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TactiBrand and Pareto Systems on Client Acquisitions

Date post: 19-Nov-2014
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Kirk Lowe, Branding Tactician at TactiBrand and Duncan MacPherson, practice management leader at Pareto Systems share their thoughts on Attracting and Engaging clients in Financial Services.,
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Client Acquisition How to Attract & Engage
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Page 1: TactiBrand and Pareto Systems on Client Acquisitions

Client AcquisitionHow to Attract & Engage

Page 2: TactiBrand and Pareto Systems on Client Acquisitions

Wisdom from…Kirk Lowe

Branding TacticianDuncan MacPhersonSpeaker, Practice Mgmt Leader

Page 3: TactiBrand and Pareto Systems on Client Acquisitions

Which situation seems more risky for your practice?

Defining Question

Page 4: TactiBrand and Pareto Systems on Client Acquisitions

What is Success?Success is growth in business development, practice management and professional competence.

Page 5: TactiBrand and Pareto Systems on Client Acquisitions

Formula for SuccessBalanced competence is needed.

Professional Competence: Practice Management: Business Development:

•Client Engagement•Expertise•Focus•Client Retention•Referral Approach

•Business & Operations Management•Team Development•Referral Process

•Branding•Marketing Assets•Communication Plan•Call-to-Action Tactics

Page 6: TactiBrand and Pareto Systems on Client Acquisitions

Client AcquisitionEmbrace attracting and engaging.

Develop a simple and compelling story. Build professional content and material to showcase your story. Get your story in front of people, offer value and wisdom without obligation

– it’s called building rapport and it means everything. Give them options to engage your ideas, your tribe and your services.

Page 7: TactiBrand and Pareto Systems on Client Acquisitions

Rate your brand in 5 categories:Uniqueness | Relevance | Exposure | Behavior | Advocacy

Your BrandNeeds to be unique, relevant and simple to share and understand. 1

Page 8: TactiBrand and Pareto Systems on Client Acquisitions

Build Library of Value & Wisdom:Website | Blog | Papers | Articles | Posts | Checklists | Tools

Marketing AssetsDevelop marketing assets to support credibility and professionalism. Then package assets and use as call-to-actions. 2

Page 9: TactiBrand and Pareto Systems on Client Acquisitions

Offer value and wisdom. Attract then engage.Social Media | Blog | Nurture Campaigns | Public Relations | Community

Communication PlanThink ‘boomerang’ – you need to put it out there so it will come back to you. 3

Page 10: TactiBrand and Pareto Systems on Client Acquisitions

The Return:More Inquiries, Endorsements , Referrals & Ideal Clients

OutcomesWhen you share a compelling story in a professional, value-added manner, people will talk with you and about you.

Page 11: TactiBrand and Pareto Systems on Client Acquisitions

Defining MomentWhich situation seems more risky for your practice?

Next Steps: Take Brand Challenge at TactiBrand.com/challenge Subscribe to KirkLowe.com Subscribe to ‘Actionable Tip of the Week’ at ParetoSystems.com Zero-Cost Coaching at ParetoSystems.com or call Anita Vaughn at 877-

359-8020 for more information


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