Part One: Intro to Internet
Four Myths


The Bad Element Myth The Gods of Technology Myth The Extinction Myth The Virtual Monolith Myth

"internet filled with crooks and "fringe element" "internet too complex" "internet will replace advisors" "need website to market online"

(all myths are exploded with statistics and education)

Part Two: Marketing Process


1. Creating Awareness 2. Building Trust Proposal The Sale After Sale Client Service

-> Virtual Cocktail Party (use of forums) -> Online Newsletter -> e-Intro Package (effective proposals online) -> Sale!! -> Electronic Touch (mass customize your database)

Sites and Software
"Use the Net to save you time, increase your awareness and automate your research. Link to it with software to increase your client service, "referrability" and time spent in front of clients"

Sites-Advisor Only FA Connect AIM (or other company specific) Advisor.ca

Sites-General Public Fund Library Globefund I-Money The Economist

(specific features are mentioned as to how they can be used in the advisor's business)

Software

ACT-client database
Outlook Express-free email software
Hotsend-free email print driver
Jfax-free fax and voicemail line

Site-less Marketing (customized for audience)

Expansion of Part Two of Net Results for more experienced advisors. Included some specific forum strategies, sample marketing plans and schedules and then focuses on increased, specific and relevant client contract to generate more referrals. Again, outlines drawbacks of website marketing and emphasizes the smooth integration of the internet, technology and email into your current business practices rather than a complete change of procedures.