Join Us for a Free Retirement Workshop in Bartlesville, Okla.

Friday, August 28 at 10:20 AM
Category: Arvest Community News

Is retirement on your mind? We invite you to join us for a free retirement planning workshop at the Arvest branch located at 4225 S.E. Adams Rd. in Bartlesville, Okla.* on Sept. 17, 5 - 8:30 p.m.

This is not your run-of-the-mill "retirement planning" material that simplistically assumes money is the center of your life. This is a robust, holistic approach to constructing a "life plan" that puts YOU in the center of the plan.
"Your Retirement Quest – Live the Life You've Dreamed About" is presented by Alan Spector and Keith Lawrence, authors of “Your Retirement Quest,” and hosted and presented by Arvest Asset Management. 
There is no cost to attend, but space is limited. Please reserve your seat* today. If you need additional information, please call Tana Simsat (918) 337-4309.
We look forward to seeing you Sept. 17!  
Links marked with * go to a third-party site not operated or endorsed by Arvest Bank, an FDIC-insured institution. 

Tags: Bartlesville, Community Support, Oklahoma, Retirement

Arvest to Host QuickBooks Class for Small Businesses in Kansas City

Friday, August 28 at 06:15 AM
Category: Business Banking

Arvest in greater Kansas City will be hosting their third small business banking focused class of the year on Oct. 2, 2015, 11:30 a.m. – 1 p.m. at Central Exchange South located at 6201 College Blvd., Overland Park, Kan. The class, titled “How to Maximize QuickBooks, While Minimizing Headaches” is open to the public and includes a complimentary lunch. Registration* is required.

Speaker Cathy Martin will share tips on how to navigate and maximize QuickBooks programs in order to optimize the capabilities. Cathy founded Purple Martin Advisory in 2010 with a mission to help small business owners achieve their dreams by providing QuickBooks training. Cathy’s breadth of knowledge comes from years of experience in large corporations as well as a stint in public accounting. Her co-ownership of a photography studio for 15 years also gives her unique perspective on the challenges facing small businesses and the importance of a personalized approach. She has served hundreds of organizations across many industries solving problems and helping each to maximize the functionality of QuickBooks so it delivers optimal results for their company.  

Cathy is a CPA and Advanced Certified QuickBooks ProAdvisor. She is also a Certified Kauffman FastTrac facilitator, frequent guest speaker at FastTrac events and a QuickBooks instructor at Johnson County Community College.

We hope you can join us for this informative class!

Links marked with * go to a third-party site not operated or endorsed by Arvest Bank, an FDIC-insured institution.
Tags: Arvest Biz, Business Banking, Community Support, Kansas City

Marketing with Direct Mail

Wednesday, August 26 at 07:15 AM
Category: Business Banking

Using direct mail as part of an overall marketing plan can produce results, but it can also be a waste of precious resources if not done properly. The keys are:

  • Knowing exactly what you want the direct mail to accomplish
  • Using effective materials to produce the desired results 
  • Having a good list 
  • Making sure the mail is processed effectively 
  • Following up, as appropriate 
Direct mail is usually thought of as a way to send large numbers of the same materials to many people as cheaply as possible. In reality it is just like sending a letter without the time consuming tasks of writing, signing, addressing and putting stamps on hundreds or thousands of letters. Direct mail has become a widely used, and in many cases very specialized, way of generating results. 

Your goals should dictate the form of the mail piece
If you consider the direct mail you get, it usually falls into one of three categories. It may try to motivate you to make an immediate purchase, offer you an easy way to get more information or keep the company top of mind. 
Each of these goals usually results in using a different type of written material. Using a written piece to produce an immediate sale is difficult. The offer must almost be over-whelming and the process of buying must be extremely easy. 

Direct mail pieces designed to generate leads usually indicate how the product/service being sold may solve a problem. The postcard from the local furnace repairman offering to clean your furnace may be trying to help you solve a problem you didn't know you had.

Companies that offer relationship-type services often use regular newsletters to build a favorable presence of mind with prospects so the prospect will think of that company when they are ready to make a relationship change decision. 

Have a good list
One of the apparent attractions of direct mail is that it can enable you to reach many new prospects with a purchased list. The problem is many lists are unreliable or outdated. If you are considering buying a list, investigate it thoroughly. Many list vendors offer lists that have been compiled from public information or other lists. Expect that 10- 30 percent of most lists are outdated as people move or die, or their situation changes. 

The more you know about the people most likely to be interested in your product/service, the more you will be able to find the right list or screen a larger list down to your most likely prospects. Let's assume you are trying to generate leads for your relatively high-priced product or service. You may want to consider the following list screening variables – zip codes, home values, estimated income, length of residence and age. Most of this type of information is available from quality list providers. The more specific you get, the fewer people will be on the list and the more you will pay for each name. 

Expect to pay from 10 to 50 cents for each name you buy. Remember even the best materials with an irresistible offer will not produce results if the person receiving the mail can't afford what you are offering. 

Effective mail processing
Implementing a direct mail campaign doesn't always mean hiring a "direct mail house" to do it for you. Many businesses do it themselves. The question of whether to use an outside service is usually based on volume and the internal resources you can devote to the effort. 

If you are considering thousands of multi-part pieces, a direct mail house will probably be able to do it cheaper. They have the mailing equipment and will probably be able to utilize bulk mail postage rates. But, don't let a 15 cent savings in postage (first class compared to bulk rates) be the only factor in making the decision. By the time you consider all the costs – the list, materials, processing and postage – you will probably spend over a dollar per piece on the mailing. If your targets are limited in number and you have the internal resources, handling a direct mail program internally may be the right choice. 

Follow up, follow up, follow up 
Once you send the mail, the most important work begins. 

Before beginning your next direct mail campaign, look at your goals, list and mailing process to help you make a strategic marketing move.

Tags: Arvest Biz, Business Banking

Arvest Bank Hires Charlotte Stratton in Harrison, Ark.

Wednesday, August 26 at 04:25 AM
Category: Arvest Community News

We're happy to have Charlotte Stratton grow her career with us in Harrison, Ark.

YELLVILLE, Ark. — Arvest Bank has hired Charlotte Stratton as a consumer and mortgage lender at the Northside branch in Harrison. Scott Tennyson, Arvest Harrison president, made the announcement today. 

In her new position, Stratton will work closely with Arvest customers to find the best financial products for their needs. Previously she was the commercial closing coordinator at Waco Title Company. 

Tennyson said, “Charlotte will be a great addition to our Harrison team. She has a stellar reputation for excellent customer service and a dedication to this community. I know that she’ll work hard to provide our customers with the services and products they need.”

Stratton, a native of Harrison, holds multiple financing and banking certifications and was a licensed mortgage broker. 

Tags: Arkansas, Associates, North Central Arkansas, Press Release

Friday Financial Forum Aug. 28 in Bartlesville, Okla.

Tuesday, August 25 at 06:05 AM
Category: Arvest Community News

Join us Friday, Aug. 28 at 10 a.m. for our Friday Financial Forum. We will meet at the Friday Forum Room at Arvest's East Side Branch, located at 4225 S.E. Adams Rd. in Bartlesville, Okla*. 

What you can expect at the event:
  • Information: Community leaders share topical, local and state information (Sen. John Ford, Rep. Earl Sears & Rep. Travis Dunlap) 
  • News: "The Scoop" - all about business and community happenings in Bartlesville (Billie Roane, Arvest Bank) 
  • Stock Report & Economic Update: Josh Randolph**, Arvest Asset Management 
  • Hilarious Anecdotes: Jim Bohnsack, Arvest Bank

Each week is different with a few surprises! Come join us for cookies and coffee and hear about what’s going on!

If you have any questions or would like to add someone to the email invitation list, please contact Billie Roane at (918) 337-4358. We look forward to seeing you there!

**Josh Randolph - Oklahoma Insurance License #122041

Links marked with * go to a third-party site not operated or endorsed by Arvest Bank, an FDIC-insured institution. 

Tags: Bartlesville, Community Support, Oklahoma

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