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 Tier • Bundle Pricing 30% for All Redtail Users • Please contact us at redtail@jive.com or 855-8496903 Take Action Identify 1-2 ideas you are going to implement in the next 30 days 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 16 ... 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... 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... 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