RI Adviser | Learn | MarketingRachel Palmer, Marketing Specialist

The Marketing team

Daniela RobertsMarketing Manager

Christine HowardMarketing

Specialist FSP

Rachel PalmerMarketing

Specialist RI

Kate HageMarketing

Specialist M3

Stephanie TranMarketing

Coordinator

The importance of a marketing plan

To assist you in coordinating a range of tactical marketing activities, aligned to your business plan, that will help achieve your business goals and objectives

“Singing off the same hymn sheet” – a snapshot to help all team members work toward the same goal

To help keep you on track

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What happens if you don’t plan?

ChaosNo direction

Who is responsible?Clients move on to more active advisers

Referral partners stop referringMoney spent on community sponsorship wasted

Brand building in community forgotten

RI Advice Business Plan

Marketing Growth PlanPlan focussing on key business Growth Initiatives that will be supported by marketing

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Estate Planning for Life1. Support tools to assist

advisers position EPFLie. single page snapshot, PPT

slides, flyer2. Marketing support

Campaign

SMSF CampaignToolkit designed to help capitalise on the growing SMSF sector and

broaden service offering

1. Adviser support materials2. Client marketing tools

Cashflow1. Support tools to assist

advisers position the Cashflow solution with clients.

ie. single page snapshot, PPT slides, flyer

2. Relaunch & embed Cashflow Marketing Campaign

Marketing Support PlanPlan focussing on marketing service program and key support Initiatives

Social Media strategy:

Help bring adviser’s social presence to life.

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Client Comms review:

Transporting client comms into

21st Century.

Roadmap: Assist advisers embed

Roadmap materials inc. Wealth Report

into marketing plans.

Marketing Snapshot:Where to guide to

showcase marketing tools and materials in

simple form.

Client Comms Program InTouch newsletter – (qtly), Editorial (mthly), Market Update (mthly), COI Update (bi-mthly), Tech Update (mthly)

MAY/JUNE JUNE/JULY SEPTEMBER

JULY AUGUST OCTOBER ONGOING

JULY/AUGUST

Centralised Marketing CampaignsOnePath

‘Super Top Up’ campaign utilising innovative marketing technology

designed to activate clients

MAY

Federal Budget campaign:

Comms to inform clients of key

budget outcomes.

Accumulators/Retirees Accumulators/Retirees Inactive C&Ds Pre-Retirees

MAY/NOVEMBER

EOFY & EOYcampaigns:

Comms to inform clients of EOFY / EOY strategies.

2015 RI Advice marketing plan

Tools and resources to support your marketing plan

Federal Budget Wealth Report advertsEOFY flyersRe-launch of cash

flow toolsPURLS campaign

Tools and resources (continued)

SMSF campaignCommunications program

ANZ women’s campaign – currently re-branding some

pieces for RI Advice

New web banners and the RI Explainer video to update your website

Coming soon

Social media content

Estate Planning for Life – new campaign material

Marketing snapshot

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Interactive User Guide – segmented by topic matter , designed to help practices navigate their way around Adviser Services marketing pages and the RI Marketing Engine

RI Adviser Services

The most useful area for you, from a marketing perspective, is:

• Marketing > Resources – where we keep all of our campaign material

• Marketing > Editorials and updates – where we upload our latest client communications material

• Homepage – updates and latest information

Adviser Services is your go-to resource for the latest news, tools and templates.

RI Marketing Engine

To help you grow your revenue streams we continue to upload new content to the Marketing Engine

Supporting growth and productivity• Easy access to tactical marketing

material• Improve our marketing offer• Reduce costs and increase revenue

opportunities• Instant turnaround on material

Reminder – turnaround time for document approval

• As our practice support staff you are often responsible for sign-off in your practice

• Please remember all the centralised services teams have a 2 working day turnaround time

• Times can be longer if the material is complex

• Make use of pre-approved material on Adviser Services or the Marketing Engine

Email: advisermarketing@anz.com