1. Are you effectively using the web with clients?

2. Agenda: Who is innergi The emerging needs of financial planning organisations The solutions we have developed

3. Who is innergi Independently owned and managed Develop scalable financial education and engagement resources Based in Warners Bay, providing services Australia Wide Co-founders Matt Linnert Robert Skinner

4. Background Financial Services – accounting, financial planning and practice development Communications – Writing and conference/public speaking Knowledge Development - education, training, coaching, consulting

5. Background Product Development - design, development and maintenance of two online resources Product Integration – integration of online learning centres into Superannuation Fund and Financial Planning member/client resources

6. The emerging needs of financial planning organisations

7. Emerging needs of financial planning Repositioning market perception Re-engineer service packages Value transparency and visibility Adjustable value propositions Development and integration of scalable client centric resources and communications

8. Emerging needs of financial planning Reduce delivery duplication High touch, low cost Technology integration and client tracking Balancing technical intelligence with emotional intelligence Balance responsibility by developing interdependent relationships

9. The solutions we have developed

11. Two Simple Questions Are client’s online? What are Planning Practices providing online? (What are you providing online?)

12. Online engagement and financial education platform for clients Integrates traditional with modern concepts and material Comprehensive yet palatable Takes clients far enough, but not too far

13. Delivers tangible value to clients Provides instant client-centric web presence Delivers hundreds of pages which can be linked to for marketing campaigns Production of monthly newsletters Customised through admin portal

39. Reporting on knowledge centre Financial Knowledge Centre Stats average # registered users121.97 # unique visitors per month38.21 # visits per month60.07 # pages viewed per month375.73 Monthly newsletter open rate44.98% # visits per visitor per month1.58 # pages viewed per visitor per month10.76 # pages viewed per visit per month6.66

40. Benefits for Clients Improved financial knowledge Enhanced calibration of confidence Encouragement to seek advice when needed Resource to invoke discussion Inspiration to make better financial decisions

41. Benefits for Clients Reduced financial stress Increased personal responsibility Greater self-awareness More confidence Have a laugh

42. Benefits for Advisers Service expansion and repositioning Add to unique selling proposition Increased client and market perception of value - transparency and visibility Ability to tailor value propositions High touch at low cost and effort Reduce delivery duplication costs

43. Benefits for Advisers Plug and play technology based client tool(s) Client tracking Multi-generational engagement (scalable and shareable typically within families) Client centric resource Add to online capability

44. Ideas for Planning Practice New Clients (Positioning) Existing clients (Positioning) Reviews Centres of Influence Corporate Super Website (Pictures, blurb, positioning) Presentations

45. Ideas for Planning Practice Specific content for client Social Media? Brochure? Wording in SoA or post review doc Client Service Proposition Add relevant content

46. Comments? Questions?