MzW7-BkAFjUH-33342
2016-10-22 23:00:57 4 举报AI智能生成
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THANK YOU PLAN SWOT
作者其他创作
大纲/内容
THANK YOU PLAN SWOT
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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