TactiBrand and Pareto Systems on Client Acquisitions
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Client Acquisition How to Attract & Engage
description
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.,
Transcript of TactiBrand and Pareto Systems on Client Acquisitions
Client AcquisitionHow to Attract & Engage
Wisdom from…Kirk Lowe
Branding TacticianDuncan MacPhersonSpeaker, Practice Mgmt Leader
Which situation seems more risky for your practice?
Defining Question
What is Success?Success is growth in business development, practice management and professional competence.
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
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.
Rate your brand in 5 categories:Uniqueness | Relevance | Exposure | Behavior | Advocacy
Your BrandNeeds to be unique, relevant and simple to share and understand. 1
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
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
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.
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
