ri adviser | learn | marketing rachel palmer, marketing specialist
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RI Adviser | Learn | MarketingRachel Palmer, Marketing Specialist
The Marketing team
Daniela RobertsMarketing Manager
Christine HowardMarketing
Specialist FSP
Rachel PalmerMarketing
Specialist RI
Kate HageMarketing
Specialist M3
Stephanie TranMarketing
Coordinator
The importance of a marketing plan
To assist you in coordinating a range of tactical marketing activities, aligned to your business plan, that will help achieve your business goals and objectives
“Singing off the same hymn sheet” – a snapshot to help all team members work toward the same goal
To help keep you on track
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What happens if you don’t plan?
ChaosNo direction
Who is responsible?Clients move on to more active advisers
Referral partners stop referringMoney spent on community sponsorship wasted
Brand building in community forgotten
RI Advice Business Plan
Marketing Growth PlanPlan focussing on key business Growth Initiatives that will be supported by marketing
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Estate Planning for Life1. Support tools to assist
advisers position EPFLie. single page snapshot, PPT
slides, flyer2. Marketing support
Campaign
SMSF CampaignToolkit designed to help capitalise on the growing SMSF sector and
broaden service offering
1. Adviser support materials2. Client marketing tools
Cashflow1. Support tools to assist
advisers position the Cashflow solution with clients.
ie. single page snapshot, PPT slides, flyer
2. Relaunch & embed Cashflow Marketing Campaign
Marketing Support PlanPlan focussing on marketing service program and key support Initiatives
Social Media strategy:
Help bring adviser’s social presence to life.
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Client Comms review:
Transporting client comms into
21st Century.
Roadmap: Assist advisers embed
Roadmap materials inc. Wealth Report
into marketing plans.
Marketing Snapshot:Where to guide to
showcase marketing tools and materials in
simple form.
Client Comms Program InTouch newsletter – (qtly), Editorial (mthly), Market Update (mthly), COI Update (bi-mthly), Tech Update (mthly)
MAY/JUNE JUNE/JULY SEPTEMBER
JULY AUGUST OCTOBER ONGOING
JULY/AUGUST
Centralised Marketing CampaignsOnePath
‘Super Top Up’ campaign utilising innovative marketing technology
designed to activate clients
MAY
Federal Budget campaign:
Comms to inform clients of key
budget outcomes.
Accumulators/Retirees Accumulators/Retirees Inactive C&Ds Pre-Retirees
MAY/NOVEMBER
EOFY & EOYcampaigns:
Comms to inform clients of EOFY / EOY strategies.
2015 RI Advice marketing plan
Tools and resources to support your marketing plan
Federal Budget Wealth Report advertsEOFY flyersRe-launch of cash
flow toolsPURLS campaign
Tools and resources (continued)
SMSF campaignCommunications program
ANZ women’s campaign – currently re-branding some
pieces for RI Advice
New web banners and the RI Explainer video to update your website
Coming soon
Social media content
Estate Planning for Life – new campaign material
Marketing snapshot
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Interactive User Guide – segmented by topic matter , designed to help practices navigate their way around Adviser Services marketing pages and the RI Marketing Engine
RI Adviser Services
The most useful area for you, from a marketing perspective, is:
• Marketing > Resources – where we keep all of our campaign material
• Marketing > Editorials and updates – where we upload our latest client communications material
• Homepage – updates and latest information
Adviser Services is your go-to resource for the latest news, tools and templates.
RI Marketing Engine
To help you grow your revenue streams we continue to upload new content to the Marketing Engine
Supporting growth and productivity• Easy access to tactical marketing
material• Improve our marketing offer• Reduce costs and increase revenue
opportunities• Instant turnaround on material
Reminder – turnaround time for document approval
• As our practice support staff you are often responsible for sign-off in your practice
• Please remember all the centralised services teams have a 2 working day turnaround time
• Times can be longer if the material is complex
• Make use of pre-approved material on Adviser Services or the Marketing Engine
Email: [email protected]