56

151 Quick Ideas to Increase Sales

40

Identify the Most Efficient

Strategic Approach Ideas

Developing marketing programs that help achieve multiple

goals or objectives at the same time increases synergy.

A fee-only financial planner was in a situation where she

needed more clients to round out her practice. She didn’t want to
spend a lot of time and money in marketing and sales, as she felt
it took valuable resources away from her work on behalf of her
clients. What she did want was to:

u

Acquire a few more quality clients.

u

Increase customer referrals.

u

Leverage her interest and involvement in commu-
nity projects.

How do you eat an elephant (goal)? One bite (objective)

at a time!

Epilogue

Epilogue

Epilogue

Epilogue

Epilogue

1. Retain at least 80 percent of existing customers

at current rates.

2. Acquire a minimum of 25 new annual subscribers,

each quarter.

3. Acquire a minimum of 20 new month-to-month

subscribers, each month.