Strategy to Market Financial Services

in Springfield, MO and Kansas City, MO/KS

Strategy to Market Financial Services

in Springfield, MO and Kansas City, MO/KS

Submitted by Andrew PappasSubmitted by Andrew Pappas

Vision

• During the first five years of financial consulting, achieve and maintain at least $60 million in assets under management. Increase assets under management by an average of $250,000.00 per week; annualized to $12 million.

My Clientele is out there. How am I differentiating myself

from my competition?

Pro Forma

Assuming a client has around $200,000.00 is assets and a target number of $60 million in assets under management by year Five; resulting in a target number of 300 clients. This breaks down to 60 newly acquired clients per year (five per month) . The goal must be set to ten-twelve weekly meetings; resulting

in one new client per week.

Here’s my plan to FIND them…

Building a Client Base

Prospective clients are various professionals and

executives. These include lawyers, doctors, real-estate brokers, etc.. The goal is to cater a profitable financial consultancy around the needs of this prospective

clientele; and to expand this consultancy through social

and professional networking strategies.

Use the Latest Technologies

Use Demographic Tools

• US Census Data• Data Brokerages such as

USA DATA• Google Earth (online or

software)• Hoovers• Standard and Poors• Lexis Nexis

Utilize local area Chambers of Commerce

Kansas City - (includes Lenexa)

Shawnee Leawood Overland Park Springfield Nixa Republic Rogersville Ozark Battlefield

Network Away!

• Local Civic/ Cultural Associations

• Professional Sports Clubs/ Franchises

• Golf Clubs• Fine Art Galleries• Fine Arts/ Charity Events• LinkedIn Internet Network for

Professionals• PLAXO Internet Address Book• Upscale Restaurants, Health

& Racquet Clubs

Utilize Public Records and local Business Journals

• Building Permits• Newly Licensed Businesses• Newly Formed Corporations• New Telephone Service• Newly Promoted Workers• New Non-Profit Formations• Newly Purchased Real Estate• Newly Bought/ Sold

Businesses

Join Trade Associations

• National Association of Personal Financial Advisors

• National Association of Insurance and Financial Advisors

Target Clientele

• SMALL BUSINESS OWNERS– Their goal is to maintain a successful business while

securing their financial lives. They want to prepare for the future while watching their business expand.

– These men and women are entrepreneurs that still have financial concerns which need to be addressed.

• ESTABLISHED PROFESSIONALS– Their goal is to maintain a thriving career while

securing their financial lives. They want to prepare for the future while establishing a successful profession.

Potential Client List

How am I staying in front of my customer – the lifeblood of my

business – with a value message that postures me as different and

superior to my competition?Here’s my plan to KEEP them…

Spread the WORD!

• Premium Incentive Novelties• Direct Mail• E-Mail Newsletters• Weekly Podcasts• Public Access Cable Show• Biz-Journal/ Print Placements• Directory Listings• Website Linking• Search Engine Optimization• Radio/ TV Spots• Cable Ticker• Frequent Newspaper Articles• Frequent Press Releases

Spread the WORD some more!

• Family and Friends• Community Involvement• Investment Clubs• Alumni Associations• Trade Unions• Seminars• Event Sponsorships• Volunteer Work• Civic Donations