Hoyter Financial Financial Advisor G. Brad Hoyt, CFS, ChCF, MSF - - PowerPoint PPT Presentation

Business Plan Hoyter Financial

Financial Advisor

• G. Brad Hoyt, CFS, ChCF, MSF

Building Your Business- Plan and Goals

G. . Br Brad ad Hoyt yt, , CF CFS, , Ch ChCf Cf

Financial Advisors

Specific Goals Measurable Goals Pro-active Action

• riented

Realistic Expectations Time consumed

• Making

the most

• f time

S M A R T

BUSINESS GOALS

• How much money do you want to make?
• How do you expect to reach monetary goals?
• What are your professional goals (right now)
• Weekly goals-How many prospects per week?
• What is your expected revenue – 1st year?
• Where will you find Quality Leads?
• Where differentiates you from other Advisors?

Specific target Markets

Previous Employment

Who do you know that-------

• Who attended program or classes with you?
• Who recently changed employers?
• What previous clients do you have?
• Who do you know who previously lost a job?
• Who recently started or sold a business?
• Who has built up a successful business?
• What former colleagues work somewhere

else?

Life Events Every day Occurrences----------

• Who do you know that is engaged?
• Who do you know who was recently Married?
• Who do you know who is pregnant?
• Who has recently retired, or about to?
• Who has recently moved?
• Has anyone you know inherited money?
• Who may be caring for an aging parent?

Civic Lead Possibilities

• People who Sponsor Charitable Events
• People involved with a Charitable Group
• City chamber of Commerce Member
• Oakland County Schools (403b) Opportunities

Organizations and Associations

Who do you know in these?

• Religious Organizations
• College Alumni Associations
• Professional (known) Organizations
• Political Associations
• Special Interest Groups

Possible Commercial Leads

Who do you know involved with-

• Local Grocery, Party Stores
• Owns/Operates Favorite Restaurants
• Landscapers, Lawn-Sprinkler Owners
• Home Workers (remodeling, specialty

Services)

• Big 3 (auto) Company Friends/Associates
• Business Owners

Women’s Markets

• Works in an Office
• Works in a School
• Works in a Professional Line of Business
• Works in a Public Service Capacity
• Owns a Business
• Has Kids (College Savings Needs)
• Well-To-Do Friends and Neighbors

Social Networks

• Plays on Sports Team with You or Family
• Parents and Friends of your Child/ or You
• Have done Business with/Traveled with
• Would Invite/Be Invited to Large Party or

Function

Business Professions

• Small Business Owners
• Attorneys
• Doctors/Physicians
• K-12 Teachers (403b Opportunities)
• Skilled Workers
• Engineers
• General Business Owners/Co-Owners

Marketing Tools Available

• Fact Finder Worksheet/Questionnaire
• Natural Market Seminar
• Client-Link
• eRelationship Software
• aAds and Seminars

Mapping Financial Future

• Define Goals-Identify and Prioritize Goals
• Gather Information-Collect Facts and Figures

Based on Current Situation

• Assess Options-Various Strategies to Use
• Design a Solution-Choose Financial Strategies

that Work for You and Your Family

• Implement Strategy ASAP-Savings
• Review-Regularity Review Progress/Adjust

Hoyter Financial

• G. Brad Hoyt (Advisor)-Natural Markets

GBH Natural Market

Family

• Mother (Lois)
• Brother (Greg-Chris)
• In-Laws (Jeff, Janie, Scott, Brad, Glenn, John)
• Cousins (Chris, Joanne, Lori, Carole)

GBH Natural Market

friends

• Kevin V
• Chris D
• Kenny R
• Ramon S
• Thomas S
• Gary R
• Kris W
• Kevin F

GBH Natural Market

Business Contacts

• Ken K (Investwise)
• Thomas S (Detroit Edison)
• Andy C (Personal Business)
• Kevin V (Amgen)
• Pat P (Freedom One)
• Steve O (Touchstone)
• Mike D (Xerox)
• Lisa L (Investwise)

GBH Natural Market

Family Acquaintances

• Cindy S (Mom’s Neighbor)
• Neighbors (Waterstone)
• Former Co-Workers
• High-School Friends (Facebook)
• College Associates (Facebook & LinkedIn)

GBH Natural Market

Special Interest Groups

• Rainbow Connection (Rochester)
• Evening Book Group (Tuesday Nights)
• Certified Fund Specialists
• Addiction & Recovery (AA-Pontiac)
• Addiction & Recovery (Al-Anon)
• Child Welfare (Pontiac)
• Animal Rights and Wildlife (ASCPA) (PETA)
• Business and Consumers

GBH Natural Market

Charitable Groups

• Saint Jude Hospital
• UNICEF
• Toys for Tots
• Feed the Children
• Alcoholics Anonymous
• Habitat for Humanity (MI-Southfield)
• Goodwill
• Salvation Army

GBH Natural Market

Community Groups

• Older Persons Community (OPC-Rochester)
• Oakland County Schools (Other Districts)
• Rainbow Connection (Rochester)
• YMCA (Various Locations)
• Cities-Chamber of Commerce
• Oakland Michigan Community (Auburn Hills)
• ResQ 4 Paws (Ortonville)
• Michigan Works (Oxford)

GBH Natural Market

Religious Groups

• New Beginnings Baptist Church (Oxford)
• University Presbyterian Church (Rochester)
• Trinity Lutheran Church (Clarkston)
• Calvary Lutheran Church (Clarkston)
• First Assembly of God (Rochester)
• MI Christian Singles Group (Troy, Auburn Hills)
• St. Dan’s Baptist Church (Clarkston)

• G. Brad Hoyt, CFS

AXA Financial Advisors

Networking Tools

• Former Colleagues
• Friends/Neighbors- Word of Mouth
• Business Associates
• LinkedIn- Online Business Community
• Walsh College-Oakland University-Alumni
• Fast Pitch (Internet Networking)

Specific demographics of the Population

• Seniors (ages 55-70)- Long-Term Care

Insurance

• Young to Middle-Aged Parents- Life Insurance,

529 Plans, IRA’s (Conventional and Roth)

• Schools (Mainly K-12)- Focus on 403b Plans
• All Demographics- All Products Offered By AXA

can be Considered-

GBH Initial Target Markets

• Family (Mother, Brother, In-Laws)
• Friends (Previously Mentioned)
• School Districts (403b Plans)- K-12 Target
• Natural Markets (Networking, Prospecting
• Business Market (401k Plans, 529 Plans, Group

Insurance

• Singles Need Market (Pension & College Planning, Life

Insurance, Long-Term Care, Term Life Insurance)

• Capital Intensive (Seminars, Mass Mailings,

Advertising)

• G. Brad Hoyt, CFS

AXA Financial Advisor

• Obtain Series 7 Finra Silence
• Obtain Series Finra 66/63
• Obtain Insurance Licenses (Life & Insurance)
• PEP Phase 1-Full-Time
• Training Procedures
• Paid Training (discussion)
• Genuine Desire to Help ALL Clients
• Design Plans Specifically for Individual or Entity