Leveraging Membership & Creating Opportunities Presented by: - - PowerPoint PPT Presentation

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Leveraging Membership & Creating Opportunities

Presented by:

Maxine Brock and Nancy Damato Thursday, May 19, 2016

www.mintalliance.com

Leveraging Membership

Your

You and your firm can use the collective resources of MGI NA member firms and worldwide connections to gain a competitive advantage in your marketplace.

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Gaining a competitive advantage in your marketplace

Leveraging expertise & sharing resources Leveraging membership in your firm marketing

Leveraging membership in your firm marketing (quick recap)

Your firm marketing

Promote your membership and what this means to your clients and markets in your firm marketing

Your firm marketing

Your membership

Use the resources available!

• Corporate Identity Manual
• Logos, Tools & Templates

www.mgiworld.com Member Area

Your firm marketing

How to use MGI Worldwide to enhance your firms marketing

• Marketing Webinar
• Member firm examples
• Support

www.mgiworld.com Meetings > Webinars

Your membership

Your firm marketing

Your membership

Deadline

Your firm marketing

Promote your collective experience in a wide range of industries, niches and service lines through your MGI Worldwide membership.

Leveraging expertise & sharing resources

Leveraging expertise

Why is this important? What expertise do we have? Who has the expertise? How can we make use of it?

Why is this important?

For you Your Firm Our group

Your Fellow MGI Worldwide Members

Create Opportunities

Why is this important?

Allows you to remain an independent firm and be able to compete effectively with National, Regional and large local firms.

Leveraging expertise among our group could help generate additional referral opportunity

Survey of Professional service firms in the US and where the majority of non-client referrals can come from

Collective expertise!

Think beyond what your firm can do!

Positioning Statement: Consider promoting yourself as a National firm with International Resources vs. a local firm, as appropriate to the audience.

What expertise do we have?

What collective expertise do we have?

Your membership

Use the member mailshot system in the Member Area

Identify members with the expertise you seek, sort by Area or Worldwide

The online member directory

Your membership

The potential for the future

• Technical & industry searches
• Individual bios & profile pictures
• Firm descriptions/experience
• Firm logos

Your membership

How you can use your expertise to make your firm MORE COMPETITIVE!

How you can better communicate your expertise to fellow members

• Draft a short article
• Draft a white paper
• Host a webinar
• Try a member video

We are here to help you!

Meet with us during this conference to create your

• wn two-minute video to

discuss your expertise!

Your membership

Establish a Practice Group

What expertise do we have?

Survey Results:

Kirsch Kohn Bridge Aerospace Manufacturing Untracht Early Alternative Investments Untracht Early Asset management Teague Marquess Audit—non-public law firms, NFP senior living, manufacturing (hydraulic cylinders, honey for wholesale, cardboard boxes), limited scope employee benefit plans and other service businesses. Santos Postal Cemetery Trust audits Wright Ford Young Construction including –HVAC, Electrical, Painting, Ready Mix Kirsch Kohn Bridge Cosmetics Manufacturing and Distribution Selden Fox Credit Unions

Estate, Gift and Trust Planning

Santos Postal Debt Collection Agencies Detterbeck Distribution (Housewares, B2B, B2C) Santos Postal Estate and Gift – Estate filings Santos Postal Estate and Gift – Fiduciary returns Wright Ford Young Estates and Trusts including –High Net Worth Individuals, Estate, Gift, and Trust Tax Planning and Compliance Untracht Early Financial Services RINA Food distribution – manufacturers and brokers Detterbeck Gift Card Distribution and distribution with foreign

• wnership/control and Parent product imported and sold in

North America

Santos Postal Government Contractors – IT Consultants - $3MM to $150MM Santos Postal Homebuilders - $5MM to $70MM Wright Ford Young Hospitality including –Restaurants and Food Service RINA international tax and winery experience Wright Ford Young Manufacturers and Distributors including –Construction Products, Aerospace Products, Medical Products, Electrical Components, Food Products Selden Fox Manufacturing – Construction supplies Detterbeck Manufacturing (metal stamping, fabrication) Wright Ford Young Mergers and Acquisitions Selden Fox Newspaper Publishing Companies

Manufacturing & Distribution

Nonprofit Professional Service Firms

Selden Fox Nonprofit—Social Service Agencies, Trade Associations, Churches, Private schools & Universities Kirsch Kohn Bridge Nonprofit—Religious Organizations RINA Nonprofit—social service and housing; church and large foundations Santos Postal Outdoor Advertising – Billboards and Bus Benches Santos Postal Privately Held Cinema Operators Wright Ford Young Professional Service Firms—Engineers, Architects, Medical Practices, Attorneys, Information Technology Detterbeck Professional services—Architecture, Law, Medicine, Wealth Management)

Real Estate

Santos Postal Real estate – Apartment to Condo Conversion Santos Postal Real estate – Commercial Rental properties $5MM to $20MM RINA Real estate – developers and lessors Santos Postal Real estate – Multi-family Rental - $5MM to $20MM Santos Postal Real estate – Private equity Syndications $1MM to $10MM Detterbeck Real estate Developers and Operators—Commercial and Residential Wright Ford Young Real Estate –Lessors of Residential Real Estate, Lessors of Commercial Real Estate, Developers of Residential Real Estate, Developers of Commercial Real Estate Kirsch Kohn Bridge Real Estate Taxation (Planning and Compliance) Jones Kolb Real Estate—Commercial

Jones Kolb Tax-Exempt Organizations (all different types) Teague Marquess Tax—high net worth individuals and families tax prep and planning and corporate tax returns. Santos Postal Telecommunications Towers – Development and Leasing Kirsch Kohn Bridge Tax Controversy and Dispute Representation Untracht Early Family Office Selden Fox Accounting Services – Outsourced CFO and accounting departments

Use this expertise in your own firm marketing…

For example: Total of more than XX clients across XX locations

Our Expert Services: Real Estate Non-profit Professional Services

The online member directory

Your membership

The potential for the future

• Technical & industry searches
• Individual bios & profile pictures
• Firm descriptions/experience
• Firm logos

Who you Gonna Call?

Who has the expertise? How do you find the experts when you need them?

663 Professional staff 135 Partners & Directors 26 Office locations 19 Member firms In your Area

Group discussion

Group discussion (1 hour)

30 minutes in groups (6 groups) 30 minutes sharing back with the room (5 min per group)

• Select a Group Leader
• Use the flipchart for discussion
• Note summaries on the form

Discussion in groups (1 hour)

Questions

What expertise do you have in your firm that could help fellow members be more competitive in the marketplace? How would you be willing to communicate and share this expertise among our group? (see checklist of suggestions) What expertise do you not have in your firm that could help make you more competitive in the marketplace?

Individual ‘elevator pitches’ (2 minutes) What would you like your fellow members here today to know about you and your firm?

How can we make use of this intel about our respective areas

• f expertise?

We need your help to start leveraging this expertise!

Please review your takeaways: ü Did you learn something new today? ü Do you have three follow-up or action items to address when you return to your office?

How can we make use of this?

We are here to help you

Joe Tarasco North America Area Coordinator Maxine Brock International Marketing Director Nancy Damato North America Area Marketing Clive Bennett Worldwide CEO

Thank You!