THIS MATERIAL IS FOR INSTITUTIONAL/BROKER-DEALER USE ONLY. NOT FOR DISTRIBUTION OR USE WITH THE PUBLIC. Acquiring significant net new business through strategic messaging and branding It’s more important than ever to be able to clarify and communicate what makes you different and the value you bring so that your personal brand stands out and becomes even more compelling to prospective clients. The solutions are surprisingly simple, inexpensive, and easy to implement. This program is designed to define specific strategies and solutions for new business development, including: ¡ Acquiring significant net new business from clients and strategic alliances through the use of strategic messaging and social media ¡ Articulating clear brand differentiation ¡ Delivering a compelling and memorable core story ¡ Developing consistent strategies to sustain your growth trajectory COMMUNICATING YOUR VALUE Research shows that new business acquisition is directly affected by a financial advisor’s perceived value in the marketplace.
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THIS MATERIAL IS FOR INSTITUTIONAL/BROKER-DEALER USE ONLY. NOT FOR DISTRIBUTION OR USE WITH THE PUBLIC.
Acquiring significant net new business through strategic messaging and branding
It’s more important than ever to be able to clarify and
communicate what makes you different and the value you bring
so that your personal brand stands out and becomes even more
compelling to prospective clients. The solutions are surprisingly
simple, inexpensive, and easy to implement.
This program is designed to define specific strategies and solutions for new business development, including:
¡ Acquiring significant net new business from clients and strategic
alliances through the use of strategic messaging and social media
¡ Articulating clear brand differentiation
¡ Delivering a compelling and memorable core story
¡ Developing consistent strategies to sustain your growth trajectory
COMMUNICATING YOUR VALUE
Research shows that new business acquisition is directly affected by a financial advisor’s perceived value in the marketplace.
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Understanding the big picture
The bullish facts
1.
2.
3.
The bearish reality
¡“New net assets reverse course.”1
¡ Only 25% of advisors exceeded new business goals in 2014.2
¡ 91% of advisors don’t believe their business development efforts are effective.3
1 Research Magazine, 9/14/14.
2 2014 Drivers of Business Growth study, FPA Research and Practice Institute, 2014.
3 “Financial Advisors Miss the Mark on Business Growth Goals: FPA,” ThinkAdvisor, 11/18/14.
Who are today’s high-performing advisors?
1.
2.
3.
What are high-performing advisors doing to grow AUM?
Now it’s time to take what you’ve learned and apply it to your practice
Thank you for joining us today!
1 Identify your simple differentiator and core story
2 Expose your personal value to your niche(s) and referral sources
3 Meet with your John Hancock Investments Business Consultant
Notes
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John Hancock Funds, LLC Member FINRA, SIPC601 Congress Street Boston, MA 02210-2805 800-225-6020 jhinvestments.com
NOT FDIC INSURED. MAY LOSE VALUE. NO BANK GUARANTEE. NOT INSURED BY ANY GOVERNMENT AGENCY.THIS MATERIAL IS FOR INSTITUTIONAL/BROKER-DEALER USE ONLY. NOT FOR DISTRIBUTION OR USE WITH THE PUBLIC.MF21333 CYVWB2 2/15
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