Leveraging Membership & Creating Opportunities Presented by: Maxine Brock and Nancy Damato Thursday, May 19, 2016 www.mgiworld.com www.mintalliance.com
Leveraging Membership You and your firm can use the Your collective resources of MGI NA member firms and worldwide connections to gain a competitive advantage in your marketplace.
Leveraging membership in your firm marketing + Leveraging expertise & sharing resources Gaining a competitive advantage in your marketplace
Leveraging membership in your firm marketing (quick recap)
Your firm marketing Promote your membership and what this means to your clients and markets in your firm marketing
Your firm marketing Use the resources available! Your membership • Corporate Identity Manual • Logos, Tools & Templates www.mgiworld.com Member Area
Your firm marketing How to use MGI Worldwide to Your membership enhance your firms marketing • Marketing Webinar • Member firm examples • Support www.mgiworld.com Meetings > Webinars
Your firm marketing Your membership Deadline
Your firm marketing Promote your collective experience in a wide range of industries, niches and service lines through your MGI Worldwide membership.
Leveraging expertise & sharing resources
Leveraging expertise Why is this important? What expertise do we have? Who has the expertise? How can we make use of it?
Why is this important? For you Your Firm Create Your Fellow Opportunities MGI Worldwide Members Our group
Why is this important? Allows you to remain an independent firm and be able to compete effectively with National, Regional and large local firms.
Leveraging expertise among our group could help generate additional referral opportunity Survey of Professional service firms in the US and where the majority of non-client referrals can come from
Collective expertise! Think beyond what your firm can do! Positioning Statement: Consider promoting yourself as a National firm with International Resources vs. a local firm, as appropriate to the audience.
What expertise do we have?
What collective expertise do we have? Your membership
Use the member mailshot system in the Member Area
Identify members with the expertise you seek, sort by Area or Worldwide
The online member directory Your membership The potential for the future • Technical & industry searches • Individual bios & profile pictures • Firm descriptions/experience • Firm logos
How you can use your Your membership expertise to make your firm MORE COMPETITIVE!
How you can better communicate your expertise to fellow members • Draft a short article • Draft a white paper • Host a webinar • Try a member video We are here to help you!
Meet with us during this conference to create your own two-minute video to discuss your expertise!
Establish a Practice Group Your membership
What expertise do we have? Survey Results: Kirsch Kohn Bridge Aerospace Manufacturing Untracht Early Alternative Investments Untracht Early Asset management Audit—non-public law firms, NFP senior living, manufacturing (hydraulic cylinders, honey for wholesale, cardboard boxes), limited Teague Marquess scope employee benefit plans and other service businesses. Santos Postal Cemetery Trust audits Wright Ford Young Construction including –HVAC, Electrical, Painting, Ready Mix Kirsch Kohn Bridge Cosmetics Manufacturing and Distribution Selden Fox Credit Unions
Estate, Gift and Trust Planning Santos Postal Debt Collection Agencies Detterbeck Distribution (Housewares, B2B, B2C) Santos Postal Estate and Gift – Estate filings Santos Postal Estate and Gift – Fiduciary returns Estates and Trusts including –High Net Worth Individuals, Wright Ford Young Estate, Gift, and Trust Tax Planning and Compliance Untracht Early Financial Services RINA Food distribution – manufacturers and brokers Gift Card Distribution and distribution with foreign ownership/control and Parent product imported and sold in Detterbeck North America
Manufacturing & Distribution Santos Postal Government Contractors – IT Consultants - $3MM to $150MM Santos Postal Homebuilders - $5MM to $70MM Wright Ford Young Hospitality including –Restaurants and Food Service RINA international tax and winery experience Manufacturers and Distributors including –Construction Products, Aerospace Products, Medical Products, Electrical Components, Wright Ford Young Food Products Selden Fox Manufacturing – Construction supplies Detterbeck Manufacturing (metal stamping, fabrication) Wright Ford Young Mergers and Acquisitions Selden Fox Newspaper Publishing Companies
Nonprofit Professional Service Firms Nonprofit—Social Service Agencies, Trade Associations, Selden Fox Churches, Private schools & Universities Kirsch Kohn Bridge Nonprofit—Religious Organizations Nonprofit—social service and housing; church and large RINA foundations Santos Postal Outdoor Advertising – Billboards and Bus Benches Santos Postal Privately Held Cinema Operators Professional Service Firms—Engineers, Architects, Medical Wright Ford Young Practices, Attorneys, Information Technology Professional services—Architecture, Law, Medicine, Wealth Detterbeck Management)
Real Estate Santos Postal Real estate – Apartment to Condo Conversion Santos Postal Real estate – Commercial Rental properties $5MM to $20MM RINA Real estate – developers and lessors Santos Postal Real estate – Multi-family Rental - $5MM to $20MM Santos Postal Real estate – Private equity Syndications $1MM to $10MM Real estate Developers and Operators—Commercial and Detterbeck Residential Real Estate –Lessors of Residential Real Estate, Lessors of Commercial Real Estate, Developers of Residential Real Estate, Wright Ford Young Developers of Commercial Real Estate Kirsch Kohn Bridge Real Estate Taxation (Planning and Compliance) Jones Kolb Real Estate—Commercial
Jones Kolb Tax-Exempt Organizations (all different types) Tax—high net worth individuals and families tax prep and Teague Marquess planning and corporate tax returns. Santos Postal Telecommunications Towers – Development and Leasing Kirsch Kohn Bridge Tax Controversy and Dispute Representation Untracht Early Family Office Accounting Services – Outsourced CFO and accounting Selden Fox departments
Use this expertise in your own firm marketing… Our Expert Services: Real Estate Non-profit Professional Services For example: Total of more than XX clients across XX locations
The online member directory Your membership The potential for the future • Technical & industry searches • Individual bios & profile pictures • Firm descriptions/experience • Firm logos
Who you Gonna Call?
Who has the expertise? How do you find the experts when you need them? 663 Professional staff 135 Partners & Directors 26 Office locations 19 Member firms In your Area
Group discussion
Group discussion (1 hour) 30 minutes in groups (6 groups) 30 minutes sharing back with the room (5 min per group) • Select a Group Leader • Use the flipchart for discussion • Note summaries on the form
Discussion in groups (1 hour) Questions What expertise do you have in your firm that could help fellow members be more competitive in the marketplace? How would you be willing to communicate and share this expertise among our group? (see checklist of suggestions) What expertise do you not have in your firm that could help make you more competitive in the marketplace?
Individual ‘elevator pitches’ (2 minutes) What would you like your fellow members here today to know about you and your firm?
How can we make use of this intel about our respective areas of expertise?
We need your help to start leveraging this expertise!
How can we make use of this? Please review your takeaways: ü Did you learn something new today? ü Do you have three follow-up or action items to address when you return to your office?
We are here to help you Maxine Brock Clive Bennett Joe Tarasco Nancy Damato International Worldwide CEO North America North America Marketing Area Coordinator Area Marketing Director
Thank You!
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