To make this all come together and make sense under a brand identity that will stand out and be recognized by clients, centers and prospects alike, marketing help is also very beneficial.
Tampa, FL (PRWEB) March 20, 2009
Married for more than a decade, their 62 years of individual experiences in financial services span more than three decades. Now they are joining forces professionally to become powerful ad hoc advocates for brokers who need some outside expert advice. With national reputations, they make their home in Tampa, FL.
Jayne Alford-Melchinger, CFP, CLU, CHFC - Associated General Agent with Capitas Financial, an International Life Brokerage - works with independent insurance brokers, bringing her 30 years of expertise to develop and manage cases offering point-of-sale support.
John Melchinger, ETR - The Marketing Coach® - pioneer in target marketing and branding independent financial advisors, offers 32 years experience and success in private practice marketing of financial services.
These rapidly changing times and unprecedented roiling markets make adapting at the speed of change a critical skill for advisors and providers of retail financial services. Not everyone can do this--thinking and implementing successful transitions--while caring for their unsettled clients and keeping up with the daily changes of the financial world. When pressures cause change, the smallest units change first. Advisors need help.
In the past, advisors called upon immediate help or strategic support as their situation merited. With the speed of decisionmaking and two coaches involved, the advice was often not coordinated and sometimes conflicted. Jayne and John thought this a solvable problem and they are natural at solving it by providing an array of truly experienced financial services marketing, selling and back office support services.
Great client feedback helped shape their new reality. "The fact that you truly offer independent and unbiased advise is critical in times like these. The affluent client is not looking for an advisor with an agenda. In addition, whether we are dealing with planning recommendations or a crisis, you have always responded on a timely manner and offered sound solutions." - AM ChFC® "Jayne has been a valued business advisor to me. Her assistance in working with insurance companies and her business insights and customer expectations have been tremendously valuable to me and my customers." Donald J. Nelsen, CLU, CEBS The idea of a professional partnership formed as an extension of these kinds of reviews and their real life marriage. Jayne and John are naturals and their timing is perfect.
Independent does not mean being alone. Jayne: "Many advisors have only one or two support people and can use well-coordinated back office services, creative case development, connecting the dots in underwriting and even point-of-sale help making and placing a case." John: "To make this all come together and make sense under a brand identity that will stand out and be recognized by clients, centers and prospects alike, marketing help is also very beneficial."
Jayne and John both emphasize that profit is the sole criterion of the enterprise, and they measure an advisor's productivity in terms of profit first because "if you are not profitable and can measure and know it, you will be struggling and perhaps out of business before you know it. It may feel as if the game is survival at this point, but it is really about profits." Jayne and John have each lead many discussions to show advisors why and how to view their businesses in terms of profit, ethics, liability avoidance and just plain fun.
Jayne Alford-Melchinger and John Melchinger insist that the advisors they work with have a choice, continuously, of what level of involvement they may have as ad hoc advisors on a case-by-case basis. Their advisor-clients are always in the driver's seat.
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