1. Your Website & CRM: A Symbiotic Relationship @AdvisorWebsite @RedTailCRM

2. AGENDA  Essential tools in your practice  Delighting your audience online  When technology works together

3. WHEN TECHNOLOGY WORKS TOGETHER…

4. Next steps Commitm entPricingDemo Statist ics Questio nsWelcome CONSUMER BEHAVIOR IS CHANGING % OF PEOPLE WHO SKIP TV ADS % OF DIRECT MAIL NEVER OPENED 86 44 Source: The Guardian, August 2010, TSEA.ORG, March 2009, & EPA.GOV, November 2010

5. Next steps Commitm entPricingDemo Statist ics Questio nsWelcome RULES AND REGULATIONS # OF US CITIZENS 300,000,000 ? # OF US CITIZENS ON THE “DO NOT CALL” LIST Source: FTC, July 2010

6. Next steps Commitm entPricingDemo Statist ics Questio nsWelcome RULES AND REGULATIONS # OF US CITIZENS 300,000,000 200,000,000 # OF US CITIZENS ON THE “DO NOT CALL” LIST Source: FTC, July 2010

7. Next steps Commitm entPricingDemo Statist ics Questio nsWelcome How do people find what they’re looking for?

8. Next steps Commitm entPricingDemo Statist ics Questio nsWelcome PERCENT OF THE POPULATION DOES RESEARCH ONLINE BEFORE BUYING? 86% of the public will research a service or product before making a buying decision

9. Next steps Commitm ent Pricing Demo Statist ics Questio nsWelcome

10. Next steps Commitm entPricingDemo Statist ics Questio nsWelcome 2 TYPES OF VISITORS Prospects & Clients

11. Next steps Commitm entPricingDemo Statist ics Questio nsWelcome WHAT DO PROSPECTS WANT? 3 big questions: Who are you? What do you do? Why should I care?

12. Next steps Commitm entPricingDemo Statist ics Questio nsWelcome WHAT DO CLIENTS WANT? Value Upcoming events Account access News, updates, etc.

13. Next steps Commitmen tPricingDemo Statistic sQuestionsWelcome CASE STUDY: HOW DO VISITORS USE YOUR SITE?

14. Next steps Commitmen tPricingDemo Statistic sQuestionsWelcome Answer prospects questions immediately Search engines love blog This tells visitors what to do next WHAT DO PROSPECTS WANT?

15. Next steps Commitmen tPricingDemo Statistic sQuestionsWelcome Resources provide tips & news Contact info on every page Clients can log in from the homepage WHAT DO CLIENTS WANT?

16. Next steps Commitmen tPricingDemo Statistic sQuestionsWelcome Info is automatically imported into Redtail CRM.

17. Next steps Commitmen tPricingDemo Statistic sQuestionsWelcome ADVISOR WEBSITES REDTAIL

18. Next steps Commitm entPricingDemo Statist ics Questio nsWelcome A SIMPLE MODEL FOR SUCCESS TrafficConversionMeasurement

19. WHAT’S NEXT IN THIS SERIES? Oct 29:Your Website & CRM: A symbiotic Relationship Nov 12:What Referrals Want Dec 9:Generating Leads Online Jan 13:Turning Qualified Leads into Clients Feb 17:3 Proven Ways to Build Strong, Happy Client Relationships