What can CNCROi.com make for the Financial Industry?
Like Real Estate Agents, another group that’s heavily represented at networking events are people from the financial world, planners through insurance brokers. YES, CNCROi.com can make you stand out too!
What do financial planners and brokers do?
Basically, they help manage or protect your wealth from stocks to property and they generally work on either a retainer, percentage of holdings or a combination of the two. The good ones make money for their clients and keep a percentage of the uptake in value.
An extreme example of how lucrative a very successful financial planner can be would be the ones who represent stars, they keep up to 5% of the proceeds that can easily add-up to millions of yearly income from one client alone in royalties from licensing their likeness to products like tooth brushes through clothing. Others focus on keeping your tax rates low using tax shelters and the like.
Why does the financial industry require CNCROi.com?
Like it or not, I can point-out a person from the financial industry at most networking events from across the room. It’s easy, they generally wear the best looking suits in the room, hang around one another in closed groups and don’t wear name tags!
I know I’m generalizing but you get the point, they are networking to find high net-worth individuals (generally not found at networking events) but already have the suits and mannerisms so they persist. I once attended a networking event in Toronto where literally half the room were from the financial industry!
Like Real Estate Agents, the successful ones STAND OUT and realize that you need to spend money to make money.
What CNCROi.com can do for the financial industry
Finances is very much a dog eat dog world, you are only as good as your last trade and have to live off residual income as assets are very easily transferable to the next guy or gal who convinces a high net worth individual to flip to them.
There is a percentage of bleed each year from poaching which must be replaced in order to maintain a respectable livelihood and being part of a bank or large institution is still no guarantee of success. It comes down to results and your own personal branding as they jump from one company to the next, representing their services.
The successful financial types stand-out beyond the suit. You talk to them and immediately, you realize how knowledgeable they really are about what they do. I enjoy meeting-up with financial planners at networking events because it’s basically a free consultation that would have otherwise cost me money to be educated about! Of course, knowledge goes both ways so I open their eyes at the possibilities we can offer them as well.
Although we’ve been known to spice-up offices with large quotes out of wood and acrylic and promotional Corian wall plaques, we’ve also helped some financial types with broadening their image so that they stand-out.
From stainless steel business cards (only give to GOOD clients, the rest get traditional paper) to custom gifts to celebrate a huge milestone with a client, these small things add value in the way of appreciation and put you right back in the client’s mind when ever they get them.
Celebrate Success!
Part of being successful in business and with clients is celebrating success or important milestones, with our clients, there is always something in my pocket or coming in the mail for them to put CNCROi.com back into their mind. Whatever you do, don’t send a pen in the mail unless it’s a custom engraved Montblanc! (yes, we do that!)
Successful people know that branding is an ongoing effort, it’s a combination of producing real results, reviewing things that don’t go to plan and always improving. You don’t always succeed but when you do, make it stand-out more than the failures!
If you are running a successful insurance brokerage and one of your employees has just hit their 100th client, don’t give them a paper wall plaque saying “congrats!”, show them something more worthy of their accomplishment that they will keep even if they move to another brokerage or start their own. Maybe you don’t have money to fly them and their family to Paris for a week but if they are an avid fisherman, let’s make that wall plaque in the shape of a fish using hardwood and stick their picture on it along with their accomplishment!
Appreciation goes both ways!
If you visit a lot of offices, you will begin noticing the “sameness” that they seem to have. You know, those small crystal trophies that are given for employee recognition that even the employees see as being worthless and disposable through to the other small novelty items. As an employer, you cannot afford to give people trinkets to celebrate their successes or milestones at the company!
So, an employee hits a milestone and you celebrate it with a 10$ award that looks like everybody elses award, how much true appreciation and thought went into that? None. I’ve talked to employees and employers throughout my journey here at CNCROi.com and everybody knows they don’t do much for morale. Make things fun in the office, make things interesting and not so predictable and you’ll get miles of motivation in return.
Custom is in your budget!
CNCROi.com works on budgets, you tell us what you want and how much you want to spend and we’ll offer you solutions tailored to it. The possibilities are endless, the budget will dictate the material we can use and how “custom” we can go. From special tokens spread around the office for individual recognition leading-up to a big reward to enhance certain behaviors to functional items like custom cutting boards or wall quotes.
This extends to clients as well – we can help so contact CNCROi.com right now!
