retirement |
|
SAMPLE |
| |
| What the New Tax Law (Might) Mean for You |
|
SAMPLE |
| |
| What Really Caused the Financial Crisis |
|
SAMPLE |
We're pricing Advisor/Client at $697—discounted
from $997.
Each personalized, FINRA-reviewed article reprint (PDF) is FREE to Advisor/Client
Members, but for non-A/C members costs $97.
| Advisor/Client Member Value |
| What you get with Advisor/Client |
Retail price for non-
Advisor/Client |
Total value |
| 17 client marketing and prospecting campaigns |
$297-$597 each |
$7,207.00 |
| 9 marketing strategy programs |
$297-$497 each |
$2,481.00 |
| 24+ personalized client article reprints licenses |
$97 each |
$2,328.00 |
| Horsesmouth Membership for one year |
$247 |
$247.00 |
| Bonus Audio Automatic Referrals— 7 CD set |
$97 |
$97.00 |
| Member savings |
$300 |
$300.00 |
| TOTAL VALUE |
|
$12,302.00 |
|
YOU SAVE |
|
$11,605.00 |
| YOU PAY ONLY
|
|
$697.00 |
The Advisor/Client program is all about helping you save time and money by
delivering important, relevant marketing and communications programs you can
use to connect meaningfully with clients and prospects.
We're your virtual marketing director. Enjoy the full value and benefits
of the program by integrating it into your marketing and communications programs
for a full year.
If you're not completely satisfied with the quality of the program and the
results of the campaign and marketing strategy program, we'll issue a 100% refund
of your membership. You just need to confirm you've deleted all materials you
received under the Advisor/Client license. It's that simple. So joining is completely
risk-free. Just contact us at: Horsesmouth, 21 W. 38th St., 14th Fl., New York, NY 10018. Phone: 212-343-8760, Ext. 1
What if my compliance department will not let
me use Advisor/Client?
Every day, compliance departments across the industry review and approve
Advisor/Client presentations. All our client-facing material is reviewed by
FINRA and comes with a FINRA review letter to help you with your own compliance
submission. However, if your compliance department will not approve one of your
Advisor/Client campaigns, there are several ways to proceed. You can modify
the campaign to meet your compliance department’s needs.
You can continue with Advisor/Client and benefit
from informally using the prospecting campaign materials, plus using all the
marketing strategies and skills programs that are available and not related
to compliance. Plus, you still have free
(PDF) access to all the article reprints in the Client Reprint library.
This alone is valued at more than $1,100 a year. If none of that works for you,
of course, we’re happy to issue a full refund.
I'm already a Horsesmouth Member. If I join
Advisor/Client now, what happens to the remaining months on my current membership?
You will be credited for your unused portion of your Horsesmouth
Membership. So your final first-year cost for Advisor/Client will be
$697—minus your Horsesmouth pro-rated credit.
Does Advisor/Client run on a calendar year?
Is it too late to join?
Advisor/Client is a continuous, year-round program.
There’s no such thing as starting late or missing
anything. Your membership runs year to year. You always have access to
all available programs during your membership. You get your own marketing and
prospecting toolkits to use right away or later in the year.
And each year, new campaigns are added and/or
updated. We’re working together. We’re your marketing team.
I don't really have the time for
17 prospecting campaigns. Do I have to participate in all of them?
Advisor/Client includes 17 prospecting campaigns.
You can choose to do one, three, ten, or all.
It’s up to you. And you can do the campaign any time you’d like. So it’s okay
if we introduced one campaign two months ago. It’s still relevant. All the material
is still there. All the HM guidance is completely available. You roll it out
to your clients and prospects when you like–either at the time it’s introduced
or later when you’re ready.
I already subscribe to the website and
have access to Horsesmouth articles. How is Advisor/Client different from normal
membership?
The Advisor/Client prospecting campaigns and marketing strategies and skill
building programs are complete, soup-to-nuts programs for you execute.
They are not just articles presenting ideas.
You get everything you need to customize the programs: step-by-step instructions,
email templates (just fill in your name and your clients names), phone scripts,
invitations, checklists, client handouts, speeches, PowerPoint slides, FINRA
review letters–everything!
What if I have questions after I join? Am
I just left on my own to figure it out?
The Horsesmouth Advisor/Client program comes with complete support–you don’t
have to figure it out on your own. You can reach us by email or phone. Or participate
in our live, monthly webinars and ask specific questions there. We want to hear
from you and guide you as you use the Advisor/Client programs we’ve created
specifically for you. We’re your virtual marketing
arm and want to hear from you. (Plus, all Advisor/Client members get
a regular email from us about the program, what’s new, what’s next, and what
have we all learned to share with each other.
I am just interested in specific campaigns.
Do I have to sift through all the campaigns to find what I need?
Every campaign has its own Advisor/Client resource page. From that page,
available only to Advisor/Client members, you can access everything you need
for your campaign or strategy. It’s all there: the webinar, the transcript,
the slides, the marketing or prospecting toolkit, the customized article reprints,
the FINRA letters, etc. When you’re ready to
use one of the programs, you just go to Advisor/Client, click on the link to
the resource page for any program, and it’s all there.
How does Advisor/Client help me with
both clients and prospects?
We’re your marketing arm. So every Advisor/Client campaign or program has
a specific goal in mind that it helps you achieve. Some are highly specific
like "build relationships with COIs in your community" or "meet new pre-retiree
prospects through hosting a workshop." Others are more functional like "update
your marketing collateral" or "develop new key messages" or "reach all clients
in final quarter of the year." Nearly all campaigns
and programs work on multiple levels, too, giving you solid reasons to talk
with your existing clients while also using the same program or personalized
material to communicate with prospects and demonstrate the value of your service
to them.