Final Jive Communications - Leverage Technology to Enhance Branding

For Financial Professional Use Only - May Not Be Given or Shown to members of the General Public ©2015 Wilke & Associates, Inc.. The Benefit of a Strong BrandFor Financial Professional U

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

©2015 Wilke & Associates, Inc All rights reserved

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

The Benefit of a Strong Brand

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

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!

People, Process, Services & Products

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

What does Starbucks sell?

Have a Clear Brand

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

Position Your Practice:

 Deliver "PLATINUM" Services

 Use Technology so clients can reach

you - Jive Communications

Results: Client Retention and Referrals

Team Branding Statement

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

The XYZ Team 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 CEO and Senior Financial Advisor

John Tower Senior Wealth Advisor Sue Smith Investment Analyst Mary Jones Client Services Manager

Our Partners

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

Team Picture Here

Team Branding Statement

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

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

Team Branding Statement

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

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

on our clients’ needs and assets under

management

Deliver “Platinum” Services

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

 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

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 redtail@jive.com or 855-849-6903.

Take Action

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

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.