For Advisor Use Only. · My Background •Bachelor of Science –Ohio University •Masters of...
Transcript of For Advisor Use Only. · My Background •Bachelor of Science –Ohio University •Masters of...
For Advisor Use Only.
What makes us unique in our marketplace?
•Marketing
•Process Driven
•Annual Meetings with Clients
Safe Harbor Retirement Group - StaffGary Sickles Founder/CEO
Cory Sickles President
Melissa Sickles Marketing Director
Holly Swearingen Vice President - Operations
Julianna Severns Client Services
Erin Beavers Events Coordinator
Kathy Willman Director of First Impressions
My Background
•Bachelor of Science – Ohio University
•Masters of Science – Ball State University
•18 Years at Comdata Corporation
• Six Sigma Blackbelt
• Safe Harbor Retirement Group – April 2012
• Safe Harbor Wealth Advisors – May 2014
Actual Production Numbers
Annuity/Life AUM Combined
2012 (April) $3,182,844 $0 $3,182,844
2013 $5,071,571 $0 $5,071,571
2014 $7,047,062 $4,514,790 $11,561,852
2015 $6,678,443 $6,789,681 $13,428,124
2016 $9,059,368 $8,103,077 $17,162,445
2017 (Actual) $4,104,075 $7,998,594 $12,102,699
2017 (EST) $5,472,100 $10,664,792 $16,136,892
Marketing
• Seminars
• Financially Tuned Radio
•Radio Advertising
• Television Advertising
•Konnexme
•30 Minute TV Infomercial (2018)
•Digital Campaign (2018)
Seminars (through September 2017)
•Months for presentations • Jan, Feb, Mar, Apr, May, Aug, Sep, Oct
•Number of Nights - 10
•Number of Buying Units - 157
•Average Number of Buying Units – 15.7
•Appointments Percentage - 63%
Financially Tuned Radio
•QFM96 • Sundays at 7:00 a.m.
•WMNI AM920• Sundays at 7:05 a.m.
•98.9FM The Answer• Sundays at 10:00 a.m. and again at 11:00 a.m.
Radio Advertising
•WTVN 610AM (Talk Radio)• Feb, Mar, Apr, May, Aug, Sept, Oct
•QFM96 (Classic Rock)• Feb, Mar, Aug, Sept
• Additional advertising provided for radio show
Television Advertising
•WBNS-TV (CBS affiliate)
• 6pm-8pm News, Wheel of Fortune, Jeopardy Rotator
•WCMH-TV (NBC affiliate)
• 6pm-6:30pm News
•WSYX-TV (ABC affiliate)
• 6pm-6:30pm News
• The BIG10TV Toy Drive (Main Sponsor)• 6pm-6:30pm News
KonnexMe
•Weekly Facebook/Twitter/LinkedIn postings• Splashspot
• All prospects with email go into the program• Largest client in 2017 – 800K worth of assets
•AUM Clients• Weekly Brief from Safe Harbor and Gradient Investments• Receive personal email/phone call when they “hit” Wealth Watch
triggers
New 2018 Marketing Campaigns
•30 Minute TV infomercial• Saturday/Sundays
• Implement “Digital Campaign”• Video
• Goggle Pay
• Ads on social media and websites
Annual Reviews
•Performance Review• Financial Report from Konnexme
• Navigator Performance Report
• Annuity/Life Insurance statements
•New Business Opportunities
•Referrals
Actual sales by marketing program
2016 – Marketing Sales % of Sales• TV/Radio Advertising $4,999,242 29%
• Seminars $6,828,715 40%
• Clients/Referrals $5,334,487 31%
2017 (Sept) Marketing Sales % of Sales• TV/Radio Advertising $3,932,800 32%
• Seminars $2,745,431 23%
• Clients/Referrals $5,424,467 45%
Thank You!