Welcome to the AdvisorMax coaching session: “ Simple Steps to Smart Marketing ” Presented by: Stephanie Bogan, President of Quantuvis Consulting A few items to note: Audience members will be placed on mute throughout the presentation. If you have a question, please use the chat function to send your question to the host. There will be a Q&A session at the end of the presentation in which Stephanie will answer questions submitted to the host through the chat feature. After the call, AdvisorMax will be ing a brief survey to all participants. If you would like to be contacted by Stephanie or have any questions about today’s session or future AdvisorMax sessions, please note that when you return the survey. This session will not be replayed. However, Stephanie will be conducting another LIVE session in a few months. Please look for the next date on the AdvisorMax calendar of events. We look forward to a lively discussion!

©2009 Quantuvis Consulting Simple Steps to Smart Marketing Stephanie Bogan Quantuvis Consulting (formerly DP Group)

©2009 Quantuvis Consulting Creating an Executable Marketing Plan [1] Fundamentals [2] Strategies for Sustainable, Scalable Marketing [3] Getting Started

©2009 Quantuvis Consulting Creating an Executable Marketing Plan Event-Driven Cycle-Driven Process-Driven Elevate, Enhance, Expand [1] Fundamentals

©2009 Quantuvis Consulting Creating an Executable Marketing Plan  Systematized  Systems driven  Scalable  Time leverage HIGH / Impact Consistent  Specialized  Advisor driven  Personal not scalable  Time leverage LOW / Impact High [1] Fundamentals

©2009 Quantuvis Consulting Creating an Executable Marketing Plan [2] Strategies for Sustainable, Scalable Marketing  Simple is the Ultimate Sophistication  Immediate in Application, Not Results  More isn’t Better, Better is Better  Become a Broken Record

©2009 Quantuvis Consulting Creating an Executable Marketing Plan [2] Strategies for Sustainable, Scalable Marketing  Simple (and thus sustainable)  The ‘simple is hard’ rule applies here as well  Systems-Driven  Driven by strategy, not intuition  ‘System’ not ‘Personality’  Aligned with business and brand strategy  Designed to promote execution and accountability  Compensation drives behavior

©2009 Quantuvis Consulting [3] Getting Started Creating an Executable Marketing Plan

©2009 Quantuvis Consulting Step 1: Define Define plan goals and objectives Achieve 30% revenue growth. Promote client referrals, generate 5 “A” Client Referrals. Promote credibility within CPA community. Step 2: Clarify Clarify brand, position and packaging 1. DEFINE 2. CLARIFY 8-Steps to Simple, Smart Marketing

©2009 Quantuvis Consulting Step 3:Identify Evaluate your current “Right” clients and COIs Identify target areas for growth based on what is working now 3 best COI are CPA’s 80% of clients are women 60% referrals from charities 50% clients are Execs with stock options 3. IDENTIFY 8-Steps to Simple, Smart Marketing

©2009 Quantuvis Consulting Step 4:R&D Invest in a positive outcome by doing your homework Gather information and resources on business sources / activities Select focus areas for your plan Step 5: Align Align your position, packaging, research and focus areas Develop meaningful, relevant marketing strategy 4. R & D 5. ALIGN 8-Steps to Simple, Smart Marketing

©2009 Quantuvis Consulting Step 6: Design Draft your marketing strategy, plans and campaigns 6. DESIGN 8-Steps to Simple, Smart Marketing

©2009 Quantuvis Consulting Step 7: Implement Engage yourself FULLY in the defined plans and activities Do so in a systematic and disciplined way Step 8: Review Perform ongoing, period review of plan implementation and results (monthly) Adjust based on your success 7. IMPLEMENT 8. REVIEW 8-Steps to Simple, Smart Marketing

©2009 Quantuvis Consulting Recommended Marketing Strategies  Create simple, systems based structure  Consistency is achieved with people + process  Systematized + Specialized  75% systematized (firm driven)  25% specialized (advisor driven)  Allocate strategic and tactical resources  Human capital  3-5% of budget [do not spend more without clear plan for ROI]  Plan, Design, Execute  Not > or < 90-day planning process (follow 8-Steps)  Create infrastructure support systems  Monthly Marketing Meetings  Tracking Reports  Compensation Structures & Performance Metrics

©2009 Quantuvis Consulting Business Development Discipline Business Strategy Value Proposition Referral Marketing PR Campaigns Sales & Marketing Client Process &“Experience” Brand Strategy & Architecture Promote Growth & Retention Sales & Marketing Client Process &“Experience” Brand Strategy & Architecture Promote Growth & Retention Public Relations

©2009 Quantuvis Consulting Do more than you thought possible… …with less than you ever imagined Contact us at Contact us at