Maximize Your Time by Maximize Your Time by Leveraging TechnologyLeveraging Technology

Presented by: Nelson SimoesPresented by: Nelson Simoes, BBA, CFP, BBA, CFP

Simple EconomicsSimple Economics

Definition of economics:Definition of economics:– “…“…resources are in finite supply resources are in finite supply

while wants and needs are infinite.”while wants and needs are infinite.”

TIMETIME is our greatest resource is our greatest resource How can we leverage our How can we leverage our

most valuable asset?most valuable asset?

Time ManagementTime Management

•Administration

•Servicing clients

•Office management

•Marketing

•Prospecting

•Business Development

•Meeting with people

Non-Revenue Generating Activities

Revenue Generating Activities

What is Your Time Worth?What is Your Time Worth?

How many hours a week are you How many hours a week are you meetingmeeting

with clients?with clients? 15 meetings * 1 hr = 15 hrs per week15 meetings * 1 hr = 15 hrs per week

How many weeks a year are you working?How many weeks a year are you working? 48 weeks * 15 hrs a week = 720 hrs a year48 weeks * 15 hrs a week = 720 hrs a year

What is your annual income? What is your annual income? $150,000$150,000 Your time is worth:Your time is worth:

$150,000 ÷ 720 = $150,000 ÷ 720 = $208 an hour$208 an hour

Forms of LeverageForms of Leverage

AssistantAssistant Seminars, workshops, Seminars, workshops,

newslettersnewsletters Client appreciation eventsClient appreciation events Client management programsClient management programs BlackberryBlackberry Video Commercial/PodcastVideo Commercial/Podcast WebsiteWebsite

Internet StatisticsInternet Statistics

% of world population on-line:% of world population on-line: 71%71%

% of businesses with a website:% of businesses with a website:

21%21% This is a huge gap…and a huge This is a huge gap…and a huge

opportunity for you!opportunity for you!

Leveraging a Leveraging a WebsiteWebsite

Must lead people to it!Must lead people to it! Helps build: credibility, Helps build: credibility,

professionalism and professionalism and trusttrust Tells them:Tells them:

– Who you areWho you are– What you doWhat you do– Services you providesServices you provides

Generates leads and referralsGenerates leads and referrals 24/7 presence24/7 presence

My Web Statistics…My Web Statistics…

In two years:In two years:– Over 6,900 page viewsOver 6,900 page views– Over 218 on-line referralsOver 218 on-line referrals

Rate of return on investment…?Rate of return on investment…?

Over 1700%!Over 1700%!

Website Do’sWebsite Do’s

It should reflect who you are and It should reflect who you are and attract your target marketattract your target market

Look professionalLook professional InformativeInformative Easy to review and user-friendlyEasy to review and user-friendly Add valueAdd value Updated regularlyUpdated regularly CompliantCompliant

Website Don’ts Website Don’ts

Have too much wordingHave too much wording Not be too elaborate or overly Not be too elaborate or overly

simplisticsimplistic

Benefits of TechnologyBenefits of Technology

Maximize time (revenue)Maximize time (revenue) Effective and efficientEffective and efficient Streamline your businessStreamline your business Reliable and dependableReliable and dependable ProfessionalProfessional

Maximize Your Time by Maximize Your Time by Leveraging TechnologyLeveraging Technology

Invest in your businessInvest in your business

Questions?Questions?

Thank youThank you