Ideas for your 2013 business planning

So we've provided you the template for a calendar of events to input into your 2013 business planning.

There's even a short YouTube posting:

http://www.youtube.com/watch?v=SbbQzW-flB4

Apologies for the angle we filmed that on!!!

But what are the events that you might consider?

Here's a few that we'll investigate individually for you over the following weeks but as a starter.

Ideas For 2013

1) Accountant / COI engagement : thank you event or kick start to new referral sources / or the year : take on a more social angle but highlighting the importance of the relationship and collaboration


2) Accountant / COI education session : use a business succession lawyer and educate on small business issues and case studies / add a claims case study : now you've got them thinking!

3) Client night: value add with speakers / topics that your top clients will find engaging : ask them to bring a friend : tie it into building their networks as well

4) Client communications : create an integrated communication campaign : incorporating all modes of communication: direct mail / flyers / social media : yes you might start listening via social networks : answer topical issues : create awareness : fulfil a need

5) Engage your trusted providers/suppliers for collaboration on client opportunity identification ie: work on files together and get the best outcome for your clients : that may not always be your number one provider so you have to trust whomever you collaborate with to give you honest assessments! Examples: look at specific subsets eg: SMSF and design ways to get more of these clients etc etc.

6) Use tele-underwriting and save up to 4 hours per application (get a day back a week!)
Look at group insurance opportunities in your client base

7) Look at adding a direct insurance offer on your website

8) Meet and spend time with your suppliers/product providers : do they run in house sessions where you can meet, engage and interact with your providers : do they have special events to engage : the more they know about your business the more creative suggestions and help you will / should get.......so share your 2013 vision and watch people line up to make it a reality for you.

We'll investigate each of these for you over the coming weeks.