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Advanced Marketing for Top Producers

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

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Page 1: Advanced Marketing for Top Producers

Advanced Marketing for Top Producers

Page 2: Advanced Marketing for Top Producers

Three Themes

Specialists earn moreBroad Marketing within

specialtyHost-beneficiary relationships

Page 3: Advanced Marketing for Top Producers

Specialize

Page 4: Advanced Marketing for Top Producers

Specialize

Page 5: Advanced Marketing for Top Producers

The most successful advisors have a niche, a specialty

25%25%

75%75%

Page 6: Advanced Marketing for Top Producers

Product Marketing Method

Market

Specialize

Page 7: Advanced Marketing for Top Producers

Flaunt Your Specialization

Write a book

Page 8: Advanced Marketing for Top Producers

Flaunt Your Specialization

Speaking/Exhibiting

Page 9: Advanced Marketing for Top Producers

Flaunt Your Specialization

Radio / TV

Page 10: Advanced Marketing for Top Producers

Flaunt Your Specialization

Write articles–get a column

Page 11: Advanced Marketing for Top Producers

Flaunt Your Specialization

Get a PR person

Page 12: Advanced Marketing for Top Producers

Flaunt Your Specialization

Write a newsletter –send monthly

Page 13: Advanced Marketing for Top Producers

Flaunt Your Specialization

Web Site

Page 14: Advanced Marketing for Top Producers

Broader Marketing

Have your research firm telemarket

Page 15: Advanced Marketing for Top Producers

Broader Marketing

The Dream 100

Page 16: Advanced Marketing for Top Producers

Broader Marketing

Junior Agents–Solicitors

Page 17: Advanced Marketing for Top Producers

Broader Marketing

Seminars

Page 18: Advanced Marketing for Top Producers

Broader Marketing

Direct Mail

Page 19: Advanced Marketing for Top Producers

Broader Marketing

Advertising

Page 20: Advanced Marketing for Top Producers

Host Beneficiary Relationships

Don’t stop with CPAs and attorneys

Business Brokers

Page 21: Advanced Marketing for Top Producers

Host Beneficiary Relationships

Other Insurance Agents

-they need help

Page 22: Advanced Marketing for Top Producers

Host Beneficiary Relationships

Commercial Real Estate Brokers

Page 23: Advanced Marketing for Top Producers

Host Beneficiary Relationships

Outplacements Firms

Page 24: Advanced Marketing for Top Producers

Host Beneficiary Relationships

Mercedes Dealer/Yacht Brokers

Page 25: Advanced Marketing for Top Producers

Host Beneficiary Relationships

Stockbrokers/Investment Bankers/Hedge Funds

Page 26: Advanced Marketing for Top Producers

Secrets to a Million Dollar++ Income

Page 27: Advanced Marketing for Top Producers

Opportunities with Brokerville20% discount to MSF ProducersGet the Total Prospecting and Sales

System  www.brokerville.com 800-980-0192 option 3Be a Certified Retirement Financial

Advisor™ www.crfa.usBe an IRA Rollover & Distribution Expert

www.iraexpert.net

Page 28: Advanced Marketing for Top Producers

Free Gift

Four Ways to Avoid Capital Gains Tax www.nfcom.com/freegift

Page 29: Advanced Marketing for Top Producers

The Difference Between the Best And Worst

Source: PGA Tour 2003

1 Vijay Singh $7,573,907 69.1172 Stephen Ames $1,077,651 70.02100 Craig Barlow $638,721 70.74254 Dan Halldorson $5,640 74.36