Final Jive Communications - Leverage Technology to Enhance Branding

Redtail’s Technology and
Practice Management On-line Mini Conference
Leverage Technology to Enhance Branding
Sponsored by Jive Communications
Presenters:
Tim Colman, Business Development Manager, Jive Communications
Maureen Wilke, The CONNECTED Advisor

For Financial Professional Use Only - May Not Be Given or Shown to members of the General Public

©2015 Wilke & Associates, Inc. All rights reserved.


The Benefit of a Strong Brand
What is a brand?
It is a compelling message and presence
that reinforces to your clients why they
want to work with you and makes them
comfortable referring friends and family.
A BRAND IS YOUR COMPETITIVE EDGE!

For Financial Professional Use Only - May Not Be Given or Shown to members of the General Public


Branding:
People, Process, Services & Products
What does Starbucks sell?

For Financial Professional Use Only - May Not Be Given or Shown to members of the General Public

Have a Clear Brand
Position Your Practice:


Tell clients the value of your practice.

 Deliver "PLATINUM" Services
 Use Technology so clients can reach
you - Jive Communications
Results: Client Retention and Referrals

For Financial Professional Use Only - May Not Be Given or Shown to members of the General Public



Team Branding Statement
The XYZ Team

Team Picture Here

Our Mission
Our mission at (firm name) is dedicated to serving our clients
with wealth management solutions. We strive to help our
clients succeed by offering tailored solutions designed to
manage long-term wealth and customized client services. We
team with both internal and external resources to bring you
wealth management solutions focused on your needs.
Our team brings over 120 years of combined financial
experience. We work closely with clients and their families to
provide investment plans, wealth management strategies and

lifestyle planning solutions.
Tom Smith
John Tower
Sue Smith
Mary Jones

CEO and Senior Financial Advisor
Senior Wealth Advisor
Investment Analyst
Client Services Manager

Our Partners

For Financial Professional Use Only - May Not Be Given or Shown to members of the General Public

Jane Hearts – Estate Planning Attorney and Jeff Host – Tax Advisor


Team Branding Statement
The XYZ Team
Our Process
With our new clients, we meet three times to
ensure we understand all their needs and
complete financial situation before we present
our plan. The first meeting is to get to know the
client, their family and understand in-depth
financial goals and needs. The second meeting is
to provide a complete financial check-up. The
final meeting is to review our financial
recommendations.

For Financial Professional Use Only - May Not Be Given or Shown to members of the General Public


Team Branding Statement
The XYZ Team
Our Platform or Products
We offer a range of investments, including
structured and alternative options, in our
managed account platform. This approach puts
our clients at the center of the solutions and
allows us to provide comprehensive reviews. Our
goal is to streamline financial planning and
consolidate investments through financial
expertise.
Our Services
Many of our clients find comfort in our approach
to consolidating their investments and
continuously searching for the best investment
solutions. We offer Platinum level services based
For Financial Professional Use Only - May Not Be Given or Shown to members of the General Public
on our clients’ needs and assets under


Deliver “Platinum” Services


Available during office hours – JIVE

Communications

 Meet with Clients’ Attorneys – review wills and trusts
 Annual Insurance Review – coverage and
beneficiaries
 Client Appreciation Charity Events - local artists.
 Generations of Trust – assisted living solutions.
 Client Advisory Board – hear client’s suggestions.
For Financial Professional Use Only - May Not Be Given or Shown to members of the General Public


About Jive
Jive is a nationally recognized provider of
enterprise-grade Hosted VoIP and Unified
Communications (UC) system. Since 2006,
Jive has been setting the pace for the
Cloud communications marketplace.
Jive is known for delivering consistent,
high-quality Hosted VoIP traditionally
associated with premises-based
telephones. Through Jive Cloud, we offer
the same services as on-premises
telephones without the associated costs,
limits on scalability, or complex
management and maintenance.


Jive Hosted PBX (VOIP)
• Lower Total Cost of

Ownership and Monthly
Payout

• Features & Functionality
• Readily Accessible
• Versatility/Mobility
• Compliance (E/O)


How Advisors Use Jive:
• Barge/Monitor/Whisper
– Training / Branding
• Recording for Compliance
and Training Purposes
• Protecting their Assets &
Clients
• Mobility - Accessibility


Mobility - Branding / Protect Investment

Branding:
Name Recognition from all Devices
Special Attention to High Profile Clients
Show Local Pressence in any County/City
* Texting Clients through your Business


Redtail Integration
The Jive/Redtail Integration allows users to:
•Click-to-Call within Redtail.
•Pop incoming callers in Redtail.
•Log phone calls in Notes.

•Time Stamp and Date Incoming Calls into Redtail
CRM.


Special Offer:
• Automatically Drop 1 Tier
• Bundle Pricing 30% for All Redtail Users

• Please contact us at or 855-8496903.


Take Action
Identify 1-2 ideas you are going to
implement in the next 30 days.
1. ____________________________________
2. ____________________________________
3. ____________________________________

Thank you for joining us today and
we wish you continued success.
For Financial Professional Use Only - May Not Be Given or Shown to members of the General Public

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