Burning River Advisory Group
Published on Dec 05, 2015
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PRESENTATION OUTLINE
Burning River Advisory Group
Ed Vargo, CFP, CLU, ChFC, CRPC, AIF
1995
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- Rock and Roll HOF opens
- Starbucks releases the 1st Frappuccino
- Soup Nazi & Johnnie Cochran
- Gangsta's Paradise, Coolio
- Big movies - Toy Story, Braveheart
Photo by GaryRHess
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My Path
- NCB - Manager training program
- Sleepy Hollow GC - Asst. Golf Pro
- AmEx Financial Advisors - Financial Advisor
- New England Securities - FA, FP Director
- BRAG - Entrepreneur/Owner
Founder/Private Wealth Mngr
Ed Vargo
Private Wealth Manager
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Positioning BRAG
Photo by Intersection Consulting
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Photo by Junyu Wang | 王俊煜
Burning River Advisory Group
Ed Vargo, CFP, CLU, ChFC, CRPC, AIF
Today's Financial Advisor
Photo by Financial Times photos
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CRM
Photo by max.favilli
KYC
- 140 client households
- 242 clients
- Children, parents, grandchildren
- All have birthdays, anniversaries
- Likes, dislikes, phone #'s, email addresses, social media
- Goals, risk tolerance
Photo by Joe Shlabotnik
BRAG Needs
- Basic contact info, KYC
- Documentation - CYA
- Staying connected, KYC
- Reach en masse or targeted groups
Photo by Kris Krug
CRM Landscape
- Crowded and confusing
- Screens: company size, needs (contacts, conversations, leads), specialization
- Free to hundreds of dollars per month
Photo by James Cridland
