2. 1. Unleash the significant potential contained in your client database + example. 2. Outsource part or all of your digital marketing. Two practice development strategies of the future.

3. Unleashing the potential locked up in your client database There is enormous potential in client databases but more often than not very little is being converted into turnover. Potential via more sales per client, better access to client networks, and referral partners. 90+% of your new business comes from your client base and referral network. Professional development will significantly increase the $ return from both. The bigger the database, the bigger the potential. Other options exist but your database is far and away the main game. We use new and specialised software to identify missed opportunities. Plus our process improves client data which adds value to the practice itself.

4. Two examples: 1. Identifying the potential. One client has over 4,000 in their database. The 50-65 age group includes over 700 clients, this group purchase Estate Planning services. Those yet to purchase equate to around $1.2 million in potential. Target for 2016 is 10% or $125,000 and this is from only one of many opportunities we can identify, quantify and target. 2. Running campaigns. For another client we will do the marketing. Our client wants to expand TTR turnover. They have about 150 clients in the right age group. We will use our skills to generate call to action landing pages, develop html e-mails, run the e-mail campaigns, and monitor performance. This client wishes to run such campaigns to generate sales in four area including TTR, Insurance and Super.

5. Outsourcing part or all of your digital marketing The lack of in-house time and expertise has led to many lost opportunities. Outsourcing to professionals fixes these problems. Most Marketers focus on Google or Social Media but they generate only 5-6% of new business. Your database offers the most potential by far (>90%). We focus on professional strategy development, implementation and monitoring. Pay only for the professional help you need to get the job done, that is, attain your practice’s growth objectives. With us having all the required skills in-house means added efficiency and results for you.

6. We become your marketing partner, our expertise includes: Many years experience as marketing consultants. Marketing plan development. Analysis of website traffic and statistics. Strategy development. Managing e-mail campaigns. SEO and content writing. Responsive website development. Software development. Professional hosting. Social media updating. All work is completed here in Australia.

7. Why implement these strategies? 1.A vital job gets done by adding the time and expertise you don’t have but need. 2.By targeting clients’ life stages you become the ‘hub’ of the financial services they need for life. 3.Wasting time is wasting opportunities. Also improve client retention. 4.We become your marketing partner and you benefit from our 17 years of industry experience. 5.Efficient use of digital resources maximises returns while keeping labour costs down. 6.Combat increased competition from the likes of the ATO and ASIC.

8. Summary We can work with your staff or manage everything. We will work with you to plan, develop and implement strategies to attain your objectives. Outsourcing removes a significant impediment to growth that exists in practices. Professionals use professionals. E-mails are many times more effective than other forms of digital communication. Turn your website into your ‘digital office’ to ensure visitors are always exposed to your brand.

9. Contact Us AcctWeb has helped Accountants and Financial Planners get more from their Digital Marketing for over 17 years. Let us help you. (03) 9854 6254 info@acctweb.com.au Visit AcctWebAcctWeb