Defining your client, defining your proposition

Are you wasting time and money working with non-ideal clients who don’t value your services and question your fees? This session will provide you with a methodology for defining your ‘ideal client avatar’ and customising your messaging, to attract and engage with your target audience.

We will share case studies from successful Financial Planning firms who are using targeted marketing to become known as a ‘go to’ provider in their niche. You will learn new ideas, techniques and strategies to multiply your marketing efforts, both online and offline.

Abbie will also show you how to articulate, refine and package your value proposition and avoid the common mistakes made by 93% of businesses.

Specifically, the session will show you how to:

. Define your ‘ideal client avatar’

. Package and present your value proposition to different audiences

. Use case studies and testimonials to the greatest impact

. Get positioning and placement right

. Create a marketing engine for your business

. Use strategic alliances to fast-track success

Make 2012 the year you stop wasting time and money on your marketing with little result.

Profile, Abbie Tanner, Managing Director, A Business Innovation

Abbie has 13 years experience providing marketing and business development services to firms in financial and other professional services. She lectured in Marketing and eBusiness at the University of Technology Sydney (UTS), while working at AMP and Henderson Global Investors. In the UK, Abbie has supported large and small Financial Planning businesses, whilst consulting to companies such as Invesco, SEI and JPMorgan. Today, she regularly presents at forums on marketing, Social Media, web strategy and working with professional partners.

About A Business Innovation

The team at A Business Innovation provide a fully outsourced marketing and business development service for boutique size financial planning firms that don’t have the in-house expertise, time or resources to strengthen their brand, establish an online presence, host seminars, or build lasting relationships with professional connections.  

In July 2011, they launched the Business Innovation Academy to provide financial planners with training and tools to transform their business and revolutionise their marketing efforts. The programme involves workshops and online learning, taking advisers through the eight stage Marketing Innovation Engine™. For more information and to download your free marketing guide, visit www.abusinessinnovation.com.