1. Breakthroughs in Financial Services Marketing Innovative strategies for growing your business in today’s marketplace

2. Mike Corson President [email_address] 314-432-7774

4. The Perfect Storm…

6. “ The number of financial advisors has increased by over 25% in the last 5 years and is predicted to increase another 41% in the next 10 years”

7. How will YOU stand out?

8. You’ve failed to attract younger clients

9. Can you afford to spend 60% of your time on client contact activities?

10. How will YOU navigate these turbulent waters?

11. The Breakthrough: Integrated Marketing

12. Flagstone Mortgage Over 10% response rate $7 million in new revenue

13. Charter Bank $15 million in new investments $8 million in refinances TENFOLD increase in 7 months

14. Heritage Funds 10X higher response rate Improved ROI by 500% vs. traditional 400X greater customer lifetime value

16. Personalized Web Address JohnDoe.LWCBank.com

19. The following lead has been generated on LWCBanc.com: John Doe My Company 123 My Street My City, Missouri 65432 [email_address] 555-555-5555 Survey data 1. How would you rate your current investment portfolio approach? Moderate 2. What is your total investment portfolio value (all sources)? More than $500,000 3. What is the best time to contact you? Afternoon The following lead has been generated on LWCBanc.com: John Doe My Company 123 My Street My City, Missouri 65432 [email_address] 555-555-5555 Survey data 1. How would you rate your current investment portfolio approach? Moderate

20. Are you there for them? “ 42% of direct mail recipients prefer to respond online!” – The DMA

21. Integrated Marketing creates a unique, personalized direct marketing experience

22. “ If it’s important enough for your agency to make the effort to develop a personalized Web link, then it’s reasonable to think you will also be the type of trusted advisor potential clients want to help protect their lifestyle.” Tom Baker American Agent & Broker Magazine Full Article at http://www.allbusiness.com/marketing-advertising/marketing-advertising/11472197-1.html

23. Personalized Direct Mail Online Campaign Tracking Dashboard Personalized Response Websites Automated Email Messages

24. It’s all about ROI

25. Over 85% of traditional marketing campaigns are unable to accurately measure ROI

26. Sample ROI Calculation

27. Getting Started 5 steps to prepare for your first Integrated Marketing Campaign

28. 1. Determine your objectives.

29. 2. Choose your target audience.

30. 3. Leverage your experience.

31. 4. Create an “Irresistible Offer”.

32. 5. Think outside of the box!

33. Choosing a Partner What to look for when choosing a Integrated Marketing Campaign Provider

35. Mike Corson President [email_address] 314-432-7774