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TOP 10 WAYS
TO ENGAGE CLIENTS &
 REFERRAL PARTNERS

     …AND BOOST
      YOUR ROI!
    Presented By: Sue Woodard
President, Mortgage Success Source
C1500pptBgRight.jpg
C1500pptBgRight.jpg
• Did you see this logo?
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INFORMATION OVERLOAD




So how do we gain prospect and referral
  partner attention…and get them to engage??
Top 10 Ways to
    Engage
…and Boost ROI
Grab a piece of paper…
10: GET TO KNOW “QR” ASAP!
• QR = Quick Response
• What is it?
• If you are doing any kind of
  print…mailings…flyers…posters….magazine
  ads…you need to start using QR immediately.
• Google “Create a QR Code” …it’s FREE.
• Ever seen it before?
Data from MGH, Inc - 2011
9: TWO WORDS: SOCIAL. MEDIA.
 “Social media is like teen sex.
  Everyone wants to do it. No one
  actually knows exactly how.”

                    - Avinash Kaushik
9: TWO WORDS: SOCIAL. MEDIA.

• Mark Madsen
• Frank & Brian
• Becki Rogers-Neese
9: TWO WORDS: SOCIAL. MEDIA.
 93% of professional marketers
  use social media for business
• Mark Madsen
8: WORK YOUR REFERRAL CHANNELS
 14% of consumers trust advertisements…

   _____ trust peer recommendations.
8: WORK YOUR CHANNELS.
  14% of consumers trust advertisements…
     _____ trust peer recommendations.
• Referrals are your least expensive but most
  sticky channel … but we do not have if we do
  not ask.
• And we also do not have if we do not KISS.
    (Keep It Simple, Sweetheart!)
ALL THE IMPORTANT STEPS:

• Make it simple to refer you.
• Repeat.
• Repeatedly.
7: MAKE THEM SMARTER.
• Your clients and referral partners want –
  and NEED – financial and economic literacy
• Primer on economic reports,
  understanding how financial
  markets work,
  and most importantly...

 What does it mean to THEM?
…AND KEEP THEM INFORMED.
• Provide relevant information about
  what’s happening in the financial
  markets…and what it means to them
  right now.
• People are in tune with the economic
  and financial environment like never
  before… YOU can and should be their
  trusted resource.
6: ENGAGE WITH VIDEO EMAIL
Biggest Mistake?
                Not Doing It.
•   Complicated
•   Takes a lot of work
•   Expensive
•   Not sure what to say
•   “I look funny on video!”
2010 Research Survey by Web Video Marketing Council
2010 Research Survey by Web Video Marketing Council
5: ENGAGE WHERE THEY LIVE.
• Mobile is 3rd highest media
  channel consumed
• 50% expect their mobile
  internet access to increase
  in next six months
• 65% say mobile internet is
  the most important
  feature when considering
  a new phone

                     “I sleep with my mobile on the pillow next to me”
                                                     Male, 25-44, Smartphone user
                                            Advertising Research Foundation Study
LET’S TRY IT RIGHT NOW…

• Pull out your phone….and
   text to 59925 the letters
           MSS
Mobile Integration




          Solves: Ongoing Leads
4: VARIETY…SPICE OF LIFE
• Multi-channel marketing…or “Integrated”
  marketing campaigns multiply success rates…and
  you cast a wider net
• Key in gaining younger clients
• Mix of channels…but always consistency in brand
  message and tone
• Research found that integrated marketing saves
  money and drives better response rates

                                Eloqua, Convio Research Study 2011
3: SAY IT AGAIN. AND AGAIN. AND
AGAIN…
• If not for the courage of the fearless
  crew…____ ____ ____ ____ ____.
• Please don’t squeeze the ________.
• I lost my heart…in ____ ____.
J. Lee, HEC School of Mgmt Paris and D. Briley, Hong Kong University
2: AUTOMATION = CONSISTENCY
• 16.5% higher campaign response rates and conversion rates

• 50% decrease in time to execute campaigns

• 100% increase in number of campaigns

• 85% decrease in cost per lead

• 18% higher revenue

• 9.3% higher sales quota achievement and 7% higher win rates

• 100% increase in deal size
                                    Data from SCO insights and Eloqua
In a recent survey of sales &
 marketing professionals, almost
 78 percent have implemented or
  intend to implement marketing
automation software during 2011

                  Data from SCO insights and Eloqua
1. WORK THE COMMUNITY
• Learn from the
  community.
• What avenues of
  learning and
  connection are
  you engaged in
  right now?
• Stretch dollars,
  share best
  practices
Ask Questions.
        Get Answers.

 At Mortgage Success Source,
     we’re here to help.

What’s YOUR next step?
It’s a GREAT time to
be in this business…
Let no one convince
   you otherwise.

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Top 10 Ways to Engage Clients & Boost ROI

  • 1. TOP 10 WAYS TO ENGAGE CLIENTS & REFERRAL PARTNERS …AND BOOST YOUR ROI! Presented By: Sue Woodard President, Mortgage Success Source
  • 4. • Did you see this logo?
  • 6. INFORMATION OVERLOAD So how do we gain prospect and referral partner attention…and get them to engage??
  • 7. Top 10 Ways to Engage …and Boost ROI
  • 8. Grab a piece of paper…
  • 9. 10: GET TO KNOW “QR” ASAP! • QR = Quick Response • What is it? • If you are doing any kind of print…mailings…flyers…posters….magazine ads…you need to start using QR immediately. • Google “Create a QR Code” …it’s FREE. • Ever seen it before?
  • 10. Data from MGH, Inc - 2011
  • 11.
  • 12.
  • 13.
  • 14.
  • 15. 9: TWO WORDS: SOCIAL. MEDIA. “Social media is like teen sex. Everyone wants to do it. No one actually knows exactly how.” - Avinash Kaushik
  • 16. 9: TWO WORDS: SOCIAL. MEDIA. • Mark Madsen • Frank & Brian • Becki Rogers-Neese
  • 17.
  • 18. 9: TWO WORDS: SOCIAL. MEDIA. 93% of professional marketers use social media for business • Mark Madsen
  • 19.
  • 20. 8: WORK YOUR REFERRAL CHANNELS 14% of consumers trust advertisements… _____ trust peer recommendations.
  • 21. 8: WORK YOUR CHANNELS. 14% of consumers trust advertisements… _____ trust peer recommendations. • Referrals are your least expensive but most sticky channel … but we do not have if we do not ask. • And we also do not have if we do not KISS. (Keep It Simple, Sweetheart!)
  • 22. ALL THE IMPORTANT STEPS: • Make it simple to refer you. • Repeat. • Repeatedly.
  • 23.
  • 24. 7: MAKE THEM SMARTER. • Your clients and referral partners want – and NEED – financial and economic literacy • Primer on economic reports, understanding how financial markets work, and most importantly... What does it mean to THEM?
  • 25. …AND KEEP THEM INFORMED. • Provide relevant information about what’s happening in the financial markets…and what it means to them right now. • People are in tune with the economic and financial environment like never before… YOU can and should be their trusted resource.
  • 26.
  • 27. 6: ENGAGE WITH VIDEO EMAIL
  • 28. Biggest Mistake? Not Doing It. • Complicated • Takes a lot of work • Expensive • Not sure what to say • “I look funny on video!”
  • 29. 2010 Research Survey by Web Video Marketing Council
  • 30. 2010 Research Survey by Web Video Marketing Council
  • 31.
  • 32. 5: ENGAGE WHERE THEY LIVE. • Mobile is 3rd highest media channel consumed • 50% expect their mobile internet access to increase in next six months • 65% say mobile internet is the most important feature when considering a new phone “I sleep with my mobile on the pillow next to me” Male, 25-44, Smartphone user Advertising Research Foundation Study
  • 33. LET’S TRY IT RIGHT NOW… • Pull out your phone….and text to 59925 the letters MSS
  • 34. Mobile Integration Solves: Ongoing Leads
  • 35.
  • 36. 4: VARIETY…SPICE OF LIFE • Multi-channel marketing…or “Integrated” marketing campaigns multiply success rates…and you cast a wider net • Key in gaining younger clients • Mix of channels…but always consistency in brand message and tone • Research found that integrated marketing saves money and drives better response rates Eloqua, Convio Research Study 2011
  • 37.
  • 38. 3: SAY IT AGAIN. AND AGAIN. AND AGAIN… • If not for the courage of the fearless crew…____ ____ ____ ____ ____. • Please don’t squeeze the ________. • I lost my heart…in ____ ____.
  • 39. J. Lee, HEC School of Mgmt Paris and D. Briley, Hong Kong University
  • 40.
  • 41. 2: AUTOMATION = CONSISTENCY • 16.5% higher campaign response rates and conversion rates • 50% decrease in time to execute campaigns • 100% increase in number of campaigns • 85% decrease in cost per lead • 18% higher revenue • 9.3% higher sales quota achievement and 7% higher win rates • 100% increase in deal size Data from SCO insights and Eloqua
  • 42. In a recent survey of sales & marketing professionals, almost 78 percent have implemented or intend to implement marketing automation software during 2011 Data from SCO insights and Eloqua
  • 43.
  • 44. 1. WORK THE COMMUNITY • Learn from the community. • What avenues of learning and connection are you engaged in right now? • Stretch dollars, share best practices
  • 45.
  • 46. Ask Questions. Get Answers. At Mortgage Success Source, we’re here to help. What’s YOUR next step?
  • 47. It’s a GREAT time to be in this business… Let no one convince you otherwise.