رقصة إبداعية لطالبات أستاذة لبنى المناعي

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رقصة إبداعية لطالبات أستاذة لبنى المناعي

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GENESIS CAPITAL ADVISORS, INC. INTEGRATED BRAND STRATEGY | CREATIVE DIRECTION B2B STRATEGY CREATIVE DIRECTION Recent changes in legal and regulatory requirements are making it difficult for small financial planning firms and sole proprietors to compete in today’s marketplace especially since the regulations as well as the auditors increasingly favor larger firms. Genesis Advisors wants to grow its firm by attracting independent financial advisors helping them make more money. The goal is to add 5 new employees/independent contractors per year for the next decade. Genesis will offer top performers equity positions like a law firm; Associates, Junior Partners and Senior Partners. B2B TARGET AUDIENCE Financial Planners 5 years experience $20 – $30 million under management $200 - $300k annual revenue $50k in regulatory expenses 1 employee Renting office space Target Geographic Regions New England Massachusetts Rhode Island New Hampshire Southern Maine Genesis affiliate Support Client Service Fast Fund Survey/Financial DNA Client Portal https://www.grendelonline.com/ Portfolio Management Genesis Branded Funds Legal and Regulatory Marketing Brand Recognition Professional Website Internet Marketing Marketing Collateral Drip Marketing B2b interactive Wordpress Platform Content Management System (CMS) B2B WEBSITE MAP Internet Marketing Constant Contact Buy list of Independent Financial Advisors Develop Email Campaign Build landing pages for campaign Unique Phone # http://public.ifbyphone.com/ Unique URL Manage Prospect Database DIRECT RESPONSE Direct Mail Develop Direct Mail Campaign Support Email Campaign Build landing pages for campaign Manage Prospect Database Branding Sales Collateral Create brand image and essence Sales leave behind Re-enforce key differentiators B2C STRATEGY CREATIVE DIRECTION Consumers mistrust large financial institutions since the recession of 2007. According to FT Advisor, “Financial institutions will face a backlash from consumers unless they radically change the way they operate”. This creates an immediate opportunity for Genesis Advisors to meet the needs of disenchanted consumers with their transparent and tailored approach. RETIRED PERSONS • $1M in accumulated retirement saving and other investments • Dual-income professional family • $200k+ gross income • $100k+ to invest • Kids past college phase • Focused on retirement • Minimal debt • Dual-income professional family • $200k+ gross income • $100k+ to invest • Kids past college phase • Focused on retirement • Minimal debt UPPER MIDDLE INCOME FIRST STAGE AFFLUENT Consumer needs and desires can be understood and even anticipated based on their life stages, but the financial strategies and tactics available to them vary according to their affluence level. Acxiom has identified 12 consumer segments which reflect this interco

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