Examples of Communications Target Delivery Methods What May Be Opportunities and Audience Different than Most Subjects Advisors? -Career transition -Forwarded articles -Advisor as a coach Key Clients, -Employee life planning -Sending out books -Advisor as a “human info web or browser” Corporate -Focused workshops source of prospects Life transitions info: -Referrals to other information - Bereavement professionals - Retirement -General information sessions - Disability - Marriage - Family changes - Divorce - Critical illness - Elder care - Sudden wealth Table 2 - 9 Information Specifically Tying Financial Planning to Life Planning Strategies Examples of Communications Target Delivery Methods What May Be Opportunities and Audience Different than Most Subjects Advisors? Key -Sudden wealth -Newsletters -All information framed in terms of life Clients, -Suddenly single -Web site plan Prospects, -Helping the community -Workshops -Life planning as a Referral -Gifting loved ones -Seminars branding method networks -Saving for education -Writing articles -Saving for retirement -Regular client meetings -Low stress investing -Initial meeting with -“How markets affect your new clients life”
Target Audience Examples of Communications Opportunities and Subjects Delivery Methods What May Be Different than Most Advisors? Key Clients, Corporate prospects -Career transition -Employee life planning info Life transitions info: - Bereavement - Retirement - Disability - Marriage - Family changes - Divorce - Critical illness - Elder care - Sudden wealth -Forwarded articles -Sending out books -Focused workshops -Referrals to other professionals -General information sessions -Advisor as a coach -Advisor as a “human web browser” or source of information Table 2 - 9 Information Specifically Tying Financial Planning to Life Planning Strategies Target Audience Examples of Communications Opportunities and Subjects Delivery Methods What May Be Different than Most Advisors? Key Clients, Prospects, Referral networks -Sudden wealth -Suddenly single -Helping the community -Gifting loved ones -Saving for education -Saving for retirement -Low stress investing -“How markets affect your life” -Newsletters -Web site -Workshops -Seminars -Writing articles -Regular client meetings -Initial meeting with new clients -All information framed in terms of life plan -Life planning as a branding method
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