ATAA Membership Growth Extract from Report to the National Board

Graham Parker (26 January 2016)

Ordered List of Ideas (red = low hanging fruit)
1 Welcoming new members and visitors
1.1
Buddy system
1.2
Written guidelines on how to meet and greet
1.3
Printed welcome pack
1.3.1
Includes letter from the President
2 Promotion
2.1
Advertising:
2.1.1
Local paper
2.1.2
Community notice boards
2.1.3
State paper, National paper
2.1.4
Meetup
2.1.5
Radio, community radio, community TV
2.1.6
Cross-promotion with conference
2.1.7
Platform websites e.g. CMC
2.1.8
Gumtree
2.1.9
Investor mags
2.2
Much better use of social media
2.3
Supply members with business cards (chapter-specific)
2.4
Run own Traders Expo
2.5
Videos on TA/trading on YouTube
2.6
Get more promotional opportunities e.g. mentions by high-profile commentators
such as Marcus Padley
2.7
Get visibility in the ASX game
2.8
Promote at ASX investor hour
2.9
Resurrect TA articles in newspaper
2.10 TA newsletter targeting industry: brokers, educators with short articles containing
TA news and some exposure to benefits and techniques
3 Recruiting
3.1
Advocacy, bring a friend
3.2
Phone call to people who inquired and visitors
3.3
Tertiary students
3.3.1
Foster relationship with TA lecturers
3.3.2
Tyrones plan
3.3.3
Free membership for students
3.3.4
Form sub-branch at universities
3.4
Free for women
3.5
1, 2 or 3 free visits
3.6
Spotters fee (discount on membership)
3.7
Market to brokers to get their clients
3.8
Recruit remote clients (see member services)
4 Retention
4.1
Call members who have not renewed
4.2
Monthly direct debit
5 Interaction between members
5.1
Mentor system
5.2
Trading discussion groups e.g. Saturday afternoon
5.3
Discussion by webinar/forum
5.4
Beginner SIG, CFD SIG, others that can come and go
5.5
Free drinks
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5.6
5.7
5.8
5.9

Hold a TA book club

Network social events e.g. BBQ
Dinner change seats several times
Photos and bio on website

6 Learning
6.1
Beginner level discussion groups
6.2
Advanced level discussion groups
6.3
Reinstate formal education
6.4
A comprehensive course from beginner to expert
7 Resources
7.1
Reinstate the ATAA journal, printed
7.2
Reinstate the IFTA journal, printed
7.3
More additions to and promotion of the DVD library
7.4
Extensive links on website to external sources
8 Member Services Presentations
8.1
Cut the sales pitch and borderline financial advice
8.2
Interviews with members
8.3
Panel discussions on important topics
8.4
A short talk by a trader each month on one aspect of technical analysis
8.5
Video all meetings on website
9 Member services other
9.1
Reviews software, data, etc
9.2
Bulk purchasing hardware, software, data
9.3
SMSF education
9.4
Run a trading game or group portfolio
9.5
Protection from unscrupulous operators
9.6
Provide for remote clients, making it worthwhile for them to be members even if
they cant attend meetings, by:
Website
recorded meetings
DVD library
Web discussions
email buddy
online videos
section in newsletter
discounts
10
10.1
10.2

Other
Polo-neck shirts
Create other sources of income than membership fee

11 Investigations
11.1 Determine how we can have points of differentiation from Internet, Meetup
11.2 How to involve industry employees more
11.3 How to target company and institutional treasurers
11.4 Identify potential market segments
11.5 Develop a full marketing plan
11.6 Compare notes with other IFTA member countries, and non-IFTA TA orgs
11.7 Compare chapter performance and learn
11.8 Analyse drop-off stats by chapter, time of year, reason
12
12.1
12.2
12.3
12.4
12.5

Information Gathering
Meeting exit questionnaire
Ask non attendees why
Quickie survey ask for suggestions
Full survey
Questionnaire for visitors

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