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MzW7-BkAFjUH-33342

2016-10-22 23:00:57   4  举报

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AI智能生成

THANK YOU PLAN SWOT

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Internal

Weakness

NEED NATIONAL B/D

PRIVACY ISSUES of CLIENT COMPANY

First Mover Advantage ~

Need Call Center

Supervisor

Divisions

Fund Raising

IT Dept.

Mike - Succession

CRM Database Security

MASTER ACCOUNT FILE

Thank You Plan Is FREE

Creating a Sales Force for The Plan may be an issue

STRENGTHS

SOLVES BROKER / DEALER MARKETING DILEMNA

Awareness & Appreciation

NEW / BETTER WAY - BUZZ!

WILBANKS TESTING GROUND

UNLIMITED MARKETPLACE

THE FINANCIAL INDUSTRY

EFFICIENT LEAD GENERATOR

Saving them Trouble

Making Brokers Happy

Broker is Free is Liability

TRULY TURN KEY

CREATING EXCLUSIVE LEADS per BROKER

Minimal Broker Perfomance Issues

EFFICIENT DISTRIBUTION

Eliminate their Sales Force

FIRST MOVER ADVANTAGE!

THIRD PARTY ENDORSEMENT

100% CONTROL

Client Belongs to Thank You Plan!

We can Take them With

ACCOUNTING EASY BY B/D

NON COMPLIANCE ISSUES

B/D Maintains Broker Relationship

INDEPENDANT CONTRACTOR

NO EMPLOYEES

NO RESPONSIBILITY

We will have access to all different level Employees - from C Level d o w n

PROMOTING TYPlan

HEADHUNTERS

OUTSOURCINE

TEMP AGENCIES

HR DEPARTEMNTS

GROSS EMPLOYERS

UNIONS

FIANCIAL COMMUNITY NETWORKS

TRADE SHOWS

C LEVEL PEOPLE

External

Opportunities

EXPAND PROCESS HORIZONTALLY

ANNUAL MEMBERSHIP FEES

FUND RAISING AFFILIATES

$PONSORSHIP ORGANISATIONS

JOINT VENTURE RELATIONSHIPS

NETWORKING INTERNATEL RELATIONSHIP$

Create A BUZZ around the Thank You Plan as a New Better Way to Do Business.

The Depletion of Middle America ~

FINANCIAL EDUCATION BUSINESS

CALL CENTER FOLLOW UP

Refferals

Broker may Buy Referral

AFFECT FINANCIAL INDUSTRY IMAGE

Threats

DUPLICATION by Competitors

By Clients

LIFESPAN

CONTINUITY / CONTINGENCY

Subtopic 3

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Get Started

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tarea 7 comercio

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UCD7

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test7

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