Business development and marketing strategies

Business Development Strategies as a Financial Advisor for Bernstein Global Wealth Management

One of the key assets that any individual can bring to almost any organization in the increasingly interpersonal and interconnected business world today is an ability to create and maintain extensive networks of social and business relationships. The line between such business and social relationships, in fact, has always been somewhat indistinct, and it has become increasingly blurred in our modern era of near-instant communication capabilities, the increasing ease and affordability of national and international travel, and other technological advances that have greatly extended the reach and importance of social networks in business interactions. Charisma, personality, and the ability to simply bring people together and get them "on board" with new projects, new organizations, and new ways of thinking are hugely beneficial qualities to anyone in any line of business, and much more so for the semi-independent position of Financial Advisor at Bernstein Global Wealth Management as described in your company's literature.

The need for these qualities in the Financial Advisor position is precisely why I feel I would be of tremendous benefit to your company, and why I believe I am an ideal candidate for the available Financial Advisor position. Not only has my background in the military and in Division I-level college football provided me with the leadership and teamwork skills necessary to work in the semi-independent position with an abundant deal of self-directed activity aimed at achieving organizational goals, but my personality, training, experience, and current connections are all assets that can help build new networks for the company.

Specifically, my affiliation with many Orlando- and Central Florida-based professional and social organizations has provided me with extensive links to potential customers and clients for Bernstein Global Wealth Management, and these relationships will be further fostered in a way that will increase the presence of the organization in the greater Orlando-area community and project and image of personal engagement as well as responsive and responsible wealth management. Having already built a solid relationship of trust and mutual respect with many potential clients in the area, the likelihood that many of these relationships can be converted into the establishment of new client relationships with Bernstein -- and with myself as a member of the Bernstein team -- is very high. These relationships will, of course, lead to introductions to future potential clients, in the exponential manner of well-maintained social networks in any sphere.

Maintaining a solid knowledge base, as is rightly required of all advisors at Bernstein Global Wealth Management, has long been a requirement of my own, self-imposed and hugely beneficial in every endeavor I have ever engaged in. At Bernstein, this knowledge base would also be an essential part of my strategy for developing new business as well as strengthening relationships with current clients. In the financial advisor role, especially with a focus on consultation rather than transaction, the main commodity being provided to the client is information, and the completeness and accuracy of this information is essential in maintaining existing client's happiness with the service being provided, and ultimately their continued relationship with the organization.

For this reason, maintaining a current and accurate knowledge of all applicable circumstances, laws, and opportunities will be a top personal priority in my strategy for business development. Being able to provide reliable information in a manner that is both expedient and non-intrusive is key to building solid client relationships, and the more my clients feel that they are being treated with great personal attention, care, and competency the more readily they will recommend and/or introduce me to future clients, thus ensuring the continued viability and development of my client roster and Bernstein's client network. Providing clients with this feeling of personal attention and care through the non-intrusive yet expedient sharing and application of information can only be achieved if it stems from a genuine desire to treat each client in precisely this personal and attentive manner, of course, and the genuine quality and integrity of my client relationships will be a cornerstone of my development plan for Bernstein Global Wealth Management.

In essence, my strategy for development will be to provide the best service possible to every individual client, while also encouraging and maintaining social bonds between myself and my clients, as well as amongst my clients. No amount of charisma or camaraderie will ever be able to compete with pure competency and results over the long-term, of course (though many have definitely experienced short-term success with such an approach), but the combination of results with camaraderie is far more powerful than results alone. Development requires nurturing, and that is precisely what I do within my social networks now and what I would continue to do on a professional basis as a Financial Advisor at Bernstein.