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Eric Lauzon, Regional Vice-President, Eastern Canada Assante Advisors:

Eric Lauzon, Regional Vice-President, Eastern Canada Assante Advisors: Keith Donoghue and Sam El-Chaer. Prospecting Success: Active vs. Passive Marketing. Marketing vs. Prospecting. Prospecting Best Practices. Marketing:

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Eric Lauzon, Regional Vice-President, Eastern Canada Assante Advisors:

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  1. Eric Lauzon, Regional Vice-President, Eastern Canada Assante Advisors: Keith Donoghue and Sam El-Chaer Prospecting Success: Active vs. Passive Marketing

  2. Marketing vs. Prospecting Prospecting Best Practices • Marketing: • The commercial processes involved in promoting, selling and distributing a product or service. Most companies have a manager in charge of marketing. • Sell: • a. To bring about or encourage sales of; promote: Good publicity sold the product. • b. To cause to be accepted; advocate successfully: We sold the proposal to the school committee. • Prospect: • To search for or explore (a region) for mineral deposits or oil.

  3. Prospecting Strategies & Success Stories • Keith Donoghue • St-Laurent, QC • 20 years experience • 47% AUA last three years • Average $4M net sales per year • Sam El-Chaer • St-Laurent, QC • 13 years experience • 150% increase AUA last five years • Average $4.6M net sales per year

  4. Prospecting Best Practices Marketing ROI and ROA 2. Ads in niche publication 3. Targeted mailings from database 5. Meetings with Niche COI 4. Targeted seminar 6.Telemarketing Niche + + + + + 1. Ads Investment of time & money Return on activity 6. 5. 4. 3. 2. 1. Number of activities

  5. Top 50 net sales of 2012 Marketers, Large (75+) books (9/13)

  6. Top 50 net sales of 2012 Marketers, Medium books (9/22)

  7. Top 50 net sales of 2012 Marketers, Small (<30) books (5/15)

  8. Thank you For advisor use only Assante Wealth Management’s advisory services are offered through Assante Financial Management Ltd., Assante Capital Management Ltd. and Assante Estate and Insurance Services Inc. Assante Estate and Insurance Services Inc. is owned by Assante Financial Management Ltd. and Assante Wealth Management (Canada) Ltd. ®The Assante symbol and Assante Wealth Management are registered trademarks of CI Investments Inc., used under licence.

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