Financial Planning

Financial PlanningCallie Dziurgot, Beau Swinford, Ken Clancy, JeRid McCormick, Saloni MishraJuly 30, 2015 Case Study 2015

Generation Y

Generation Y Survey355 Generation Y took the survey

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How to Attract Generation Y Customers4

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Communication Tools 5

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6

Facebook

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DateNameAddressCity, state, zipSubject: Keep your 401(k) on trackDear :401(k) plan sponsors are like train conducts-their jobs are to ensure a positive experience for their passengers through skillful operation and diligent oversight. But both face hazards.Let us help you keep your 401(k) running smoothly. Start by downloading our free whitepaper- Is your 401(k) really doing okay? at www.countryretirementplans.com. It discusses five areas that can derail your plan:InvestmentsPlan designCompliancePlan administrationParticipant communicationWhile youre on our website, take a look at how COUNTRY Financial can help you optimize your 401(k). Then give me a call at (number) to learn more.Sincerely, Subject: Its never too early to start on your 401(k)Dear [client]:Have you started planning for your retirement years yet? Are you informed on the different kinds of 401(k) plans? COUNTRY Financial is here to help:Visit our website: www.countryretirementplans.com to learn about different plans.Check out our company values and how we can fit into your lifestyle.Give us a call at 309-000-0000 when youre ready to start planning for your future.

Sincerely, [name]COUNTRY Financial RepresentativeOffice Location309-000-0000LinkedIn WebsiteFacebook link

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Mobile Related Marketing Materials844% choose Pandora, according to Edison Research

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College Campus9

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What Will Happen During the Meeting10

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Planning Station 11ProsImprovements

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Competitors My focus was initially on sales, but I switched my mindset to have a relationship with my clients- and it has paid off.

When millennials dont want to buy products, my rebuttal is my knowledge.

I tell them instead, just hear what I have to say and take information home with you for when you do need it in the future.

-Northwestern Mutual Rep

How to Keep Them As a Customer13

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App14

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15Thank you!

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