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Fraternal Intermediate Ron Coen. 2 Mission “ Thrivent Financial for Lutherans is a faith- based...
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Transcript of Fraternal Intermediate Ron Coen. 2 Mission “ Thrivent Financial for Lutherans is a faith- based...
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Mission
“Thrivent Financial for Lutherans is a faith-based membership organization called to improve the quality of life of its members, their families, and their communities by providing unparalleled solutions that focus on financial security, wellness, and caring for others.”
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Working with Churches
Takes a planned approach Be consistent Requires professional follow-
up Knowledge of the church
critical Our natural market
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Church Relationship Manager
How do you become a CRM?
What are the criteria for CRM assignments?
How do the congregations find out who their CRM is?
New process being used in Marketing Pilot
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Expectations for FRs assigned to congregations(Pilot)1.Participate in a Congregational Fraternal
Annual Review (CFAR) with Relationship Support Staff – with follow-up as appropriate (financial based workshops) (or Pastor/congregational visit)
2.Participate in at least one Thrivent sponsored fraternal event that the congregation is involved in. ie. Join Hands Day, a Habitat build, congregational fund raising event etc.
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Expectations for (Pilot) FRs assigned to congregations
3.Participate in one visibility event such as a Coffee Hour, Thrivent Resources Sunday with FR & Coordinators or host financial workshop
4.Participate in direct marketing to the congregation through Fleximail, Teleservices, Mailing invitations to regional/local workshops (retirement Income/ Market Update/other product workshops) or Teleservices enrollment in National Campaigns.
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Church Relationship Manager (cont’d) Responsibilities (non pilot)
Keeper of the Brand Key Contact for Church Leaders, Pastors, etc. Bringing Prospects to Thrivent Membership
Opportunities Church Endowment Program Contact Seminar/Workshop Invitations Home Office Leads Direct Mail Telemarketing
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Church Relationship Manager (cont’d) Expectations (non pilot)
Build & Maintain relationships with Congregational Coordinators
Meet the leadership of the congregation –complete a congregation fact-finder
Submit a written business/marketing plan for each congregation
Marketing plan might include: Fleximail, Telemarketing, Pre-Approach letter to new members, Workshops/Seminars, Coffee Hours, Visibility Events
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Door Openers Pastor Visit Meet with the Congregational
Coordinators or Key Thrivent members w/in cong.
Present Baptismal Medallion Present Confirmation Crosses
Church Visibility FR brochure in Narthex Visit the church and staff Attending church services
GivingPlus™ Fundraiser for School New Expanded Giving
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Pastor Visit
Process Pre-Visit During the visit Delivering the Resource Menu
Importance Opens the door to the church Establishes a positive relationship w/Pastor & Members
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Relationship Enhancers(Church Prospecting/High Visibility Events)
Coffee Hour – Introduce Thrivent Setup with the Congregational
Coordinators Order Coffee Hour in a Box Kit
#WE10565KIT
Thrivent Resources Awareness Event Church leaders highlight the Thrivent
resources used during the last year at a coffee hour or Adult Education Forum:
Care in Congregations™ projects, Care Abounds in Communities ™ projects, Endowment Planning workshops, LTC Workshops, Etc.
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Relationship Enhancers(Church Prospecting/High Visibility Events)
Meeting Leaders of the Key Ministries Meeting Leaders of the Affiliated
Institutions Preschools Childcare Food Banks Etc.
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Relationship Enhancers (Church Prospecting/High Visibility Events)
Simply Giving
Pastors’/Administrative Asst. Lunch
Directory Review/Sponsor Church Directory
New Church Member Welcome Gift
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Simply Giving
Can be used to introduce FR to preschool director (Tuition) & congregation (Giving). Over $9 mil. Transferred monthly Free No Float Handled by 3rd Party Vendor (Vanco
Services, Inc.)
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Relationship Enhancers – (Broad Based Prospecting/High Visibility Events) Attending Chapter/Cong. Coordinator
Training/Recognition Events
Attending Chapter Meetings Occasionally
Synod Assemblies
Community Events
Sponsorship/Advertisement at Events – High School Athletic Posters/Programs
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Synod Assemblies
Provides Visibility Prospects & Appointments. Leave your business cards for referrals when
your shift is over.
Phil Edlund staffed the booth at the SWWA ELCA Synod Assembly. Several people approached the booth while the
assembly was in session. Referred 5 people to John Aakre. John Aakre made appts. for new business.
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Resources
Church Relations Resourceswww.lutheransonline.com/rfo526/frtools
Simply Giving® Regional Website
www.lutheransonline.com/rfo526/fr Phil Edlund: [email protected] Naomi Baker: [email protected]