Hoyter Financial Financial Advisor G. Brad Hoyt, CFS, ChCF, MSF - PowerPoint PPT Presentation

Business Plan Hoyter Financial Financial Advisor G. Brad Hoyt, CFS, ChCF, MSF

Building Your Business- Plan and Goals

G. . Br Brad ad Hoyt yt, , CF CFS, , Ch ChCf Cf Financial Advisors P ro-active Specific Measurable Realistic Time Goals Goals Action Expectations consumed oriented -Making the most of time S M A R T

BUSINESS GOALS • How much money do you want to make? • How do you expect to reach monetary goals? • What are your professional goals (right now) • Weekly goals-How many prospects per week? • What is your expected revenue – 1 st year? • Where will you find Quality Leads? • Where differentiates you from other Advisors?

Specific target Markets

Previous Employment Who do you know that------- • Who attended program or classes with you? • Who recently changed employers? • What previous clients do you have? • Who do you know who previously lost a job? • Who recently started or sold a business? • Who has built up a successful business? • What former colleagues work somewhere else?

L ife Events Every day Occurrences---------- • Who do you know that is engaged? • Who do you know who was recently Married? • Who do you know who is pregnant? • Who has recently retired, or about to? • Who has recently moved? • Has anyone you know inherited money? • Who may be caring for an aging parent?

Civic Lead Possibilities • People who Sponsor Charitable Events • People involved with a Charitable Group • City chamber of Commerce Member • Oakland County Schools (403b) Opportunities

Organizations and Associations Who do you know in these? • Religious Organizations • College Alumni Associations • Professional (known) Organizations • Political Associations • Special Interest Groups

Possible Commercial Leads Who do you know involved with- • Local Grocery, Party Stores • Owns/Operates Favorite Restaurants • Landscapers, Lawn-Sprinkler Owners • Home Workers (remodeling, specialty Services) • Big 3 (auto) Company Friends/Associates • Business Owners

Women’s Markets • Works in an Office • Works in a School • Works in a Professional Line of Business • Works in a Public Service Capacity • Owns a Business • Has Kids (College Savings Needs) • Well-To-Do Friends and Neighbors

Social Networks • Plays on Sports Team with You or Family • Parents and Friends of your Child/ or You • Have done Business with/Traveled with • Would Invite/Be Invited to Large Party or Function

Business Professions • Small Business Owners • Attorneys • Doctors/Physicians • K-12 Teachers (403b Opportunities) • Skilled Workers • Engineers • General Business Owners/Co-Owners

Marketing Tools Available • Fact Finder Worksheet/Questionnaire • Natural Market Seminar • Client-Link • eRelationship Software • aAds and Seminars

Mapping Financial Future • Define Goals-Identify and Prioritize Goals • Gather Information-Collect Facts and Figures Based on Current Situation • Assess Options-Various Strategies to Use • Design a Solution-Choose Financial Strategies that Work for You and Your Family • Implement Strategy ASAP-Savings • Review-Regularity Review Progress/Adjust

Hoyter Financial G. Brad Hoyt (Advisor)-Natural Markets

GBH Natural Market Family • Mother (Lois) • Brother (Greg-Chris) • In-Laws (Jeff, Janie, Scott, Brad, Glenn, John) • Cousins (Chris, Joanne, Lori, Carole)

GBH Natural Market friends • Kevin V • Chris D • Kenny R • Ramon S • Thomas S • Gary R • Kris W • Kevin F

GBH Natural Market Business Contacts • Ken K (Investwise) • Thomas S (Detroit Edison) • Andy C (Personal Business) • Kevin V (Amgen) • Pat P (Freedom One) • Steve O (Touchstone) • Mike D (Xerox) • Lisa L (Investwise)

GBH Natural Market Family Acquaintances • Cindy S (Mom’s Neighbor) • Neighbors (Waterstone) • Former Co-Workers • High-School Friends (Facebook) • College Associates (Facebook & LinkedIn)

GBH Natural Market Special Interest Groups • Rainbow Connection (Rochester) • Evening Book Group (Tuesday Nights) • Certified Fund Specialists • Addiction & Recovery (AA-Pontiac) • Addiction & Recovery (Al-Anon) • Child Welfare (Pontiac) • Animal Rights and Wildlife (ASCPA) (PETA) • Business and Consumers

GBH Natural Market Charitable Groups • Saint Jude Hospital • UNICEF • Toys for Tots • Feed the Children • Alcoholics Anonymous • Habitat for Humanity (MI-Southfield) • Goodwill • Salvation Army

GBH Natural Market Community Groups • Older Persons Community (OPC-Rochester) • Oakland County Schools (Other Districts) • Rainbow Connection (Rochester) • YMCA (Various Locations) • Cities-Chamber of Commerce • Oakland Michigan Community (Auburn Hills) • ResQ 4 Paws (Ortonville) • Michigan Works (Oxford)

GBH Natural Market Religious Groups • New Beginnings Baptist Church (Oxford) • University Presbyterian Church (Rochester) • Trinity Lutheran Church (Clarkston) • Calvary Lutheran Church (Clarkston) • First Assembly of God (Rochester) • MI Christian Singles Group (Troy, Auburn Hills) • St. Dan’s Baptist Church (Clarkston)

G. Brad Hoyt, CFS AXA Financial Advisors Networking Tools • Former Colleagues • Friends/Neighbors- Word of Mouth • Business Associates • LinkedIn- Online Business Community • Walsh College-Oakland University-Alumni • Fast Pitch (Internet Networking)

Specific demographics of the Population • Seniors (ages 55-70)- Long-Term Care Insurance • Young to Middle-Aged Parents- Life Insurance, 529 Plans, IRA’s (Conventional and Roth) • Schools (Mainly K-12)- Focus on 403b Plans • All Demographics- All Products Offered By AXA can be Considered-

GBH Initial Target Markets • Family (Mother, Brother, In-Laws) • Friends (Previously Mentioned) • School Districts (403b Plans)- K-12 Target • Natural Markets (Networking, Prospecting • Business Market (401k Plans, 529 Plans, Group Insurance • Singles Need Market (Pension & College Planning, Life Insurance, Long-Term Care, Term Life Insurance) • Capital Intensive (Seminars, Mass Mailings, Advertising)

G. Brad Hoyt, CFS AXA Financial Advisor • Obtain Series 7 Finra Silence • Obtain Series Finra 66/63 • Obtain Insurance Licenses (Life & Insurance) • PEP Phase 1-Full-Time • Training Procedures • Paid Training (discussion) • Genuine Desire to Help ALL Clients • Design Plans Specifically for Individual or Entity