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Community Roundtables

Saturday, June 05, 2010
Q: is there a similar PowerPoint (without the Polls) available that covers the Bus. Advisory Process, Advisapedia tools, etc.?

A: Yes the slides will be available for you to use

Q: What is link for the recordings?

A: A recorded version of the webinar will be made available after the last Community Roundtable 


Sales & Marketing

Saturday, June 05, 2010

Sales & Marketing

Q: How about a "generic" website about RAN ONE business advisors/services for potential clients of RAN ONE members).  Include Information about the value and benefits of engaging with a Bus. Advisor and then a "locator" to find a local Advisors (even if there is an extra charge to members to be listed on the site). 


A: Great idea!  This is something have discussed and are currently looking at developing


Q: Tell me more about the “new” marketing items that were discussed on the webinar, and where I can find them?


A:  Here are the items and where you can find them:


Profit Improvement Potential (ADVISAPEDIA):
Perform a Profit Improvement Potential session. It reviews basic financial info and shows how key modifications can have a huge impact on their bottom line and business value.  Consider customer count, customer defection and acquisition, transaction frequency, or average transactions value—items most business owners are comfortable with and understand.

Available at www.advisapedia.com


Micro Diagnostic (Business Review- ADVISAPEDIA): Many members have used this as a marketing initiative.  It  is a great introduction to the advisory process, simple for any business owner to complete, and the perfect way to start or deepen the discovery process.
Available at
www.advisapedia.com


Personal Goal Assessment (ADVISAPEDIA):  This is a simple but effective way to incorporate the personal side of business and start the advisory cycle.  Define goals that can be aligned with business objectives, then monitor and manage (both), review against profitability (financial and non-financial).  Follow the same steps as listed above for Micro Diagnostic review.
Available at www.advisapedia.com


Professional Wellbeing (ADVISAPEDIA): Professional Wellbeing is a huge issue for all business owners.  So we developed a campaign within Advisapedia that enables you to identify and address the factors that affect wellbeing—in a way that guides them to you for help in improving it.
Available at
www.advisapedia.com

Marketing Template Letters: These template letters were written by Rick Solomon and are a great way to introduce the advisory process to your clients or prospects.  These templates are being used for letters and emails and are great pre-Advisapedia-invitations for the Personal Goals Assessment and Business Diagnostic (review).

Available at http://ranone.com/files/Marketing_Letter_Templates.docx

Business Health Check Services E-Campaigns: These are HTML email campaigns designed around the “Got a Problem Postcards.” 

Available at http://www.ranone.com/Members/ProductUpdates/AdvantageBrochure/AdvBro_problem.asp


Communications

Saturday, June 05, 2010

Q: What are other ways to keep up with RAN ONE?


A: There is a RAN ONE Group on LinkedIn

Available at: http://www.linkedin.com/groups?gid=2013789&trk=myg_ugrp_ovr


A: RAN ONE has a Twitter account to follow

Available at: http://twitter.com/RANONEGlobal


A: Yes, we are looking to evolve the ADVISAPEDIA soapbox area to broaden the “conversations” around the RAN ONE membership.  Currently we definitely encourage the continued use of the existing forums, ADVISAPEDIA soapbox, and the RAN ONE group on LinkedIn.


Q: Tell me again why I should be reading Morning Coffee?


A: This monthly publication contains commentary from Rick Solomon on the industry, the practice, business advisory, RAN ONE, and much, much more.  Here from Mike Celada as he addresses different member inquiries.  Member Services gives great perspective on best practices. Get a healthy dose of marketing ideas or get a good jump start to your month.


Q: Tell me again what’s in events@ONE?


A:  This monthly publication spotlights up and coming events for RAN ONE as well as other notable events by our strategic partners or sponsors.  Register for events directly from this publication or just keep up to date with what’s coming up.


ADVISAPEDIA

Saturday, June 05, 2010

Q: Questions and discussions around ADVISAPEDIA:


A: Questions and discussions around ADVISAPEDIA can be found and participated in the ADVISAPEDIA Soapbox area at www.advisapedia.com


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Your professional wellbeing

The quality of a professional's life is made up of four significant components:

The nature of your WORK
How you relate to PEOPLE
How much MONEY you earn
The quality of your LIFE

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