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Contact these heads-up folks for more information about market planning and building your competitive edge:

Kirk Lowe, Freedomarketing

Kirk Lowe runs a marketing consulting business, Freedomarketing. They work specifically with financial advisers helping them build their businesses through integrating technology with traditional marketing and communications. Kirk recently wrote an e-book, "Building Your Business In The 21st Century – For Financial advisers", which is available for FREE on the Web site.

"Our services are more than a 'turnkey solution', they're 'chauffeur driven solutions'," says Kirk, "We not only help develop and design, we actually implement your marketing strategies and campaigns for you." Their services include Web design, e-marketing (e-newsletters, e-cards and e-referral campaigns) and marketing consulting. To learn more about these services go to www.freedomarketing.ca or sign up for the monthly e-marketing newsletter 'faFreedom'.

Contact Kirk through his Web site, www.freedomarketing.ca.

John H. Melchinger, The Market Coach™

There are professional speakers who do some consulting, and there's John – an innovative consultant and pioneering financial marketing coach, who conducts some performance workshops. John takes on about one new client a month.

Because coaching is such a personal relationship, every new client he agrees to work with must do three things:

  1. Interview for an hour or more by phone to make sure he or she needs and will accept coaching;

  2. Demonstrate that he or she knows it is time to change and commit to altering some of behaviors; and

  3. Pay a fee to initiate the relationship (earnest money).

Contact John through his Web site, www.melchinger.com.

Carol Frohlinger, Crossell, Inc.

Carol Frohlinger is the founder of Crossell, Inc., (www.crossell.com) a consultancy focused on advancing women in business. Carol is a versatile, results-oriented consultant who has worked with numerous clients to assess organizational strengths and gaps and to identify and solve performance improvement issues. She has considerable experience with job/skill match, setting and measuring performance targets as well as with recommending effective sales and sales management activities and behaviors. Carol is an expert facilitator and has a proven track record in coaching senior executives to improve their sales and sales management results.

Over the last 15 years, Ms. Frohlinger has worked with major companies to identify and solve performance management problems. She has designed and developed effective training courses on negotiation, sales, sales management, leadership, team building, and communications.

Carol has designed and developed many highly effective training courses and brings a broad base of experience to her clients. She is a former sales manager for the Dun and Bradstreet Corporation, a commercial banker with Barclays Bank, and a practicing attorney.

Contact Carol through her Web site, www.crossell.com.

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Ohio National is not affiliated with, nor does it endorse or sponsor, any particular prospecting, marketing or selling system.

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