2. What you'll need
Definition of prospecting
How much time you should spend
prospecting
Two basic strategies for prospecting
29+ prospecting tactics – be ready to write
down at least 10!
Action Plan
3 Goals Exercise
3-5 prospecting tactics out of your top 10
Copyright Suzanne Muusers
www.ProsperityCoaching.biz
4. LinkedIn profile – well written, professional,
compliant
30 second commercial
Professionally branded brochure and
matching business card
Professional website
Thank you cards
Email newsletter
…..
Copyright Suzanne Muusers
www.ProsperityCoaching.biz
5. Lifeblood of any thriving practice
Proactive process as opposed to reactive
Constant and well planned effort searching
for people who may be interested what you
offer
Copyright Suzanne Muusers
www.ProsperityCoaching.biz
6. Length of time in years Time spent marketing
0-3 75%
4-5 50%
6+ 25%
Even if you have been in business 6+ years, you should still spend
¼ of your time prospecting
Copyright Suzanne Muusers
www.ProsperityCoaching.biz
7. Through people you know
Through people you don't know
Copyright Suzanne Muusers
www.ProsperityCoaching.biz
10. The HANDOUT – write down at least 10 tactics!
Existing clients
Master referral conversations
EXCELLENT SERVICE – create a client service matrix
Send out a service survey
Create a client call list
Send a 3 letter referral campaign –letter 1-client
review summary
We are here for you - We are all faced with financial decisions on
a regular basis. You may need to make a retirement decision,
purchase a home, or deal with a career change. Please call us
as we are here to help you. Also, you will have friends and
family who could benefit from advice at a critical time for
them. We will always be honored to help those you care
about.
Copyright Suzanne Muusers
www.ProsperityCoaching.biz
11. Letter 2 sharing a favorite article
Letter 3 – educating re: What are the situations that your
friends or family may need a referral to a qualified financial advisor?
Births, deaths, moves, new job, job promotions, selling a business…
Client appreciation events – at least one per
quarter
Client Review meetings – ask for referral
Centers of influence
Copyright Suzanne Muusers
www.ProsperityCoaching.biz
12. Mail Lists –purchased and based on: zip code,
affluence, niche, industry
Mail Lists – you compile yourself: local
Business Journal – book of lists; new
businesses
Direct mail postcard to business owners –
with a follow up phone call
I recommend a 6x11 postcard with
provocative copy and HUGE call to action
Copyright Suzanne Muusers
www.ProsperityCoaching.biz
13. Business Networking – Chamber of
commerce, leads groups, etc.
Speed networking
Public speaking seminars – positioned as
educational workshops
Speak to groups -In your client survey, ask
for clubs, organizations, or groups your
clients belong to. Offer an educational
workshop
Appointment setting services
Second opinion services
Copyright Suzanne Muusers
www.ProsperityCoaching.biz
14. Start Groups: MeetUp group, social group
Collaborate –lunch and learn
Specialty events …
Brown bag lunch for a specific niche –
Women's Wealth – A Journey to Financial
Success
Martini and Money Happy Hour
Write articles for niche publications
Copyright Suzanne Muusers
www.ProsperityCoaching.biz
15. Use your website as a prospecting tool
Downloadable brochure
List your firm with a “Find an Advisor
Website”
http://www.wiseradvisor.com/
http://www.paladinregistry.com/
http://www.fpanet.org/
Copyright Suzanne Muusers
www.ProsperityCoaching.biz
16. Get ready to do some work. I push my clients
to take action!
Copyright Suzanne Muusers
www.ProsperityCoaching.biz
17. Goals are dreams with deadlines
Write down 3 Goals in 60 seconds – why? Your
subconscious mind knows what you want
1. Annual revenue
2. # new clients
3. New AUM
Copyright Suzanne Muusers
www.ProsperityCoaching.biz
18. Questions you should answer:
How to grow through your own clients?
How to target prospects who don’t know you?
How to keep in touch with clients &
prospects?
Write them down!
Copyright Suzanne Muusers
www.ProsperityCoaching.biz
19. I will review your 3 goals and 3-5 tactics over
the phone – & give you a free Marketing
Calendar
Email me - Email Subject line: 3 goals
suzanne@prosperitycoaching.biz
Anyone can download my free E-Book:
“10 Powerful Marketing Ideas”
at www.ProsperityCoaching.biz
on the right hand side of the page
Copyright Suzanne Muusers
www.ProsperityCoaching.biz
20. Call me: 480-463-3171
Visit my website –
www.ProsperityCoaching.biz
Get my Business Plan Program for advisors:
www.FABusinessPlan.com
Get my Affluent Marketing Plan 9 week
course:
www.MarketingToTheAffluentCourse.com
Copyright Suzanne Muusers
www.ProsperityCoaching.biz
Notes de l'éditeur
Is prospecting the same as marketing?Marketing can be passive. Prospecting is generally active
This is our agenda for todayWe are going to learn quite a bit
What I want for you "A prosperous practice and a comfortable home life“Attract Ideal Clients who willingly pay you for your expertise
Prospecting is being deliberate about what you do
This means time actually doing marketing, not time getting ready to do marketing. In my coaching practice I have seen advisors make big plans for marketing. It is the follow through and implementation that counts. Not just the planning.
Grow your practice through clients, centers of influence, friends, relativesGrow your practice by attracting prospects through marketing to those you don't know
65% of high income wealth managers earning over $800,000 annually ask their clients for referrals at least 4x per year
Just because prospects don't convert to a client right away doesn't mean they won't be a client in the future.