greg powell narha region 5 presentation

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Staying Alive In A Down Economy Greg Powell President/CEO, Wealth Advisor Staying Alive In A Down Economy Presented by:

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Page 1: Greg Powell NARHA Region 5 Presentation

Staying Alive In A Down Economy

Greg PowellPresident/CEO, Wealth Advisor

Staying Alive In A Down Economy

Presented by:

Page 2: Greg Powell NARHA Region 5 Presentation

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Staying Alive In A Down Economy

STATEMENTS

QUESTIONS

Page 3: Greg Powell NARHA Region 5 Presentation

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Staying Alive In A Down Economy

PIQ 

Pictures in

Questions

PIQ 

Pictures in

Questions

Page 4: Greg Powell NARHA Region 5 Presentation

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Staying Alive In A Down Economy

If you couldn’t fail …. What would you do?

Page 5: Greg Powell NARHA Region 5 Presentation

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Staying Alive In A Down Economy

Page 7: Greg Powell NARHA Region 5 Presentation

Staying Alive In A Down Economy

..…..Frustrations

..…..Systems

..…..Anxieties

..…..Confidence

..…..Transition

Page 8: Greg Powell NARHA Region 5 Presentation

Staying Alive In A Down Economy

The process used to significantly

enhance client value.

It is a comprehensive system that involves the following:

O3

Page 9: Greg Powell NARHA Region 5 Presentation

Staying Alive In A Down Economy

Output – getting the word out and marketing in a highly effective manner

On-Time delivery – the client wants something RIGHT now

Opportunity created – recommendations and networking activities

O3

Page 10: Greg Powell NARHA Region 5 Presentation

Greg’s “Must-Do’s”

to serve on a Non-Profit Board

•Wishlist

• Board Communications/ Requirements• Monthly meeting• Conference call• Everyone contributes• Advisory Board• Who do you know?

• Constant Communication• Social Media

• Facebook (free)• Twitter (free)• YouTube (free)

Staying Alive In A Down Economy

(Greg’s “Must-Do’s” cont.)

• Email• eNewsletter• Blog

•Events Strategy• Speaking engagements• Free News Spots• Required Daily List of Contacts

(Spiral Notebook)(So many per day)

• Fundraiser put on by other organizations

• Volunteers/ Committees

Greg’s “Must-Do’s” to serve on a Non-Profit Board

1. Wishlist

2. Board Communications/Requirements

a) Monthly Meeting

b) Conference Call

c) Everyone Contributes

d) Advisory Board

e) Who do you know?

3. Constant Communication

a)Social Media

i. Facebook

ii. Twitter

iii.YouTube

(Greg’s “Must-Do’s” cont.)

• Email

• eNewsletter

• Blog

4. Events Strategy

a) Speaking Engagements

b) Free News Spots

c) Required Daily List of Contacts

(Spiral Notebook)

(So many per day)

d)Fundraiser put on by other organizations

5.Volunteers/ Committees

Page 11: Greg Powell NARHA Region 5 Presentation

Staying Alive In A Down EconomyContact Greg Powell at:

[email protected]

facebook.com/gpowell

linkedin.com/in/gregorypowellwww.fiplanpartners.com

205.989.3498

www.fiplanpartners.com/blog