2013MDRTAnnualMeetingeHandoutMaterial

Title:
Digilogue:TheConvergenceofDigitalandAnalogueMarketing

Speaker: AndersSormanNilsson,LLB(Hons)MBA

PresentationDate:
Tuesday,June11,2013
3:305:00p.m.

The Million Dollar Round Table does not guarantee the accuracy of tax and legal matters and is not
liable for errors and omissions. You are urged to check with professionals in your state, province or
country. MDRT also suggests that you consult local insurance regulations pertaining to the use of
visual material with clients.
2013 Million Dollar Round Table

MillionDollarRoundTable
325WestTouhyAve
ParkRidge,IL60068USA

Phone:+1847.692.6378
Fax:+1847.692.4615
Website:www.mdrt.org

Slide 1

Digilogue with Anders Sorman-Nilsson

Digilogue: the convergence of
digital and analogue marketing

a practical session focussed on your

Marketing ROI
create a 1-page Marketing Strategy
Map
combine the best of old school, and
introduce the smartest of new school
marketing

_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
__________

Slide 2

Digilogue with Anders Sorman-Nilsson

Anders Sorman-Nilsson (LLB MBA) is
the founder of Thinque - a strategy
think tank that helps executives and
leaders convert disruptive questions
into proactive, future strategies.
As an Australian-Swedish futurist and
innovation strategist he has helped
executives and leaders on 4
continents map, prepare for, and
strategise for foreseeable and
unpredictable futures.

_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
__________

Slide 3

Executive Summary: Digilogue

1. Everything that can be digitised will be digitised.
2. Dont throw the analogue baby out with the digital
bathwater.
3. Digital attracts. Analogue retains.
4. Digital and analogue ways of marketing are not mutually
exclusive.
5. Smart financial advisers execute Digilogue Marketing
Strategies.
6. Provide value to your clients digital minds, and connect
deeply with their analogue hearts.

_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
__________

Slide 4

_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
__________

Slide 5

What will you get out of Digilogue?

1. How to strategically plan your most important digital &
analogue client touch points on 1 single page to boost
your marketing ROI3 ways to create client loyalty by
providing value to digital minds, and connecting more
effectively with analogue hearts 5 steps to communicate
your analogue expertise and credibility using digilogue
media to boost your RoE

_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
__________

Slide 6

Digital Disruption
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
__________

Slide 7

What key forces are disrupting your industry?

What are the key uncertainties and forces that will shape the future
in predictable and unpredictable ways? Look at variables, trends
and events that impact it.
Think about your question from STEEP perspectives:
Socio-Cultural
Technological
Environmental
Economic
Political

_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
__________

Slide 8

List the Driving Forces

1
2

List Driving Forces

3
4
5
6
7
8
9

eg.
pace of change
new entrants
state of the economy
digitisation
industry consolidation

10

_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
__________

Slide 9

Find the Digilogue Sweetspot in your Marketing

Provide Value
to Digital Minds
Connect Deeply
with Analogue Hearts

_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
__________

Slide 10

Which client touch points can be

digitised?
Which client touch points can never be
digitised?

Ask Yourself...

_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
__________

Slide 11

What are you doing to digitally attract new

clients?
What are you doing to analogue retain current
clients?

Digital v Analogue

_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
__________

Slide 12

Digilogue Strategy

3 Insights

Write down your

3 Key Insights!

_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
__________

Slide 13

Digilogue
Strategy Map

_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
__________

Slide 14

Digilogue
Strategy Map

Future

Digital

Analogue

Present

_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
__________

Slide 15

Digital

Analogue

Future

Present

_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
__________

Slide 16

What are you going to do...?

1.Write Down 3 ways of
providing value to digital
minds
2.Write Down 3 ways of
connecting deeply with
analogue hearts
3.Sign up for the follow-up
Webinar Series

_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
__________