Marketing Plan on "Business Development and Marketing Strategies"

Quoted Instructions for "Business Development and Marketing Strategies" Assignment:

I need a paper that will describe on how I will develop business for AllianceBernstein.com. I need a strategic plan on how and where I can develop busines and realtionships to perform this job. The expect me to be well connected with CPA*****'s, Law Firms< Bank Presidents and Community Groups. They want a well connected man that will refer people with a value of 3 or 4 million dollars to there financial firm. I have enclosed a job description below. Please use Orlando, FL as your place where I will be developing business from.

Job Description:

Bernstein Global Wealth Management

A Unit of AllianceBernstein L P.

FINANCIAL ADVISOR

One of the top names in private wealth management is seeking Financial Advisors. Bernstein Global Wealth Management, a unit of AllianceBernstein, oversees $100 billion in private capital for families, individuals, foundations and endowments.

Financial Advisor is a critical position: he or she plays the central role in cultivating new clients and advising existing ones. We therefore seek intelligent, well-educated, and seasoned professionals, with a proven record of building relationships based on advice of the highest quality and deep mutual trust.

Before joining Bernstein, most Advisors excelled at developing business, with over ten years of experience on average. While Sales is the ideal background, successful Advisors have also come from accounting, law, consulting, and commercial real estate.

To be a successful, an Advisor must:

*****¢ Build deep relationships with a range of clients

*****¢ Establish credibility as a source of trustworthy advice

*****¢ Excel at building a business

*****¢ Demonstrate excellence at client service

*****¢ Develop a consultative, rather than a transaction-*****, approach toward clients and prospects

*****¢ Cultivate relationships with third party referral sources, e.g., attorneys

The role of the Advisor is to understand the needs of clients and guide them in making proper portfolio allocations. Moreover, Bernstein Advisors, often working in concert with clients*****' other professional advisors, help clients address critical planning issues, such as transferring wealth, giving to charities, and selling a business. This places Advisors at the very core of clients***** investment decision-making and Bernstein experience, guiding them through such issues as the trade-off between current spending and future wealth and the implications of various investment plans.

In building their business, Bernstein Financial Advisors have access to extensive resources. They identify prospective clients primarily through introductions from other clients as well as accountants, attorneys and other professionals. We therefore place a premium on nurturing Advisors***** knowledge and skills throughout their careers:

-All Advisors complete an intensive training program that introduces them to the *****"Bernstein approach*****" and provides the foundation for being an Advisor.

-Training in a broad investment- and planning-based curriculum continues over the ensuing two years. (All Advisors must pass the Series 7, 31, and 66 securities exams.)

-Throughout their careers at Bernstein, Advisors partner with our investment and planning professionals to bring our best thinking to clients***** specific circumstances.

-Advisors report to Managing Directors, whose role is to ensure an Advisor*****s success and can guide Advisors in developing sales strategies, implementing a business plan, cultivating sales and servicing skills, and capitalizing on meetings with clients, professionals, and prospects.

-Each Advisor is supported by a group of highly qualified Private Client Associates who become an extension of the Advisor in handling a significant proportion of routine client inquiries and other logistical matters.

-Our Financial Advisors do not function in the traditional role of brokers by selecting securities. Rather, investment decisions are made by our Investment Policy Groups, who have an outstanding long-term record.

A multi billion dollar financial service organization hiring 10 yr to 25 yr EXPERIENCE CONSULTATIVE SALES individuals through out in the country based in major cities. Candidates should have excellent stability, prior earnings at least 150k, plus EXCELLENT contacts where they reside. An MBA is a plus but not a necessity. Prior sales in the FINANCIAL SERVICE industry would also be a plus but not a necessity. An entrepreneur or sales management experience could be an advantage.

Salary of 150k plus commission. First year potential 200k to 300k. As time progresses, 500k to 1m is a DEFINITE reality.

This is a Bio of the manager i will be interviewing:

BRIAN K. GRAY

Principal - Tampa

Brian Gray is a Principal in the Bernstein*****s Tampa office. Previously, he was a Vice President in the West Palm Beach office from 2000 to 2004. Prior to joining the firm, he spent two years in the Medical Industry. From 1986 ***** 1998 Brian served in the United States Army in various positions which included Platoon Leader, Executive Officer, Company Commander and Operations Officer. He is a Financial Advisor to individuals, families, professionals, trusts, endowments, foundations and retirement plans. He is a graduate of Austin Peay State University and Western Kentucky University. Brian lives in Tampa with his wife Dahnaitha and their three sons.

The position is similar to running your own business yet receiving all the security and benefits of a large organization.

This is a worksheet they havd me fill out.

I believe our accomplishments in life define our character, which in turn shapes our workmanship. My success has established the foundation for the tools I propose throughout my career objective.

As a war veteran I understand the full duty and service to my country and my personal responsibilities. After my years in the Navy and US Army I continued my development and education at SUNY, StonyBrook. During this time I mastered the value of teamwork as a member of the NCAA Division III StonyBrook University Football Team. It was at SUNY that I used the hard earned principles to help me obtain an internship at Royce Investment group in Woodbury, NY. Here I gained the skills necessary in achieving my series 7 license, while learning about the investment industry. I later transferred schools to Florida State University to play NCAA Division I football under the tutelage of Bobby Bowden. Here I established the necessary leadership skills that opened the opportunity to further my internship with the AG Edwards while attending school at Florida State University and earned my Bachelors degree in Social Sciences with and emphasis in Economics and Business. After graduating from FSU I started my career development in the pharmaceutical industry, developing many long term relationships with the physicians and other representatives of my territory. While working I managed to earn my MBA in Organizational behavior from Ashwood University which is a degree in motivating people to work more effectively.

Throughout my military and education years I was able to build multiple relationships with physicians, business owners, C-level hospital administrators and local medical, pharmaceutical sales representatives. It is now, as a medical agent, a member of the Business Buddies, University Club, Pharmaceutical Association of Central Florida Central Florida Psychiatry Association, StonyBrook golf and country club, physician journal clubs, Orlando Tea party and soon Masons of Orlando that I continue that sturdy rapport with new and existing clients and remain to offer them the highest in my company*****s products and services. I am an avid golfer and sports fans as well and belong to the Orlando Magic Monte Cristo club as well. As a representative for *****Alliance Bernstein*****, I will utilize my reputation and skills to best develop larger contracts and greater profits for you and the client.