Creating your 2015 new client strategy

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Housekeeping

Creating your 2015 new client

Who’s Wayne Schmidt

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Compliance

- Selling the invisible

Services

- Selling the tangible

Social media is like dating

Trust

Permission

Stories - case

studies

Part 1 - recap• Move to content and conversations

• Theme your year

• Blog

• Keep it real

• Facebook

• Team share

• Twitter

• LinkedIn status update

It’s not about you

What makes you unique?• I don’t know who you are

• I don’t know your company

• I don’t know your company’s product

• I don’t know what your company stands for

• I don’t know your company’s customers

• I don’t know your company’s record

• I don’t know your company’s reputation

• Now why should I use you?

Leveraging vendor listings

Why run client seminars?

• Improve productivity by removing dirty data files

• Retain and attract new clients

• Create new revenue streams

• Become the connected advisor

Website review

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3 items you’ll start doing

3 items you’ll stop doing