ROSS TAG PPT2

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TAG presentation

PowerPoint Presentation: 

I have one 30 hour/week assistant at $13.00/hour. Use Call Ruby if we are out. I am looking to hire Joe Lukacs personal coach…need some help to re-group/grow Do paperwork with clients…. When not seeing clients…I’m “playing office” as Lukacs calls it…I need to change. 5005 Horizons Dr , Columbus Ohio

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Some background: Upper Arlington HS 1981 , Franklin University 1987 Ross Wealth Advisors 1987-present, Ohio Army National Guard (pilot) 1981-2007 Veterans day 2005…landed Blackhawk at VD event Army Blackhawk chopper…one bad ass bird!!

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Financial Alligators Joke….usually gets a laugh

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Marketing: Dinner Seminars NBC/4 Daytime/Gail Hogan 11am Cheesecakes (client makes)/ Popcorn. Referral thank you gifts Many handwritten letters to prospects Circle of Advocates…small group of clients. BLOG/WEBINARS (researching now)

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Circle Of Advocates Tour OSU “The Shoe” On set with Gail NBC/4…11am

Simple Process:: 

Simple Process: Two public events per month . Mail out 5000 invitations to: Home owners With income over $30,000 Ages from 55 to 75 Invitation cost 60 cents Meals cost between $ 30 per person

Results:: 

Results: Lately average about ½ response rate Avg. around 4 0 % to schedule visit GREAT CHALLENGE HERE: Get better at closing at seminar

Products/Services: 

Products/Services I nsurance/annuities/managed (all Matson Money) Full service taxes Full services estate planning Full service medicare supplement services

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Bank story: The point of the story, that many informed use the rules/system t o THEIR advantage.

When we sit down: 

When we sit down Probably where I need the most help…until recently been taking clients t hrough a process I’ve learned from other advisors. IVE NOT BEEN DOING the inventory, but will be doing that more and more, meaning the FMIA. It sure brings up some interesting conversations. Usual goal has been 1 st appointment find “THE PAIN”, second appt. clarify more and introduce some basic ideas (see how they feel about safety/risk). Third appt. get the commitment. It’s harder and harder lately it seems…a lot of shopping around. GREATEST CHALLENGE HERE : Find more commitment up front

AUM TO DATE:: 

AUM TO DATE: Started actually moving some client funds in May 2011. Have about $3,200,000 with a few bucks in-bound. Have done a few MYTHS but will ramp up. I am NOT part of the platinum (big kahuna) program yet. Not sure when…perhaps when hit $6MM aum …Not sure PBS will be some huge referral program…time will tell. I am a big believer in MM and only program I use…. Charge 1%...however tell clients it’s 2% (when add MM/Schwab/DFA)

Closing thoughts:: 

Closing thoughts: First, thanks to Dan for the idea of putting the TAG together. Accountability is the greatest motivator even for the most motivated. I constantly will look at all the different marketing shit ideas that come my way…I have to stop. Staffing is a small part of my issues’ I can train her on what to do what to say. In the event we are out/both on phone or in appt ….we use CALL RUBY to answer phones…it’s great. My goal is to acquire about $5,000,000 MINIMUM AUM annually. HOWEVER, do I have a solid game plan to do that? NOT REALLY other than what MM provides…I believe the TAG (and Wolfpack ) will help with this.

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Thanks for watching! NOW LET’S RIDE!!!