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PROFESSIONAL BRANDING UP
CLOSE & PERSONAL…

…FOR THE PRIVATE PRACTICE



                 by James D. Roumeliotis
Sample List of Professionals/Private
Practices
   Accountants          Optometrists
   Actuaries            Therapists
   Architects           Veterinarians
   Chiropractors        ETC.
   Consultants
   Dentists
   Engineers
   Financial Advisors
   Interior Designers
   Naturopaths
                                          James D. Roumeliotis
What is a Brand?
                   A brand is NOT just a logo or tag line.

                   A brand is a promise of something
                   that will be delivered by you and
                   your practice/firm. This promise
                   comes in a form of :
                        Quality,
                        An experience,
                        A certain expectation in mind.
                   Brands that stand for something
                   connect with customers.
                                             James D. Roumeliotis
How Do You Create a Brand for Your Practice?

You actually don’t create a brand at all.
Your brand is, in fact, created by the public –
- by their perceptions,
- thoughts, and experiences
- by how they define you.

The professional practitioner and the practice brand are synonymous.
Your brand is the exhilaration (or disappointment) a client/patient feels
from the experience he/she had at your practice and service offering.
                                                               James D. Roumeliotis
Image blunders   Faux pas!




                    James D. Roumeliotis
Personal Brand = Your Image =
Perception
    In order to be successful with
    your practice , it is critical to set
    yourself apart.
Think about the following questions:
   Do you know your unique
    differentiators (USP)?
   Can you define your personal brand?
   How easily can you articulate that
    brand?
   Do you actively work on enhancing
    your brand?
   Do you have a brand strategy?
   “Values & Vision”

                                            James D. Roumeliotis
Character vs. Reputation
Reputation is what people say and
think about you.
Character is what you really are.
It is said that character is like a tree
and reputation like a shadow.
Always deliver on what you promise.
If you look after your character,
your reputation will look after itself.
                                           James D. Roumeliotis
Package Yourself As “The” Entity
   Hire for attitude and
      train for skills –              Craft a marketing,
   Staff are a reflection             advertising and
   of your image/brand.               publicity campaign
 Create awareness and „buzz‟          that focuses on
 with PR (online/offline –
 articles/blogs, radio/TV talk        helping you achieve
 shows etc.) – to demonstrate         your vision.
 you‟re the expert in your field of
 specialization.                                   James D. Roumeliotis
Marketing & Branding Material
   Business Cards
   Stationary
   Brochures (testimonials)
   Website (testimonials)
   Social Media Pages
   A PR plan to execute
                               James D. Roumeliotis
The Total Customer/Patient
Experience
Based on:
 Perceptions and experiences
  at every touch point (interaction)

 Relationship based

 Service oriented




                                       James D. Roumeliotis
The Appointment
   Whether by email (response within 24 hours)…or
   by phone (no more than 2 rings – professional greeting,
    no placing on hold and effortless appointment setting)




                                                   James D. Roumeliotis
The Office Ambiance

First impressions do matter
                              James D. Roumeliotis
The Reception
It is the first impression – reflects your image.

 Area should be tidy and attractive/welcoming

 The person at the reception desk should:
- Smile;
- Be neatly dressed and groomed;
- Make the visitor/customer feel appreciated.

Client/Patient should not have to wait more
than 10 minutes for his/her appointment.

                                                     James D. Roumeliotis
Waiting Room Ambiance
                 Conveys the image of the firm with a touch of
                  sophistication.
                 Should exploit the 5 senses and be a place one doesn’t
                  mind waiting in.
                 – Soothing colors with elegant décor
                 – Relaxing music playing in the background
                    (discrete volume);
                 – The air should have a pleasant scent;
                  – Comfortable couches in good/clean condition;
                  – Perhaps offer a beverage (coffee, tea, bottled water or
                     juice);
                  – A variety of lifestyle magazines in good condition (no tears
                  etc.) – coloring books for the kids
                   – A TV with a news channel (or a video about the practice)
                   – Other amenities to keep busy during the wait.


                                                         James D. Roumeliotis
Post Visit Follow-up
   As an unwritten protocol, in order to demonstrate
    courtesy and care, as well as to show
    additional appreciation for the business, either
    the person who provided the service or an
    associate should call the client/patient, thank
    him/her and ask if there are any questions and
    comments.



                                               James D. Roumeliotis
Three Professional Practices That “Get-
It”
 They have nurtured a client/patient-centered environment, and have succeeded in attracting and keeping them by adding value
 and satisfaction to their lives. As a result, they can justify billing higher fees which their clients/patients are willing to pay.

 Dr. Robert Rey Raymond Chabot G.                                                                   Yabu & Pushelberg
                                       Thornton




                                                               www.yabupushelberg.c
                                          www.raymondchabot.comom
www.drrobertrey.co                                                     James D. Roumeliotis
Summary
- Brand is created through public perceptions
and experiences with the firm.

- The professional practitioner and the practice
brand are synonymous.

- Brand is image, while reputation is reality

- The practice should deliver a consistent
meticulous and thorough work/services.

- Cheery and soothing office ambiance.

- Post visit follow-up

- Think Total Customer/Patient Experience
                                                   James D. Roumeliotis
James D.
Roumeliotis
 Montreal, Canada
 T: +1.514.715.7785
 jdr@affluencemarketing.ca
This is a book about implementing
                       refreshing business strategies in the
                       marketplace including:
                       • Strategies every successful leader must
                       know.
                       • Sales Management Tactics for the goal-
                       oriented executive.
                       • Executive Leadership.
                       • Effective Marketing and Branding
                       techniques.
                       • Design, Innovation, and the Luxury
                       Domain.
                       • What you don‟t know could hurt your
                       business – Food for Thought.
                       • Additional thoughts about post-recession
                       marketing.
                       • Effective political campaign strategies by
                       utilizing marketing techniques along with the
                       personal brand.
James D. Roumeliotis      www.entrepreneurialessentials.com

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Professional Branding for Private Practices

  • 1. PROFESSIONAL BRANDING UP CLOSE & PERSONAL… …FOR THE PRIVATE PRACTICE by James D. Roumeliotis
  • 2. Sample List of Professionals/Private Practices  Accountants Optometrists  Actuaries Therapists  Architects Veterinarians  Chiropractors ETC.  Consultants  Dentists  Engineers  Financial Advisors  Interior Designers  Naturopaths James D. Roumeliotis
  • 3. What is a Brand? A brand is NOT just a logo or tag line. A brand is a promise of something that will be delivered by you and your practice/firm. This promise comes in a form of : Quality, An experience, A certain expectation in mind. Brands that stand for something connect with customers. James D. Roumeliotis
  • 4. How Do You Create a Brand for Your Practice? You actually don’t create a brand at all. Your brand is, in fact, created by the public – - by their perceptions, - thoughts, and experiences - by how they define you. The professional practitioner and the practice brand are synonymous. Your brand is the exhilaration (or disappointment) a client/patient feels from the experience he/she had at your practice and service offering. James D. Roumeliotis
  • 5. Image blunders Faux pas! James D. Roumeliotis
  • 6. Personal Brand = Your Image = Perception In order to be successful with your practice , it is critical to set yourself apart. Think about the following questions:  Do you know your unique differentiators (USP)?  Can you define your personal brand?  How easily can you articulate that brand?  Do you actively work on enhancing your brand?  Do you have a brand strategy? “Values & Vision” James D. Roumeliotis
  • 7. Character vs. Reputation Reputation is what people say and think about you. Character is what you really are. It is said that character is like a tree and reputation like a shadow. Always deliver on what you promise. If you look after your character, your reputation will look after itself. James D. Roumeliotis
  • 8. Package Yourself As “The” Entity Hire for attitude and train for skills – Craft a marketing, Staff are a reflection advertising and of your image/brand. publicity campaign Create awareness and „buzz‟ that focuses on with PR (online/offline – articles/blogs, radio/TV talk helping you achieve shows etc.) – to demonstrate your vision. you‟re the expert in your field of specialization. James D. Roumeliotis
  • 9. Marketing & Branding Material  Business Cards  Stationary  Brochures (testimonials)  Website (testimonials)  Social Media Pages  A PR plan to execute James D. Roumeliotis
  • 10. The Total Customer/Patient Experience Based on:  Perceptions and experiences at every touch point (interaction)  Relationship based  Service oriented James D. Roumeliotis
  • 11. The Appointment  Whether by email (response within 24 hours)…or  by phone (no more than 2 rings – professional greeting, no placing on hold and effortless appointment setting) James D. Roumeliotis
  • 12. The Office Ambiance First impressions do matter James D. Roumeliotis
  • 13. The Reception It is the first impression – reflects your image.  Area should be tidy and attractive/welcoming  The person at the reception desk should: - Smile; - Be neatly dressed and groomed; - Make the visitor/customer feel appreciated. Client/Patient should not have to wait more than 10 minutes for his/her appointment. James D. Roumeliotis
  • 14. Waiting Room Ambiance  Conveys the image of the firm with a touch of sophistication.  Should exploit the 5 senses and be a place one doesn’t mind waiting in. – Soothing colors with elegant décor – Relaxing music playing in the background (discrete volume); – The air should have a pleasant scent; – Comfortable couches in good/clean condition; – Perhaps offer a beverage (coffee, tea, bottled water or juice); – A variety of lifestyle magazines in good condition (no tears etc.) – coloring books for the kids – A TV with a news channel (or a video about the practice) – Other amenities to keep busy during the wait. James D. Roumeliotis
  • 15. Post Visit Follow-up  As an unwritten protocol, in order to demonstrate courtesy and care, as well as to show additional appreciation for the business, either the person who provided the service or an associate should call the client/patient, thank him/her and ask if there are any questions and comments. James D. Roumeliotis
  • 16. Three Professional Practices That “Get- It” They have nurtured a client/patient-centered environment, and have succeeded in attracting and keeping them by adding value and satisfaction to their lives. As a result, they can justify billing higher fees which their clients/patients are willing to pay. Dr. Robert Rey Raymond Chabot G. Yabu & Pushelberg Thornton www.yabupushelberg.c www.raymondchabot.comom www.drrobertrey.co James D. Roumeliotis
  • 17. Summary - Brand is created through public perceptions and experiences with the firm. - The professional practitioner and the practice brand are synonymous. - Brand is image, while reputation is reality - The practice should deliver a consistent meticulous and thorough work/services. - Cheery and soothing office ambiance. - Post visit follow-up - Think Total Customer/Patient Experience James D. Roumeliotis
  • 18. James D. Roumeliotis Montreal, Canada T: +1.514.715.7785 jdr@affluencemarketing.ca
  • 19. This is a book about implementing refreshing business strategies in the marketplace including: • Strategies every successful leader must know. • Sales Management Tactics for the goal- oriented executive. • Executive Leadership. • Effective Marketing and Branding techniques. • Design, Innovation, and the Luxury Domain. • What you don‟t know could hurt your business – Food for Thought. • Additional thoughts about post-recession marketing. • Effective political campaign strategies by utilizing marketing techniques along with the personal brand. James D. Roumeliotis www.entrepreneurialessentials.com