Many security market intermediary organization are advertising on internet media. Search advertising is the leading advertising option. Company have to design their websites and content in them so that they get visibility in the search results of search engines and persons interested in searching for their products and services reach their websites.
etrafficjams provides services in the area of website positioning for top ranks in leading search engines google, yahoo and MSN.
Here is what they say about their services:
Do you want to hire a search engine optimization company (SEO company) that gets paid based on results – not on promises, ideas or trends?
Are you looking for the guarantee of a Top 10 Placement?
Would you prefer to focus your time, money and energy only on the top search engines: Google, Yahoo! and MSN?
If “yes” was your answer for even one of these questions, consider our pay-for-performance search engine optimization services. We work with small- and medium-sized businesses looking to increase online visibility, conversion rates and sales. We offer monthly search engine optimization services (SEO services) starting at $500.
Here is our guarantee: Your website must achieve Ten or more Top 10 Search Engine Rankings on Google, Yahoo! and/or MSN…or that month is free!
Looking for the guarantee of a Top 10 Search Engine Placement? You’ve come to the right place because we pioneered the Top 10 Guarantee. As a pay-for-performance search engine marketing company (SEO company), our business model is different from the rest. We get paid on results, and more specifically, your results. And everything we do is “white hat,” that is, it is all based on Google’s webmaster guidelines, the toughest and most respected SEO guidelines around.
We pioneered the pay for performance model in SEO. Our pay-for-performance organic search engine optimization service (SEO service) means that our monthly compensation is based on your results. We get paid only for the Top 10 search engine rankings we achieve for you in the three (3) major search engines: Google, Yahoo! and MSN.
In any month that you don’t get the results we’ve guaranteed, then you don’t pay for that month. It’s that simple.
SEO Copywriting…and more. Beyond the higher rankings and increased traffic, we work with you to convert qualified search engine traffic into conversions (in other words, we help turn them from visitors into customers) through optimized sales copy (SEO copywriting). We speak two languages – that of your customers and that of the search engines.
You can request for noobligation proposal and quote by visiting
http://www.etrafficjams.com/
Monday, March 17, 2008
Thursday, March 6, 2008
Edelweiss Capital Ltd. - Punchlines
Advertisement in Economic Times Corporate Dossier dt 7.3.2008
Edelweiss Capital Ltd.
Products and Services
Investment Banking
Institutional equities
Asset management
Private client brokerage
wealth management
wholesale financing
Insurance brokerage
Financial products
Corporate
Ideas create, values protect
Research driven, execution oriented
Ideas
Create. Transform. Protect
Multi-line financial services group
Investment Banking
Exceeding Expectations
Comprehensive solutions for the capital markets
One of the widest product and advisory offerings in India, catering to varied markets and client segments.
Equity Capital Markets
Mergers and Acquisitions Advisory
Private Equity Capital Raising Advisory
Structured Finance Advisory
Real Estate Capital Raising Advisory
Infrastructure Capital Raising Advisory
Institutional equities
Insightful research, winning strategies
Strong execution capabilities backed by thematic, fundamental, quant and sectoral research
Asset management
Maximising risk-adjusted returns
Superior asset allocation to maximise risk-adjusted returns
Private client brokerage
Customisation around client needs
Brokerage services with a wide range of products to take on the challenges of dynamic markets
wealth management
Personalised life-cycle financial solutions
Customised advice across wide range of asset classes
Wholesale financing
Customised financing solutions
Insurance brokerage
Single window for all insurance requirements
Financial products
Advisory services and distribution of financial products
Edelweiss Capital Ltd.
Products and Services
Investment Banking
Institutional equities
Asset management
Private client brokerage
wealth management
wholesale financing
Insurance brokerage
Financial products
Corporate
Ideas create, values protect
Research driven, execution oriented
Ideas
Create. Transform. Protect
Multi-line financial services group
Investment Banking
Exceeding Expectations
Comprehensive solutions for the capital markets
One of the widest product and advisory offerings in India, catering to varied markets and client segments.
Equity Capital Markets
Mergers and Acquisitions Advisory
Private Equity Capital Raising Advisory
Structured Finance Advisory
Real Estate Capital Raising Advisory
Infrastructure Capital Raising Advisory
Institutional equities
Insightful research, winning strategies
Strong execution capabilities backed by thematic, fundamental, quant and sectoral research
Asset management
Maximising risk-adjusted returns
Superior asset allocation to maximise risk-adjusted returns
Private client brokerage
Customisation around client needs
Brokerage services with a wide range of products to take on the challenges of dynamic markets
wealth management
Personalised life-cycle financial solutions
Customised advice across wide range of asset classes
Wholesale financing
Customised financing solutions
Insurance brokerage
Single window for all insurance requirements
Financial products
Advisory services and distribution of financial products
Financial Services Marketing - Ennew and Waite
Financial Services Marketing - An International Guide ot Principles and Practice
Christine Ennew and Nigel Waite
Elsevier - Butterworth Heinemann Oxford, UK, 2007
This book is the latest on marketing for financial services. I recommend this as the text for my students.
Christine Ennew is professor of marketing and Dean of Faculty of Law and Social Sciences at the University of Nottingham.
Nigel Waite is the Director of Financial Sevices Research Forum. He is also CEO of the The Canford Centre for Customer Development.
Christine Ennew and Nigel Waite
Elsevier - Butterworth Heinemann Oxford, UK, 2007
This book is the latest on marketing for financial services. I recommend this as the text for my students.
Christine Ennew is professor of marketing and Dean of Faculty of Law and Social Sciences at the University of Nottingham.
Nigel Waite is the Director of Financial Sevices Research Forum. He is also CEO of the The Canford Centre for Customer Development.
FSM Ch.1 The Role, Contribution and Context
The Role, Contribution and Context of Financial Services
The financial services industry has a vital role to plya in safeguarding the prospects for economic development across the globe. At the micro level, financial services uderpin the overall well being of individuals.
If the financial services industry delivers a poor performance, many individuals suffer as well as the economy. Financial services are needed by all and have to he provided for the benefit of all, not just the affluent few.
The financial services industry has a vital role to plya in safeguarding the prospects for economic development across the globe. At the micro level, financial services uderpin the overall well being of individuals.
If the financial services industry delivers a poor performance, many individuals suffer as well as the economy. Financial services are needed by all and have to he provided for the benefit of all, not just the affluent few.
FSM Ch.2 Financial Services Market Place
Financial Services Market Place; Structures, Products, and Participants
2.5 Banking and money tramission
2.6 Lending and credit
2.7 Saving and investing
2.8 Life insurance
2.9 General insurance
2.5 Banking and money tramission
2.6 Lending and credit
2.7 Saving and investing
2.8 Life insurance
2.9 General insurance
FSM Ch.3 Introduction to Marketing
Introduction to Financial Services Marketing
Marketing focuses on improving business performance by satisfying customer needs.
Services are something that can be bought and sold but which you cannot drop on your foot.
Dinstinctive characteristics of financial services
Intangbility
Inseparability
perishability
Heterogeneity
Fiduciary responsibility
Contingent consumption
Duration of consumption
Marketing focuses on improving business performance by satisfying customer needs.
Services are something that can be bought and sold but which you cannot drop on your foot.
Dinstinctive characteristics of financial services
Intangbility
Inseparability
perishability
Heterogeneity
Fiduciary responsibility
Contingent consumption
Duration of consumption
FSM Ch.7 Understanding the Consumer
Understanding the Financial Services Consumer
Table 7.1 Research studies on personal financial services buying behaviour
Laroche et al. (1986) Factors influencing the choice of bank Canada
Ennew (1992) Consumer attitudes to independent advice UK
Table 7.1 Research studies on personal financial services buying behaviour
Laroche et al. (1986) Factors influencing the choice of bank Canada
Ennew (1992) Consumer attitudes to independent advice UK
Wednesday, March 5, 2008
Financial Services Marketing - Articles
http://www.cashcow.in/
The Financial Services Marketing Blog
financialservicesemailmarketing.htm
http://www.christianet.com/onlinemarketing/financialservicesemailmarketing.htm
http://www.marketingsherpa.com/financial-services-marketing-category.html
Counterintuitive Marketing Strategies for Branding Financial Services Online
http://www.copernicusmarketing.com/about/financial_services.shtml
Money Marketing Magazine
http://www.moneymarketing.co.uk/mmthisweek/article_index.html
The Financial Services Marketing Blog
financialservicesemailmarketing.htm
http://www.christianet.com/onlinemarketing/financialservicesemailmarketing.htm
http://www.marketingsherpa.com/financial-services-marketing-category.html
Counterintuitive Marketing Strategies for Branding Financial Services Online
http://www.copernicusmarketing.com/about/financial_services.shtml
Money Marketing Magazine
http://www.moneymarketing.co.uk/mmthisweek/article_index.html
Books - Financial Services Marketing
Financial Services Marketing: An international guide to principles and practice by Christine Ennew and Nigel Waite (Paperback - Nov 13, 2006)
Buy new: $51.95 $45.90
Marketing Financial Services by Hooman Estelami (Paperback - Jul 17, 2006)
Buy new: $48.95
Financial Services Marketing by Tina Harrison (Paperback - Sep 15, 2006)
Buy new: $95.00
The Financial Services Marketing Handbook: Tactics and Techniques that Produce Results by Evelyn Ehrlich and Duke Fanelli (Hardcover - Sep 22, 2004)
Buy new: $39.95 $29.16
Marketing Financial Services to Seniors by Larry Klein (Hardcover - Jan 1, 2001)
Buy new: $39.95
Seminar Selling: The Ultimate Resource Guide to Marketing Financial Services by Paul Karasik (Hardcover - Dec 1, 1994)
Buy new: $40.00 $33.30
Financial Services Marketing by Patsy Leeuwenburg (Hardcover - Nov 2004)
Marketing Retail Financial Services to the Hispanic Community (Marketing to the Hispanic Community) by Blaire Borthayre (Hardcover - Feb 25, 2008)
Pre-order: $39.95 $26.37
The Broker's Edge: How to Sell Securities in Any Market (Prentice-Hall Career & Personal Development) by Steven R. Drozdeck and Karl F. Gretz (Hardcover - Dec 12, 1994)
Art of Selling Intangibles by Le Roy Gross (Paperback - Mar 1, 1988)
Effort-Less Marketing for Financial Advisors by Steve Moeller (Paperback - Oct 8, 1999)
Buy new: $44.95
Guerrilla Marketing for Financial Advisors by Grant Hicks and Jay Conrad Levinson (Paperback - Jul 6, 2006)
Buy new: $34.97
The Promise of the Future: A Financial Advisor's Guide to Effective Marketing by Duncan Macpherson (Paperback - Feb 2000)
85 Million Dollar Tips for Financial Advisors by Maribeth Kuzmeski (Paperback - Jan 1, 2004)
Buy new: $12.95
Storyselling for Financial Advisors : How Top Producers Sell by Scott West and Mitch Anthony (Hardcover - Jan 12, 2000)
Buy new: $30.00 $19.80
Getting Clients, Keeping Clients: The Essential Guide for Tomorrow's Financial Adviser (Wiley Financial Advisor) by Dan Richards and Marketplace Books (Hardcover - April 2000)
The Brand Called You for Financial Advisors by Tim Vandehey and Peter Montoya (Hardcover - Oct 1, 1999)
The Financial Professional's Guide to Persuading 1 or 1,000 by Gary Demoss and Mitch Anthony (Hardcover - Dec 15, 2001)
Marketing Planning For Financial Services (Hardcover)
by Roy Stephenson
List Price: $144.95
Hardcover: 183 pages
Publisher: Gower Technical Press (February 28, 2005)
Buy new: $51.95 $45.90
Marketing Financial Services by Hooman Estelami (Paperback - Jul 17, 2006)
Buy new: $48.95
Financial Services Marketing by Tina Harrison (Paperback - Sep 15, 2006)
Buy new: $95.00
The Financial Services Marketing Handbook: Tactics and Techniques that Produce Results by Evelyn Ehrlich and Duke Fanelli (Hardcover - Sep 22, 2004)
Buy new: $39.95 $29.16
Marketing Financial Services to Seniors by Larry Klein (Hardcover - Jan 1, 2001)
Buy new: $39.95
Seminar Selling: The Ultimate Resource Guide to Marketing Financial Services by Paul Karasik (Hardcover - Dec 1, 1994)
Buy new: $40.00 $33.30
Financial Services Marketing by Patsy Leeuwenburg (Hardcover - Nov 2004)
Marketing Retail Financial Services to the Hispanic Community (Marketing to the Hispanic Community) by Blaire Borthayre (Hardcover - Feb 25, 2008)
Pre-order: $39.95 $26.37
The Broker's Edge: How to Sell Securities in Any Market (Prentice-Hall Career & Personal Development) by Steven R. Drozdeck and Karl F. Gretz (Hardcover - Dec 12, 1994)
Art of Selling Intangibles by Le Roy Gross (Paperback - Mar 1, 1988)
Effort-Less Marketing for Financial Advisors by Steve Moeller (Paperback - Oct 8, 1999)
Buy new: $44.95
Guerrilla Marketing for Financial Advisors by Grant Hicks and Jay Conrad Levinson (Paperback - Jul 6, 2006)
Buy new: $34.97
The Promise of the Future: A Financial Advisor's Guide to Effective Marketing by Duncan Macpherson (Paperback - Feb 2000)
85 Million Dollar Tips for Financial Advisors by Maribeth Kuzmeski (Paperback - Jan 1, 2004)
Buy new: $12.95
Storyselling for Financial Advisors : How Top Producers Sell by Scott West and Mitch Anthony (Hardcover - Jan 12, 2000)
Buy new: $30.00 $19.80
Getting Clients, Keeping Clients: The Essential Guide for Tomorrow's Financial Adviser (Wiley Financial Advisor) by Dan Richards and Marketplace Books (Hardcover - April 2000)
The Brand Called You for Financial Advisors by Tim Vandehey and Peter Montoya (Hardcover - Oct 1, 1999)
The Financial Professional's Guide to Persuading 1 or 1,000 by Gary Demoss and Mitch Anthony (Hardcover - Dec 15, 2001)
Marketing Planning For Financial Services (Hardcover)
by Roy Stephenson
List Price: $144.95
Hardcover: 183 pages
Publisher: Gower Technical Press (February 28, 2005)
Financial Services Marketing Courses - 2
‘Business Building Symposium’
ING introduces ‘Business Building Symposium’ for bank-affiliated financial professionals
Early response to new training opportunity indicates content useful in understanding retirement income options for clients & new approaches to practice management
West Chester, PA - May 16, 2007- Insight into the latest best practices, new tools and resources, and retirement income options are the focus of a new ING Variable Annuities Business Building Symposium designed to support bank-affiliated financial professionals, according to John Harline, head of financial institutions distribution for ING Variable Annuities.
The Business Building Symposium was introduced to bank organizations earlier this year, and demand has significantly exceeded expectations, Harline reports. More than 20 symposiums were completed during the first quarter, and more than 30 are already scheduled or requested by banks through this summer.
Harline said that each bank organization’s symposium marketing, course content, and follow-up steps can be customized to whatever degree required to ensure symposium results are consistent with each bank’s business development strategy and practices. “Our goal is to help our bank-affiliated financial professionals help their clients,” Harline said. “Banks typically enjoy a strong level of trust among their clients—this symposium gives bank-based professionals a deeper knowledge base and ultimately helps them credibly build on that trust and potentially earn more clients,” he said.
The ING Business Building Symposium is designed to support three general priority areas that ING research indicates bank-affiliated advisors have a strong interest in:
Education: Insight and best practices pertaining to the rapidly evolving financial services industry.
Practice Management: New tools, resources and techniques to help bank-based professionals efficiently grow their practice and ultimately improve the client experience.
Innovative Solutions: Development of actionable steps and ideas that successfully support clients’ retirement income goals and priorities.
Harline explained that the ING Business Building Symposium is more than course content designed around annuities’ role in retirement income. He said the symposium template furnishes customized invitations to the banks’ perspective guests, content that focuses on value-added programs for the banks, and customized follow-up steps based on feedback from the bank’s symposium participants. Harline said ING Variable Annuities wholesalers are prepared to work with bank organizations to shoulder whatever element of the symposium the bank needs.
Banks-affiliated distribution organizations interested in learning more about the new Business Building Symposium should contact their ING Variable Annuities wholesale representative, or contact ING at 800-555-1885.
http://www.ing-usa.com/us/aboutING/pressreleases/1031722.html
----------------
CODE: FS3005C
TITLE: MARKETING OF FINANCIAL SERVICES
BRIEF DESCRIPTION: This module develops knowledge and understanding of the factors affecting marketing in the financial services sector.
Syllabus
The financial services marketing environment
The distinctive aspects of services marketing; micro and macro environmental forces; new developments and trends
Marketing strategy
Planning, organising and implementing marketing operations; marketing as a management function
Market research
Establishing a marketing information system; the marketing research process
Market segmentation
Target marketing; market segmentation, targeting and positioning the financial services organisation in the marketplace
The marketing mix:
Product strategy; new product development; product life cycle
Pricing considerations and strategies
Distribution channels; the impact of technology; on-line marketing; multiple channel strategies
Promotion strategies; advertising, sales promotion, public relations; sponsorship; the internet as a promotion tool
People in the marketing mix; personal selling and sales force management; the selling process
Physical evidence and processes
Customer care
The dimensions of customer care; service quality and service recovery; global marketing
Ethical issues in the marketing of financial services
Ethics in relation to the individual and society as a whole, unethical behaviour in financial services marketing: fraud, misrepresentation, misselling, misleading information, discrimination
Bibliography
Books
Ennew, C., Watkins, T. & Wright, M. (1995) 'Marketing Financial Services', Butterworth- Heinemann Ltd. 2nd
Harrison, T. (2000) 'Financial Services Marketing', Pearson Education
Kotler, P. & Armstrong, G. (2003) 'Principles of Marketing', Prentice-Hall International Inc. 10th
Meidan, A., (1996) 'Marketing Financial Services', Macmillan Press Ltd.
Meidan, A.; Lewis, B. & Moutinho, L. (1997) 'Financial Services Marketing' The Dryden Press
Academic Journal Articles (accessible electronically via Athens)
Ciccotello, C. and Wood, R.E. (2001) ‘An investigation of the consistency of financial advice offered by web-based sources’ Financial Services Review, 10, 1 5-18
Coelho, F & Easingwood, C. (2003) Multiple channel structures in financial services: A framework’ Journal of Financial Services Marketing 8, 1 22-34
Dommeyer, C. J and Moriarty, E. (2000) ‘Comparing two forms of an email survey: embedded vs atached' The International Journal of Market Research, 42, 1, 39-50.
Moschis, G., Bellenger, D. and Curasi, CF. (2003) ‘Financial service preferences and patronage motives of older consumers Journal of Financial Services Marketing, 7, 4, 331-340.
Professional Journal Articles
Salmon, J. & McGinty, G. (2003) ‘Selling Point’, Financial World June 2003 32-35
Websites
The Financial Services Ombudsman: http://www.financial-ombudsman.org.uk
CD-ROMs
The Marketing CD-ROMs - The Multimedia Marketing Consortium
https://intranet.londonmet.ac.uk/prog-plan/module-catalogue/3/fs/fs3005.cfm
--------------------------
ING introduces ‘Business Building Symposium’ for bank-affiliated financial professionals
Early response to new training opportunity indicates content useful in understanding retirement income options for clients & new approaches to practice management
West Chester, PA - May 16, 2007- Insight into the latest best practices, new tools and resources, and retirement income options are the focus of a new ING Variable Annuities Business Building Symposium designed to support bank-affiliated financial professionals, according to John Harline, head of financial institutions distribution for ING Variable Annuities.
The Business Building Symposium was introduced to bank organizations earlier this year, and demand has significantly exceeded expectations, Harline reports. More than 20 symposiums were completed during the first quarter, and more than 30 are already scheduled or requested by banks through this summer.
Harline said that each bank organization’s symposium marketing, course content, and follow-up steps can be customized to whatever degree required to ensure symposium results are consistent with each bank’s business development strategy and practices. “Our goal is to help our bank-affiliated financial professionals help their clients,” Harline said. “Banks typically enjoy a strong level of trust among their clients—this symposium gives bank-based professionals a deeper knowledge base and ultimately helps them credibly build on that trust and potentially earn more clients,” he said.
The ING Business Building Symposium is designed to support three general priority areas that ING research indicates bank-affiliated advisors have a strong interest in:
Education: Insight and best practices pertaining to the rapidly evolving financial services industry.
Practice Management: New tools, resources and techniques to help bank-based professionals efficiently grow their practice and ultimately improve the client experience.
Innovative Solutions: Development of actionable steps and ideas that successfully support clients’ retirement income goals and priorities.
Harline explained that the ING Business Building Symposium is more than course content designed around annuities’ role in retirement income. He said the symposium template furnishes customized invitations to the banks’ perspective guests, content that focuses on value-added programs for the banks, and customized follow-up steps based on feedback from the bank’s symposium participants. Harline said ING Variable Annuities wholesalers are prepared to work with bank organizations to shoulder whatever element of the symposium the bank needs.
Banks-affiliated distribution organizations interested in learning more about the new Business Building Symposium should contact their ING Variable Annuities wholesale representative, or contact ING at 800-555-1885.
http://www.ing-usa.com/us/aboutING/pressreleases/1031722.html
----------------
CODE: FS3005C
TITLE: MARKETING OF FINANCIAL SERVICES
BRIEF DESCRIPTION: This module develops knowledge and understanding of the factors affecting marketing in the financial services sector.
Syllabus
The financial services marketing environment
The distinctive aspects of services marketing; micro and macro environmental forces; new developments and trends
Marketing strategy
Planning, organising and implementing marketing operations; marketing as a management function
Market research
Establishing a marketing information system; the marketing research process
Market segmentation
Target marketing; market segmentation, targeting and positioning the financial services organisation in the marketplace
The marketing mix:
Product strategy; new product development; product life cycle
Pricing considerations and strategies
Distribution channels; the impact of technology; on-line marketing; multiple channel strategies
Promotion strategies; advertising, sales promotion, public relations; sponsorship; the internet as a promotion tool
People in the marketing mix; personal selling and sales force management; the selling process
Physical evidence and processes
Customer care
The dimensions of customer care; service quality and service recovery; global marketing
Ethical issues in the marketing of financial services
Ethics in relation to the individual and society as a whole, unethical behaviour in financial services marketing: fraud, misrepresentation, misselling, misleading information, discrimination
Bibliography
Books
Ennew, C., Watkins, T. & Wright, M. (1995) 'Marketing Financial Services', Butterworth- Heinemann Ltd. 2nd
Harrison, T. (2000) 'Financial Services Marketing', Pearson Education
Kotler, P. & Armstrong, G. (2003) 'Principles of Marketing', Prentice-Hall International Inc. 10th
Meidan, A., (1996) 'Marketing Financial Services', Macmillan Press Ltd.
Meidan, A.; Lewis, B. & Moutinho, L. (1997) 'Financial Services Marketing' The Dryden Press
Academic Journal Articles (accessible electronically via Athens)
Ciccotello, C. and Wood, R.E. (2001) ‘An investigation of the consistency of financial advice offered by web-based sources’ Financial Services Review, 10, 1 5-18
Coelho, F & Easingwood, C. (2003) Multiple channel structures in financial services: A framework’ Journal of Financial Services Marketing 8, 1 22-34
Dommeyer, C. J and Moriarty, E. (2000) ‘Comparing two forms of an email survey: embedded vs atached' The International Journal of Market Research, 42, 1, 39-50.
Moschis, G., Bellenger, D. and Curasi, CF. (2003) ‘Financial service preferences and patronage motives of older consumers Journal of Financial Services Marketing, 7, 4, 331-340.
Professional Journal Articles
Salmon, J. & McGinty, G. (2003) ‘Selling Point’, Financial World June 2003 32-35
Websites
The Financial Services Ombudsman: http://www.financial-ombudsman.org.uk
CD-ROMs
The Marketing CD-ROMs - The Multimedia Marketing Consortium
https://intranet.londonmet.ac.uk/prog-plan/module-catalogue/3/fs/fs3005.cfm
--------------------------
Financial Service Marketing - Courses - 1
GEORGE BROWN FULL-TIME PROGRAMS GUIDE 2008-2009
Financial Services
Marketing Management - Financial Services Program
Program Code: B406
Program Length: 12 months (2 semesters in-class, 1 co-op term)
Starting: September, January
Certification: Ontario College Graduate Certificate
Location: St. James Campus
Apply to: www.ontariocolleges.ca
Admission Requirements and Fees
This document opens in a new window.
The Admission Requirements and fees document is in .pdf format and requires Adobe Acrobat Reader to view it.
List of Courses
Check the availability and status of this program: 2007/2008 Start Dates
2008/2009 Start Dates
Note: Due to ongoing program improvements courses are subject to change without notice.
FAST TRACK TO A GREAT CAREER IN MARKETING AT GEORGE BROWN COLLEGE
There is demand for marketers within the financial industry who understand the special needs of financial services customers with a strong marketing acumen. The Marketing Management - Financial Services postgraduate program at George Brown College teaches you to be able to turn customer and market information into insights to create strategic marketing programs and communication campaigns for financial products and services. This involves using technology to capture and harness vast amounts of information to provide insights about how to successfully market to different customers and build long-term profitable relationships with customers. The program combines the basics of database marketing plus preparation to write the Canadian Securities exam, a requirement for most positions within the financial services industry.
INDUSTRY-READY CAREER SKILLS
Apply marketing concepts and principles to the financial services sector in Canada and globally.
Develop and implement effective strategic marketing plans for financial products and services.
Use industry standard software to analyze data to provide marketing insights and create professional marketing analysis reports and presentations.
Create strategic customer relationship building marketing communications and loyalty building programs.
CAREER OPTIONS
You will be prepared to succeed in a variety of corporations, particularly within banks, mutual fund companies and other financial institutions and within the agencies and suppliers that service the industry. Marketing positions include titles such as:
Advertising or Promotion Co-ordinator
Marketing Co-ordinator
Assistant Customer Segment Marketer
Assistant Account Director (Direct and Interactive Agencies)
Brand or Product Assistant
Marketing Analyst
See Sample Career Opportunities for Grads.
FUTURE STUDY OPTIONS
For information on future study options, see transferguide.georgebrown.ca.
CO-OP AT GEORGE BROWN COLLEGE
Employers have told us that they are more likely to hire a student with co-op experience than a student without experience. Our co-op program gives you the real-life experience that employers demand.
Co-operative Education Website
REQUIRED COURSES
In order to graduate, you must successfully complete 13 courses and a co-op work term.
SEMESTER 1
MARK1027 Marketing Management
MARK1105 Personal Selling and Communications
COMP1192 Computer Applications for Database Marketing
MARK1024 Marketing Seminar Series
MARK2037 Database Marketing Strategies I
FIN2001 Canadian Securities I
COOP1000 Co-op Preparation Course
SEMESTER 2
Co-op Work Term
SEMESTER 3
MARK1039 Financial Analysis for Marketing Strategy
MARK2039 Data Analytics and Data Mining
FIN2002 Canadian Securities II
MARK1031 Principles of Marketing for Financial Services
MARK2044 Principles of Marketing Research
MARK1107 Direct and Interactive Marketing
Due to ongoing program improvements courses are subject to change without notice.
For more information
Call George Brown School of Financial Services
at 416-415-5000, ext. 2160
E-mail: financialservices@georgebrown.ca
Or 416-415-2000 or 1-800-265-2002
http://www.georgebrown.ca/Marketing/FTCal/bus/B406.aspx
------------------
Dept/School School of Business and Economics, Exeter University
Duration 9 months or 12 months full-time.
Entry Requirements A good relevant first degree from a recognised university. Please note that work experience is not required. If English is not your first language and you did not complete your first degree in English, we will require an English language test.
Course Fees Fees per year 2007/08 UK/EU £7,950 (full-time); International £11,250 (full-time).
Course Contact Shirley Learmonth
Study Options Full-Time
Start Month(s) October
Taught/Research Taught
MSc in Marketing and Financial Services
For details of Full fee masters scholarships visit www.admin.ex.ac.uk/academic/scholarships/postgraduate/fullmasters.shtml
The MSc in Marketing and Financial Services combines Exeter’s long tradition of excellent research-based finance teaching with a range of innovative marketing modules. Designed for UK and international students alike, this is a cutting-edge programme not available at other British universities and promises superior career prospects in marketing, financial services, or at the interface between the two.
Within a dynamic and challenging environment you will learn with the experts, have contact with successful practitioners, work on a full dissertation project, and develop your studies alongside an international base of students. The programme is especially appropriate for marketing graduates wanting to develop a career in the marketing and promotion of financial services, as well as business/accounting/finance graduates wishing to specialise in marketing within financial services.
The MSc is available as both a 9-month and (subject to approval) a 12-month programme which gives students the option of graduating, and getting into the job market, earlier than many graduates or of completing a 30-credit dissertation over the summer, allowing them to explore in greater depth an area of study that interests them.
Entry requirements A good relevant first degree from a recognised university. Please note that work experience is not required.
Modules
1. Five core modules: Fundamentals of Financial Management; Investment Analysis 1; Financial Research Skills; Strategic Marketing Management; Banking and Financial Services.
2. a) 9-month programme only: 15-credit Dissertation in Semester 2. b) 12-month programme only: 30-credit Dissertation over the summer.
3. Options: Choose four options (for the 9-month programme) or three options (for the 12-month programme) from a list of Marketing and Finance modules.
Assessment Modules are assessed by a combination of coursework and written examination.
Special features Students are offered non-assessed intensive computing training, covering Datastream, Reuters and other financial databases and software systems. There is also the opportunity to take part in an optional tour of European Stock Exchanges, which gives students the opportunity to see the operations of these important institutions at first hand and meet with their officials.
http://www.findamasters.com/search/showcourse.asp?btype=3&cour_id=1999
--------------
LOMA 326
Financial Services Marketing
Course Description / Topics
How to Enroll
Ordering Study Materials
For More Information
LOMA 326 covers basic marketing principles and the function of marketing in a financial services environment.
Topics Covered:
The Marketing Environment
Marketing Goals and Strategies
Organizing, Implementing, and Controlling Marketing
Market Segmentation and Target Marketing
Marketing Information Systems and Research Projects
Basic Product and Service Concepts
Product and Service Development
Price and Pricing
Customer Behavior and Customer Relationship Marketing
Distribution Channel Strategies
Promotion and Advertising
Sales Promotion and Publicity
Personal Selling
How to Enroll
Simply log in to LOMANET, LOMA’s internet-based system that allows students and training administrators to access student information, monitor progress, and enroll for exams. New student? Visit LOMANET at www.lomanet.org and create an account today!
Ordering Study Materials
To order course material contact:
PBD Worldwide Fulfillment Services
Order online! www.pbd.com
Tel: 1-800-887-3723 or 770-280-4178
Fax: 770-280-4150
E-mail: LNH@pbd.com
Textbooks for this course:
Financial Services Marketing (2005); (LOMA; ISBN 1-57974-213-0) [PBD Order # LOMA 326-10-05].
Test Preparation Guide for LOMA 326 (2005); (LOMA; ISBN 1-57974-214-9) [PBD Order # LOMA 326-40-05].
For More Information
Contact your company’s LOMA Educational Representative or contact LOMA's Office of the Registrar.
LOMA's Office of the Registrar
Phone: 800-ASK-LOMA (Option 1) / 770-984-3761
Fax: 770-984-6415
E-mail: education@loma.org
http://www.loma.org/LOMA326.asp
-----------------
Marketing Financial Services
ACE Transcript Data: ABAN-0171
Organization: American Bankers Association
Location: Internet-based Course.
Length: 16 weeks Structured Internet-Based Study .
Dates: April 2000 – Present
Description: 16 weeks Structured Internet-Based Study. Participant will be able to recognize consumer motivation and buying behavior; integrate public relations, advertising, sales promotion, selling, and service distribution functions in the bank's overall marketing plan; conduct situation analysis; and monitor and evaluate marketing efforts.
Objective: To provide an understanding of how banks use marketing, and the elements in a marketing plan.
Learning Outcome: Upon successful completion of this course, the participant will be able to recognize consumer motivation and buying behavior; integrate public relations, advertising, sales promotion, selling, and service distribution functions in the bank's overall marketing plan; conduct situation analysis; and monitor and evaluate marketing efforts.
Instruction: Major topics covered in the course are key marketing concepts; marketing planning; the strategic marketing process; the development of a situation analysis; setting goals and objectives and identifying strategies and tactics; consumer and organizational buying behavior; marketing research and marketing information systems; segmentation and positioning strategies; product strategy and new product development; pricing strategy; distribution strategy; promotion strategy for personal selling and for advertising; public relations and communications; organization, implementation, and evaluation; the wholesale side of banking; and the future of bank marketing. Methods of instruction include textbook, interactive-web exercises and discussions, and computer scored quizzes. Evaluation methods used include assignments, a mid-term and a final exam.
Credit Recommendation: In the lower division baccalaureate/associate degree category, 3 semester hours in Banking or Bank Marketing (9/03) (6/07).
American Council on Education • One Dupont Circle NW • Washington DC, 20036 • credit@ace.nche.edu
http://www.acenet.edu/nationalguide/course/?cid=59721
----------------
Professional Sales Initiative
The College of Business Administration at Nicholls State University has embarked on a Professional Sales Initiative with a threefold purpose:
Draw high-ability students toward sales careers.
Help students develop critical success skills through innovative curricula and facilities.
Promote sales professionalism in the Bayou Region by engaging area sales professionals in the PSI.
INNOVATIVE CURRICULA
Students interested in sales careers can enroll in two programs designed to position them for success in the field of professional sales. Marketing majors can pursue a concentration in professional sales, while business administration majors can pursue a concentration in financial services marketing.
The professional sales concentration includes three specialized sales courses (Professional Selling, Sales Management and Advanced Professional Selling) in addition to other required and elective marketing courses.
The financial services marketing concentration for business administration majors combines the knowledge of financial services products, typically taught in finance courses, with marketing and sales skills taught in marketing courses. Students in this program will complete three courses in both marketing (Services Marketing, Professional Selling and Advanced Professional Selling) and finance (Insurance, Investments and Real Estate), as well as courses in Income Tax Accounting and Money and Banking, and other required and elective courses.
These innovative new curricula are designed to produce committed graduates with a stronger foundation of professional selling skills.
http://www.nicholls.edu/marketing/professional-sales-initiative/
-------------------------
Marketing videos for Financial advisors
We know that not every idea you hear will fit your personality or will fit with your business. So we've lined up ten great presenters, each with a dozen ideas that can make the difference in your business, get you off that production plateau, and have your colleagues wondering how you made such a big jump in income so fast.
Smart producers don't reinvent the wheel - they get a wheel from someone who has already spent the time to perfect it. If you're a financial planner, stockbroker, life agent or investment advisor wanting to blow the doors of your production, you have got to listen to these experts!
You can choose from a variety of topics and speakers to suit your interest. Each comes with video, audio and speaker notes. Simply click on the Topics tab above to choose from the great list of presenters and take the first step towards becoming a big producer today!
http://www.4-financial-advisors.net/
-----------------
Guerrilla Marketing For Financial Advisors
The following provides course information, as well as pricing, author, and educational credit information for the course you selected.
Grant Hicks and Jay Conrad Levinson are the authors of the best-selling marketing series in history, Guerrilla Marketing: Secrets For Making Big Profits From Your Financial Advisory Business!
"Guerrilla Marketing" has sold over 14 million copies worldwide and influenced marketing so much that today this book appears in 39 languages and is required reading in many MBA programs worldwide.
Chapter Summary
Chapter 1 - Build a Better Business and Marketing Plan
Chapter 2 - Getting New Clients from Outside Sources
Chapter 3 - Getting New Clients from Internal Marketing
Chapter 4 - Introducing New Clients
Chapter 5 - Wowing New Clients
Chapter 6 - Mastering Service for All Clients
Chapter 7 - Taking Your Business to the Next Level
Chapter 8 - Marketing Principles for Financial Advisors
Chapter 9 - Follow up Plan - Guerrilla Action Plan Worksheets
"Guerrilla Marketing For Financial Advisors" contains over forty dynamic marketing ideas for Financial Advisors, wholesalers, insurance agents, stockbrokers and their assistants.
About The Provider: Grant Hicks, President of Hicks Financial is one of Canada's leading authorities on marketing financial services. He is a dynamic and entertaining speaker with an amazing ability to motivate audiences to achieve more. The average attendee writes seven pages of notes and is captivated by his brilliant marketing ideas.
He co-authored Guerrilla Marketing for Financial Advisors with Jay Conrad Levinson - considered one of the best-selling marketing series in history. Collaboratively, these experts uncover all aspects of marketing for financial advisors including prospecting, client management, referrals and professional image.
Grant runs his Retirement Planning Practice, speaks and writes and manages a website for financial professionals from his offices in Parksville, British Columbia on beautiful Vancouver Island, Canada.
Grant played professional hockey in Europe before starting a career in financial services. His background includes recruiting 60 representatives as a manager of a financial planning firm in less than three years and building a clientele from $1 million in assets to over $40 million in less than two years. Grant was also a top producer with the BC Credit Union Financial Planning Association.
Price: $34.97
More Info:
http://www.abtrainingcenter.com/showPADetails.asp?TCID=1000663
Financial Services
Marketing Management - Financial Services Program
Program Code: B406
Program Length: 12 months (2 semesters in-class, 1 co-op term)
Starting: September, January
Certification: Ontario College Graduate Certificate
Location: St. James Campus
Apply to: www.ontariocolleges.ca
Admission Requirements and Fees
This document opens in a new window.
The Admission Requirements and fees document is in .pdf format and requires Adobe Acrobat Reader to view it.
List of Courses
Check the availability and status of this program: 2007/2008 Start Dates
2008/2009 Start Dates
Note: Due to ongoing program improvements courses are subject to change without notice.
FAST TRACK TO A GREAT CAREER IN MARKETING AT GEORGE BROWN COLLEGE
There is demand for marketers within the financial industry who understand the special needs of financial services customers with a strong marketing acumen. The Marketing Management - Financial Services postgraduate program at George Brown College teaches you to be able to turn customer and market information into insights to create strategic marketing programs and communication campaigns for financial products and services. This involves using technology to capture and harness vast amounts of information to provide insights about how to successfully market to different customers and build long-term profitable relationships with customers. The program combines the basics of database marketing plus preparation to write the Canadian Securities exam, a requirement for most positions within the financial services industry.
INDUSTRY-READY CAREER SKILLS
Apply marketing concepts and principles to the financial services sector in Canada and globally.
Develop and implement effective strategic marketing plans for financial products and services.
Use industry standard software to analyze data to provide marketing insights and create professional marketing analysis reports and presentations.
Create strategic customer relationship building marketing communications and loyalty building programs.
CAREER OPTIONS
You will be prepared to succeed in a variety of corporations, particularly within banks, mutual fund companies and other financial institutions and within the agencies and suppliers that service the industry. Marketing positions include titles such as:
Advertising or Promotion Co-ordinator
Marketing Co-ordinator
Assistant Customer Segment Marketer
Assistant Account Director (Direct and Interactive Agencies)
Brand or Product Assistant
Marketing Analyst
See Sample Career Opportunities for Grads.
FUTURE STUDY OPTIONS
For information on future study options, see transferguide.georgebrown.ca.
CO-OP AT GEORGE BROWN COLLEGE
Employers have told us that they are more likely to hire a student with co-op experience than a student without experience. Our co-op program gives you the real-life experience that employers demand.
Co-operative Education Website
REQUIRED COURSES
In order to graduate, you must successfully complete 13 courses and a co-op work term.
SEMESTER 1
MARK1027 Marketing Management
MARK1105 Personal Selling and Communications
COMP1192 Computer Applications for Database Marketing
MARK1024 Marketing Seminar Series
MARK2037 Database Marketing Strategies I
FIN2001 Canadian Securities I
COOP1000 Co-op Preparation Course
SEMESTER 2
Co-op Work Term
SEMESTER 3
MARK1039 Financial Analysis for Marketing Strategy
MARK2039 Data Analytics and Data Mining
FIN2002 Canadian Securities II
MARK1031 Principles of Marketing for Financial Services
MARK2044 Principles of Marketing Research
MARK1107 Direct and Interactive Marketing
Due to ongoing program improvements courses are subject to change without notice.
For more information
Call George Brown School of Financial Services
at 416-415-5000, ext. 2160
E-mail: financialservices@georgebrown.ca
Or 416-415-2000 or 1-800-265-2002
http://www.georgebrown.ca/Marketing/FTCal/bus/B406.aspx
------------------
Dept/School School of Business and Economics, Exeter University
Duration 9 months or 12 months full-time.
Entry Requirements A good relevant first degree from a recognised university. Please note that work experience is not required. If English is not your first language and you did not complete your first degree in English, we will require an English language test.
Course Fees Fees per year 2007/08 UK/EU £7,950 (full-time); International £11,250 (full-time).
Course Contact Shirley Learmonth
Study Options Full-Time
Start Month(s) October
Taught/Research Taught
MSc in Marketing and Financial Services
For details of Full fee masters scholarships visit www.admin.ex.ac.uk/academic/scholarships/postgraduate/fullmasters.shtml
The MSc in Marketing and Financial Services combines Exeter’s long tradition of excellent research-based finance teaching with a range of innovative marketing modules. Designed for UK and international students alike, this is a cutting-edge programme not available at other British universities and promises superior career prospects in marketing, financial services, or at the interface between the two.
Within a dynamic and challenging environment you will learn with the experts, have contact with successful practitioners, work on a full dissertation project, and develop your studies alongside an international base of students. The programme is especially appropriate for marketing graduates wanting to develop a career in the marketing and promotion of financial services, as well as business/accounting/finance graduates wishing to specialise in marketing within financial services.
The MSc is available as both a 9-month and (subject to approval) a 12-month programme which gives students the option of graduating, and getting into the job market, earlier than many graduates or of completing a 30-credit dissertation over the summer, allowing them to explore in greater depth an area of study that interests them.
Entry requirements A good relevant first degree from a recognised university. Please note that work experience is not required.
Modules
1. Five core modules: Fundamentals of Financial Management; Investment Analysis 1; Financial Research Skills; Strategic Marketing Management; Banking and Financial Services.
2. a) 9-month programme only: 15-credit Dissertation in Semester 2. b) 12-month programme only: 30-credit Dissertation over the summer.
3. Options: Choose four options (for the 9-month programme) or three options (for the 12-month programme) from a list of Marketing and Finance modules.
Assessment Modules are assessed by a combination of coursework and written examination.
Special features Students are offered non-assessed intensive computing training, covering Datastream, Reuters and other financial databases and software systems. There is also the opportunity to take part in an optional tour of European Stock Exchanges, which gives students the opportunity to see the operations of these important institutions at first hand and meet with their officials.
http://www.findamasters.com/search/showcourse.asp?btype=3&cour_id=1999
--------------
LOMA 326
Financial Services Marketing
Course Description / Topics
How to Enroll
Ordering Study Materials
For More Information
LOMA 326 covers basic marketing principles and the function of marketing in a financial services environment.
Topics Covered:
The Marketing Environment
Marketing Goals and Strategies
Organizing, Implementing, and Controlling Marketing
Market Segmentation and Target Marketing
Marketing Information Systems and Research Projects
Basic Product and Service Concepts
Product and Service Development
Price and Pricing
Customer Behavior and Customer Relationship Marketing
Distribution Channel Strategies
Promotion and Advertising
Sales Promotion and Publicity
Personal Selling
How to Enroll
Simply log in to LOMANET, LOMA’s internet-based system that allows students and training administrators to access student information, monitor progress, and enroll for exams. New student? Visit LOMANET at www.lomanet.org and create an account today!
Ordering Study Materials
To order course material contact:
PBD Worldwide Fulfillment Services
Order online! www.pbd.com
Tel: 1-800-887-3723 or 770-280-4178
Fax: 770-280-4150
E-mail: LNH@pbd.com
Textbooks for this course:
Financial Services Marketing (2005); (LOMA; ISBN 1-57974-213-0) [PBD Order # LOMA 326-10-05].
Test Preparation Guide for LOMA 326 (2005); (LOMA; ISBN 1-57974-214-9) [PBD Order # LOMA 326-40-05].
For More Information
Contact your company’s LOMA Educational Representative or contact LOMA's Office of the Registrar.
LOMA's Office of the Registrar
Phone: 800-ASK-LOMA (Option 1) / 770-984-3761
Fax: 770-984-6415
E-mail: education@loma.org
http://www.loma.org/LOMA326.asp
-----------------
Marketing Financial Services
ACE Transcript Data: ABAN-0171
Organization: American Bankers Association
Location: Internet-based Course.
Length: 16 weeks Structured Internet-Based Study .
Dates: April 2000 – Present
Description: 16 weeks Structured Internet-Based Study. Participant will be able to recognize consumer motivation and buying behavior; integrate public relations, advertising, sales promotion, selling, and service distribution functions in the bank's overall marketing plan; conduct situation analysis; and monitor and evaluate marketing efforts.
Objective: To provide an understanding of how banks use marketing, and the elements in a marketing plan.
Learning Outcome: Upon successful completion of this course, the participant will be able to recognize consumer motivation and buying behavior; integrate public relations, advertising, sales promotion, selling, and service distribution functions in the bank's overall marketing plan; conduct situation analysis; and monitor and evaluate marketing efforts.
Instruction: Major topics covered in the course are key marketing concepts; marketing planning; the strategic marketing process; the development of a situation analysis; setting goals and objectives and identifying strategies and tactics; consumer and organizational buying behavior; marketing research and marketing information systems; segmentation and positioning strategies; product strategy and new product development; pricing strategy; distribution strategy; promotion strategy for personal selling and for advertising; public relations and communications; organization, implementation, and evaluation; the wholesale side of banking; and the future of bank marketing. Methods of instruction include textbook, interactive-web exercises and discussions, and computer scored quizzes. Evaluation methods used include assignments, a mid-term and a final exam.
Credit Recommendation: In the lower division baccalaureate/associate degree category, 3 semester hours in Banking or Bank Marketing (9/03) (6/07).
American Council on Education • One Dupont Circle NW • Washington DC, 20036 • credit@ace.nche.edu
http://www.acenet.edu/nationalguide/course/?cid=59721
----------------
Professional Sales Initiative
The College of Business Administration at Nicholls State University has embarked on a Professional Sales Initiative with a threefold purpose:
Draw high-ability students toward sales careers.
Help students develop critical success skills through innovative curricula and facilities.
Promote sales professionalism in the Bayou Region by engaging area sales professionals in the PSI.
INNOVATIVE CURRICULA
Students interested in sales careers can enroll in two programs designed to position them for success in the field of professional sales. Marketing majors can pursue a concentration in professional sales, while business administration majors can pursue a concentration in financial services marketing.
The professional sales concentration includes three specialized sales courses (Professional Selling, Sales Management and Advanced Professional Selling) in addition to other required and elective marketing courses.
The financial services marketing concentration for business administration majors combines the knowledge of financial services products, typically taught in finance courses, with marketing and sales skills taught in marketing courses. Students in this program will complete three courses in both marketing (Services Marketing, Professional Selling and Advanced Professional Selling) and finance (Insurance, Investments and Real Estate), as well as courses in Income Tax Accounting and Money and Banking, and other required and elective courses.
These innovative new curricula are designed to produce committed graduates with a stronger foundation of professional selling skills.
http://www.nicholls.edu/marketing/professional-sales-initiative/
-------------------------
Marketing videos for Financial advisors
We know that not every idea you hear will fit your personality or will fit with your business. So we've lined up ten great presenters, each with a dozen ideas that can make the difference in your business, get you off that production plateau, and have your colleagues wondering how you made such a big jump in income so fast.
Smart producers don't reinvent the wheel - they get a wheel from someone who has already spent the time to perfect it. If you're a financial planner, stockbroker, life agent or investment advisor wanting to blow the doors of your production, you have got to listen to these experts!
You can choose from a variety of topics and speakers to suit your interest. Each comes with video, audio and speaker notes. Simply click on the Topics tab above to choose from the great list of presenters and take the first step towards becoming a big producer today!
http://www.4-financial-advisors.net/
-----------------
Guerrilla Marketing For Financial Advisors
The following provides course information, as well as pricing, author, and educational credit information for the course you selected.
Grant Hicks and Jay Conrad Levinson are the authors of the best-selling marketing series in history, Guerrilla Marketing: Secrets For Making Big Profits From Your Financial Advisory Business!
"Guerrilla Marketing" has sold over 14 million copies worldwide and influenced marketing so much that today this book appears in 39 languages and is required reading in many MBA programs worldwide.
Chapter Summary
Chapter 1 - Build a Better Business and Marketing Plan
Chapter 2 - Getting New Clients from Outside Sources
Chapter 3 - Getting New Clients from Internal Marketing
Chapter 4 - Introducing New Clients
Chapter 5 - Wowing New Clients
Chapter 6 - Mastering Service for All Clients
Chapter 7 - Taking Your Business to the Next Level
Chapter 8 - Marketing Principles for Financial Advisors
Chapter 9 - Follow up Plan - Guerrilla Action Plan Worksheets
"Guerrilla Marketing For Financial Advisors" contains over forty dynamic marketing ideas for Financial Advisors, wholesalers, insurance agents, stockbrokers and their assistants.
About The Provider: Grant Hicks, President of Hicks Financial is one of Canada's leading authorities on marketing financial services. He is a dynamic and entertaining speaker with an amazing ability to motivate audiences to achieve more. The average attendee writes seven pages of notes and is captivated by his brilliant marketing ideas.
He co-authored Guerrilla Marketing for Financial Advisors with Jay Conrad Levinson - considered one of the best-selling marketing series in history. Collaboratively, these experts uncover all aspects of marketing for financial advisors including prospecting, client management, referrals and professional image.
Grant runs his Retirement Planning Practice, speaks and writes and manages a website for financial professionals from his offices in Parksville, British Columbia on beautiful Vancouver Island, Canada.
Grant played professional hockey in Europe before starting a career in financial services. His background includes recruiting 60 representatives as a manager of a financial planning firm in less than three years and building a clientele from $1 million in assets to over $40 million in less than two years. Grant was also a top producer with the BC Credit Union Financial Planning Association.
Price: $34.97
More Info:
http://www.abtrainingcenter.com/showPADetails.asp?TCID=1000663
Online ADvertising January 2008
http://www.marketingcharts.com/wp/wp-content/uploads/2008/02/adrelevance-online-advertisers-january-2008.xls
Advertiser Total Estimated Spending Impressions (000)
NexTag, Inc. $65,499,600 32,234,244
Experian Group Limited $61,078,500 27,374,968
Netflix, Inc. $49,495,000 18,156,467
InterActiveCorp $40,334,200 8,703,911
Vonage Holdings Corp $16,842,100 6,723,719
Verizon Communications, Inc. $13,948,900 2,874,022
Scottrade, Inc. $13,784,600 2,577,922
Countrywide Financial Corporation $13,405,100 6,003,292
Echostar Communications Corporation $13,299,100 4,361,679
Apollo Group, Inc. $12,677,700 4,177,749
Top 10 Financial online advertisers
Experian Group Limited $61,078,500 27,374,968
InterActiveCorp $40,334,200 8,703,911
Scottrade, Inc. $13,784,600 2,577,922
Countrywide Financial Corporation $13,405,100 6,003,292
Low rate source
Etrade $8.7
HSBC HOldings
Low.com
Fidelity investments $6.3
Wachovia corporation $6 million
http://www.marketingcharts.com/direct/top-10-financial-services-online-ad-spenders-january-2008-3558/
Advertiser Total Estimated Spending Impressions (000)
NexTag, Inc. $65,499,600 32,234,244
Experian Group Limited $61,078,500 27,374,968
Netflix, Inc. $49,495,000 18,156,467
InterActiveCorp $40,334,200 8,703,911
Vonage Holdings Corp $16,842,100 6,723,719
Verizon Communications, Inc. $13,948,900 2,874,022
Scottrade, Inc. $13,784,600 2,577,922
Countrywide Financial Corporation $13,405,100 6,003,292
Echostar Communications Corporation $13,299,100 4,361,679
Apollo Group, Inc. $12,677,700 4,177,749
Top 10 Financial online advertisers
Experian Group Limited $61,078,500 27,374,968
InterActiveCorp $40,334,200 8,703,911
Scottrade, Inc. $13,784,600 2,577,922
Countrywide Financial Corporation $13,405,100 6,003,292
Low rate source
Etrade $8.7
HSBC HOldings
Low.com
Fidelity investments $6.3
Wachovia corporation $6 million
http://www.marketingcharts.com/direct/top-10-financial-services-online-ad-spenders-january-2008-3558/
McKinsey - Financial Services Marketing & Distribution Practice
http://fs.mckinsey.com/Expertise.aspx?expertise=Marketing
Kurt
Kurt is a Director at McKinsey in the New York office and Co-Leader of the Financial Services Marketing & Distribution Practice in North America.
Case Study: Reorganizing Sales and Marketing Functions in Institutional Asset Management
Background
A large institutional asset manager was performing poorly on client service for its mostly managed accounts, compared to competitors.
It asked McKinsey to help address a number of issues, including inconsistent client segmentation, a lack of institutionalized client knowledge, the need for a global approach, and a misalignment of goals. Service was not team-based, there were no systematic client-feedback processes, and there was no reliable and replicable service model. Roles were unclear with no internal coordination around client acquisition, cross selling and retention.
Analysis and Teamwork
Instead of multiple CST combinations and interactions, McKinsey developed multi-functional and client-focused regional teams, which reduced the number of client interactions dramatically.
The McKinsey team set appropriate incentives and metrics, aligning goals by tying them to compensation on the basis of 60% individual targets and 40% team performance. It improved customer segmentation by allocating teams by regions instead of by client types, with at least one top performer for each.
Sharing best practices was institutionalized with templates profiling competitor and client information to stimulate cross selling. McKinsey differentiated the service model for high potential and multi-product clients.
Results
McKinsey put in clear performance measures to reduce asset attrition from 20% to the 10% industry standard, to increase client satisfaction measured by surveys, to increase cross-sale rates, and to lift the acquisition rate of total assets from new clients. While there was an immediate morale boost, the financial impact was set to begin within six-to-nine months on the yearlong implementation program.
http://fs.mckinsey.com/Display.aspx?id=cf79a120-57d5-412a-80a6-ed963cb5e3df
Kurt
Kurt is a Director at McKinsey in the New York office and Co-Leader of the Financial Services Marketing & Distribution Practice in North America.
Case Study: Reorganizing Sales and Marketing Functions in Institutional Asset Management
Background
A large institutional asset manager was performing poorly on client service for its mostly managed accounts, compared to competitors.
It asked McKinsey to help address a number of issues, including inconsistent client segmentation, a lack of institutionalized client knowledge, the need for a global approach, and a misalignment of goals. Service was not team-based, there were no systematic client-feedback processes, and there was no reliable and replicable service model. Roles were unclear with no internal coordination around client acquisition, cross selling and retention.
Analysis and Teamwork
Instead of multiple CST combinations and interactions, McKinsey developed multi-functional and client-focused regional teams, which reduced the number of client interactions dramatically.
The McKinsey team set appropriate incentives and metrics, aligning goals by tying them to compensation on the basis of 60% individual targets and 40% team performance. It improved customer segmentation by allocating teams by regions instead of by client types, with at least one top performer for each.
Sharing best practices was institutionalized with templates profiling competitor and client information to stimulate cross selling. McKinsey differentiated the service model for high potential and multi-product clients.
Results
McKinsey put in clear performance measures to reduce asset attrition from 20% to the 10% industry standard, to increase client satisfaction measured by surveys, to increase cross-sale rates, and to lift the acquisition rate of total assets from new clients. While there was an immediate morale boost, the financial impact was set to begin within six-to-nine months on the yearlong implementation program.
http://fs.mckinsey.com/Display.aspx?id=cf79a120-57d5-412a-80a6-ed963cb5e3df
Financial Advisor Marketing - Javelin Marketing
http://www.javelinmarketing.com/
Javelin Marketing, Inc.
1647 Willow Pass Road, #164
Concord, CA 94520
Phone:866-4-Javelin
Fax: 925-226-4649
Our sytems have been developed and thoroughly tested in real practices of top producing advisors, rather than dreamed up by an isolated marketing executive in New York. These systems have field-tested proven results.
These programs are not released for sale until they provide the user a 10 to 1 return on dollars invested.
Most of the systems have a 90-day guarantee—plenty of time for the producer to prove they work.
The systems are focused on the affluent 60+ market (they hold 77% of the nation's wealth)—the fastest growing and most profitable demographic segment to prospect.
They save producers time. Most marketing systems generate a ton of leads, but only a few good prospects. Our systems generate a high percentage of appointments. Seminar system users get appointments with 65% of attendees, and annuity system users get appointments with 20% of the respondents.
Our weekly support and coaching calls provide a continuous support system to insure success.
Javelin Marketing, Inc.
1647 Willow Pass Road, #164
Concord, CA 94520
Phone:866-4-Javelin
Fax: 925-226-4649
Our sytems have been developed and thoroughly tested in real practices of top producing advisors, rather than dreamed up by an isolated marketing executive in New York. These systems have field-tested proven results.
These programs are not released for sale until they provide the user a 10 to 1 return on dollars invested.
Most of the systems have a 90-day guarantee—plenty of time for the producer to prove they work.
The systems are focused on the affluent 60+ market (they hold 77% of the nation's wealth)—the fastest growing and most profitable demographic segment to prospect.
They save producers time. Most marketing systems generate a ton of leads, but only a few good prospects. Our systems generate a high percentage of appointments. Seminar system users get appointments with 65% of attendees, and annuity system users get appointments with 20% of the respondents.
Our weekly support and coaching calls provide a continuous support system to insure success.
The Financial Services Marketing Group
2620 N. Walnut St, Bloomington, IN 47404
http://www.financialindustrymarketing.com/
The Financial Services Marketing Group provides affordable regional marketing, graphic design, advertising, direct mail, PR and web development for a wide range of financial industry sectors, including; banks, institutional and private investment firms, insurance agencies and financial planners.
We deliver one-to-one, and highly targeted communications tactics through all channels across the Midwest, including Indiana, Ohio, Illinois, Kentucky.
Our regional approach supports businesses of every size, from individual consultants, small firms and regional banks, to large national corporations. We will conduct internal and external assessments, develop and implement marketing plans, create and execute promotional programs, support your internal communications, and evaluate your results. We will also help you create your own wide range of low-cost, in-house marketing and communications tools and processes to fit any budget.
A Specialty Division of Hume & Communications
This newly formed agency is a division of Hume & Communications, and founded by Tom Hume, a financial marketing expert with over 20 years experience. To learn more about our services or to view our online portfolio, visit our online portfolio at Hume & Communications. More »
For more information, call: 317-522-5367 in Indianapolis, Indiana
To reach us directly at our parent company Hume & Services call:
877-866-HUME - Toll Free
317-522-5367 - 2620 N. Walnut St, Bloomington, IN 47404
http://www.financialindustrymarketing.com/
The Financial Services Marketing Group provides affordable regional marketing, graphic design, advertising, direct mail, PR and web development for a wide range of financial industry sectors, including; banks, institutional and private investment firms, insurance agencies and financial planners.
We deliver one-to-one, and highly targeted communications tactics through all channels across the Midwest, including Indiana, Ohio, Illinois, Kentucky.
Our regional approach supports businesses of every size, from individual consultants, small firms and regional banks, to large national corporations. We will conduct internal and external assessments, develop and implement marketing plans, create and execute promotional programs, support your internal communications, and evaluate your results. We will also help you create your own wide range of low-cost, in-house marketing and communications tools and processes to fit any budget.
A Specialty Division of Hume & Communications
This newly formed agency is a division of Hume & Communications, and founded by Tom Hume, a financial marketing expert with over 20 years experience. To learn more about our services or to view our online portfolio, visit our online portfolio at Hume & Communications. More »
For more information, call: 317-522-5367 in Indianapolis, Indiana
To reach us directly at our parent company Hume & Services call:
877-866-HUME - Toll Free
317-522-5367 - 2620 N. Walnut St, Bloomington, IN 47404
Financial Services Marketing Copy writer
Selling life insurance and mutual fund investments as a CFP® before becoming a copywriter taught me the advantages of a well-written marketing message. Whether your goal is to attract good brokers and agents to sell your products or to attract the buying public, I can communicate your message as “one of them”.
John Gilger
http://jgilger.com/
John Gilger
http://jgilger.com/
UK -The Financial Services (Distance Marketing) Regulations 2004
Statutory Instrument 2004 No. 2095
The Financial Services (Distance Marketing) Regulations 2004
--------------------------------------------------------------------------------
© Crown Copyright 2004
Statutory Instruments printed from this website are printed under the superintendence and authority of the Controller of HMSO being the Queen's Printer of Acts of Parliament.
The legislation contained on this web site is subject to Crown Copyright protection. It may be reproduced free of charge provided that it is reproduced accurately and that the source and copyright status of the material is made evident to users.
It should be noted that the right to reproduce the text of Statutory Instruments does not extend to the Queen's Printer imprints which should be removed from any copies of the Statutory Instrument which are issued or made available to the public. This includes reproduction of the Statutory Instrument on the Internet and on intranet sites. The Royal Arms may be reproduced only where they are an integral part of the original document.
The text of this Internet version of the Statutory Instrument which is published by the Queen's Printer of Acts of Parliament has been prepared to reflect the text as it was Made. A print version is also available and is published by The Stationery Office Limited as the The Financial Services (Distance Marketing) Regulations 2004, ISBN 0110496817. The print version may be purchased by clicking here. Braille copies of this Statutory Instrument can also be purchased at the same price as the print edition by contacting TSO Customer Services on 0870 600 5522 or e-mail: customer.services@tso.co.uk.
Further information about the publication of legislation on this website can be found by referring to the Frequently Asked Questions.
Visit the website for full text
http://www.opsi.gov.uk/SI/si2004/20042095.htm
The Financial Services (Distance Marketing) Regulations 2004
--------------------------------------------------------------------------------
© Crown Copyright 2004
Statutory Instruments printed from this website are printed under the superintendence and authority of the Controller of HMSO being the Queen's Printer of Acts of Parliament.
The legislation contained on this web site is subject to Crown Copyright protection. It may be reproduced free of charge provided that it is reproduced accurately and that the source and copyright status of the material is made evident to users.
It should be noted that the right to reproduce the text of Statutory Instruments does not extend to the Queen's Printer imprints which should be removed from any copies of the Statutory Instrument which are issued or made available to the public. This includes reproduction of the Statutory Instrument on the Internet and on intranet sites. The Royal Arms may be reproduced only where they are an integral part of the original document.
The text of this Internet version of the Statutory Instrument which is published by the Queen's Printer of Acts of Parliament has been prepared to reflect the text as it was Made. A print version is also available and is published by The Stationery Office Limited as the The Financial Services (Distance Marketing) Regulations 2004, ISBN 0110496817. The print version may be purchased by clicking here. Braille copies of this Statutory Instrument can also be purchased at the same price as the print edition by contacting TSO Customer Services on 0870 600 5522 or e-mail: customer.services@tso.co.uk.
Further information about the publication of legislation on this website can be found by referring to the Frequently Asked Questions.
Visit the website for full text
http://www.opsi.gov.uk/SI/si2004/20042095.htm
Marketing for Financial Advisors
Marketing for Financial Advisors
Hanson Marketing Group
8011 Navajo Street, Philadelphia, PA 19118
Phone: 215-753-2620 | Fax: 215-753-9223
shirley@MarketingPlanFinancialAdvisor.com
www.MarketingPlanFinancialAdvisor.com
http://www.marketingplanfinancialadvisor.com/
Hanson Marketing Group
8011 Navajo Street, Philadelphia, PA 19118
Phone: 215-753-2620 | Fax: 215-753-9223
shirley@MarketingPlanFinancialAdvisor.com
www.MarketingPlanFinancialAdvisor.com
http://www.marketingplanfinancialadvisor.com/
Suasion Resources
Suasion Resources is a specialized firm that has provided financial services marketing consulting to the industry for the last two decades. Applying our unique approach to the art of persuasion, we have helped develop fresh innovative marketing approaches for many of the country's leading financial services firms. In the process, we have created some of the industry's best marketing practices. Our approach places at our clients disposal an uncommon level of both talent and technique in the areas of strategy formulation, creative development and implementation offered on a totally integrated basis from a single source.
http://www.suasionnewsletter.com/
http://www.suasionnewsletter.com/
M Consulting UK
Welcome to M Consulting - the marketing communications agency that has over 200 combined years of marketing experience in the insurance, professional and financial services industry.
Our marketing agency provides specialist communication services throughout the UK from our offices in London and Birmingham for insurance, professional and financial services.
Our agency works with clients to provide strategic, tactical and creative solutions to increasingly complex business issues, drawing on and integrating expertise across a range of disciplines – business strategy, marketing, PR, communications, creative design and digital media.
http://www.mconsulting.co.uk/
Our marketing agency provides specialist communication services throughout the UK from our offices in London and Birmingham for insurance, professional and financial services.
Our agency works with clients to provide strategic, tactical and creative solutions to increasingly complex business issues, drawing on and integrating expertise across a range of disciplines – business strategy, marketing, PR, communications, creative design and digital media.
http://www.mconsulting.co.uk/
Accenture Marketing Sciences
http://www.accenture.com/Global/Consulting/Marketing_and_Sales_Effectiveness/default.htm
Accenture Marketing Sciences helps chief marketing officers and their teams to create and deliver sustained high performance by measuring and optimizing investments in marketing, media, retail and digital.
Accenture Marketing Sciences helps chief marketing officers and their teams to create and deliver sustained high performance by measuring and optimizing investments in marketing, media, retail and digital.
Financial Marketing Services
http://www.financialmarketingservices.com/
Financial Marketing Services offers our client banks innovative, customized and proven marketing concepts designed to insure the smooth and successful outcome of the capital acquisition process.
Once the independent bank is fully capitalized and open for business, FMS then provides precision marketing tools created specifically to establish recognition and brand equity within the community.
Financial Marketing Services offers our client banks innovative, customized and proven marketing concepts designed to insure the smooth and successful outcome of the capital acquisition process.
Once the independent bank is fully capitalized and open for business, FMS then provides precision marketing tools created specifically to establish recognition and brand equity within the community.
Internet Marketing Alex Brown Course
Background and History
How the Web Works
Quick notes: S 1 - 4
Consumers Online
Quick notes: NC 1 - 4
Organizations Online
Quick notes: S 8
Law Privacy and Security
Social Media / Blogs a Marketing Tool: Toby Bloomberg
Quick notes: NC 5 - 9
Marketing Research Online
Framework: Free and Engagement
Personalization
Quick notes: NC 13 - 15
Digital Economics and Strategy
Product
Product 2: Development
Price
Place
Quick notes: S 5
Promotion
How the Web Works
Quick notes: S 1 - 4
Consumers Online
Quick notes: NC 1 - 4
Organizations Online
Quick notes: S 8
Law Privacy and Security
Social Media / Blogs a Marketing Tool: Toby Bloomberg
Quick notes: NC 5 - 9
Marketing Research Online
Framework: Free and Engagement
Personalization
Quick notes: NC 13 - 15
Digital Economics and Strategy
Product
Product 2: Development
Price
Place
Quick notes: S 5
Promotion
Marketing Notes - Alex Brown
1. Introduction to marketing
http://www.udel.edu/alex/chapt1.html
2. Strategic market planning
http://www.udel.edu/alex/chapt2.html
3. Marketing environment
http://www.udel.edu/alex/chapt3.html
6. Consumer behavior
http://www.udel.edu/alex/chapt6.html
8. Market research process
http://www.udel.edu/alex/chapt8.html
9. Segmentation and Strategy
http://www.udel.edu/alex/chapt9.html
10. Relationship Marketing, IT and Forecasting
http://www.udel.edu/alex/chapt10.html
11. New Products
http://www.udel.edu/alex/chapt11.html
12. Managing The Product
http://www.udel.edu/alex/chapt12.html
Full contents of the notes
13. Pricing
http://www.udel.edu/alex/chapt13.html
15. Marketing intermediaries
http://www.udel.edu/alex/chapt15.html
17. Retailing
http://www.udel.edu/alex/chapt17.html
18. Sales promotion
http://www.udel.edu/alex/chapt18.html
19. Advertising
http://www.udel.edu/alex/chapt19.html
20. Personal Selling
http://www.udel.edu/alex/chapt20.html
24. Services marketing
http://www.udel.edu/alex/chapt24.html
Full content page
http://www.udel.edu/alex/chapt1.html#contents
http://www.udel.edu/alex/chapt1.html
2. Strategic market planning
http://www.udel.edu/alex/chapt2.html
3. Marketing environment
http://www.udel.edu/alex/chapt3.html
6. Consumer behavior
http://www.udel.edu/alex/chapt6.html
8. Market research process
http://www.udel.edu/alex/chapt8.html
9. Segmentation and Strategy
http://www.udel.edu/alex/chapt9.html
10. Relationship Marketing, IT and Forecasting
http://www.udel.edu/alex/chapt10.html
11. New Products
http://www.udel.edu/alex/chapt11.html
12. Managing The Product
http://www.udel.edu/alex/chapt12.html
Full contents of the notes
13. Pricing
http://www.udel.edu/alex/chapt13.html
15. Marketing intermediaries
http://www.udel.edu/alex/chapt15.html
17. Retailing
http://www.udel.edu/alex/chapt17.html
18. Sales promotion
http://www.udel.edu/alex/chapt18.html
19. Advertising
http://www.udel.edu/alex/chapt19.html
20. Personal Selling
http://www.udel.edu/alex/chapt20.html
24. Services marketing
http://www.udel.edu/alex/chapt24.html
Full content page
http://www.udel.edu/alex/chapt1.html#contents
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