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Mar 5, 2010 2:38 pm

I've always thought about doing this, but now I'm serious.  I have a TV in my office hooked up to my computer.  So I was thinking, would it be a good idea to make a one slide power point that says our group name, company name, and "Welcomes Joe and Jane Doe".  It would be crisp on the screen and easily seen when the prospective client walks into the office.
They do this at my car dealership when you bring your car into service.  It says the date and that they welcome me.  I've also seen it on Entourage when the agents are trying to sign a new client.
What spurred this is that I just got off the phone with the perfect retirement income planning client for us.  Has about $2 million, wants some safety, predictable income, etc.  He will be interviewing 3 advisors within this month and making a decsion.  So, I sent him a thank you note for speaking with me on the phone today.  When he and his wife come into the office, I want their impression to be favorable.  What do you guys think of doing this?

Mar 5, 2010 2:49 pm

I've always thought about doing this, but now I'm serious.  I have a TV in my office hooked up to my computer.  So I was thinking, would it be a good idea to make a one slide power point that says our group name, company name, and "Welcomes Joe and Jane Doe".  It would be crisp on the screen and easily seen when the prospective client walks into the office.
They do this at my car dealership when you bring your car into service.  It says the date and that they welcome me.  I've also seen it on Entourage when the agents are trying to sign a new client.
What spurred this is that I just got off the phone with the perfect retirement income planning client for us.  Has about $2 million, wants some safety, predictable income, etc.  He will be interviewing 3 advisors within this month and making a decsion.  So, I sent him a thank you note for speaking with me on the phone today.  When he and his wife come into the office, I want their impression to be favorable.  What do you guys think of doing this?

 
So, you're going to model your marketing after a car dealership and a satirical comedy on HBO?  Are you going to recommend that they invest that $2,000,000 into timeshares as well?  To each his own, but if someone pulled that on me I would run for the nearest exit.

Mar 5, 2010 2:58 pm

I've always thought about doing this, but now I'm serious.  I have a TV in my office hooked up to my computer.  So I was thinking, would it be a good idea to make a one slide power point that says our group name, company name, and "Welcomes Joe and Jane Doe".  It would be crisp on the screen and easily seen when the prospective client walks into the office.
They do this at my car dealership when you bring your car into service.  It says the date and that they welcome me.  I've also seen it on Entourage when the agents are trying to sign a new client.
What spurred this is that I just got off the phone with the perfect retirement income planning client for us.  Has about $2 million, wants some safety, predictable income, etc.  He will be interviewing 3 advisors within this month and making a decsion.  So, I sent him a thank you note for speaking with me on the phone today.  When he and his wife come into the office, I want their impression to be favorable.  What do you guys think of doing this?

  
So, you're going to model your marketing after a car dealership and a satirical comedy on HBO?  Are you going to recommend that they invest that $2,000,000 into timeshares as well?  To each his own, but if someone pulled that on me I would run for the nearest exit.

 
I also attended a due dilli trip to Chicago last year that showed a clip on how these slightly successful financial advisors managing about $1 billion of client assets used the very same technique.  But your sarcasm wasn't lost on me.

Mar 5, 2010 3:12 pm

If it works, nothing wrong with it.  I just found it a bit creepy, personally.

Mar 5, 2010 3:23 pm

Snags, I actually read in one of the advisor rags that this is a good idea.  However, I think you have to be careful about the perception of confidentiality issues.  Some people would NOT like their advisor flashing their name up in lights.  I would test it maybe, and see how it looks.  But just be aware that some people may be turned off by it, and turned off enough to walk away from you.

Mar 5, 2010 3:31 pm

Snags, I actually read in one of the advisor rags that this is a good idea.  However, I think you have to be careful about the perception of confidentiality issues.  Some people would NOT like their advisor flashing their name up in lights.  I would test it maybe, and see how it looks.  But just be aware that some people may be turned off by it, and turned off enough to walk away from you.

 
 
Yeah, I've thought about that.  It's a little 22" TV about 8 feet from where the clients sit...so no one else would see it but them.

Apr 19, 2010 1:52 pm

I don't think it's going to take up a lot of your time and resources if you do this so why not?