Watch the promotional video that was loaded on the DVD player inside the coffin box. Imagine the response we received from this! Please watch – it will be well worth your time.

What is Genimation™?

The Magic Elixir of a
Successful Marketing “Machine”…

The Elusive Mastery of creative

The lightning and thunder of a
Streamlined Marketing Campaign…

Can you articulate clearly and concisely, in one paragraph or less; one sentence or less, why someone should hire you? Can you distinguish yourself from your competition, and clearly articulate, with ease, the true VALUE of your services? Even if you are heads above these people, which you probably are, ask yourself if your
market knows that.

If not, then you have not discovered your true growth potential and you are missing out on an extraordinary opportunity for increased profits and growth within your business.Discovering what is unique about you, and
finding out what DISTINGUISHES you from your
competition, from your customers point of view,
NOT YOURS, and learning WHY a customer selects you
over your competition is the vortex of what makes
a great idea into reality.


+ Imagination = the birthing of new, innovative
marketing ideas for your company)

Genimation is the process that will allow you and your business to reposition itself, visibly within your targeted market, and heads above your competition. Within this highly intensive, uniquely creative, 6-12 hour expertly facilitated brainstorming session with you and other selected staff members, your personal, multi-layered marketing campaign is discovered and developed. (Select your staff participants from various areas of your company, not just management!!)

You cannot build consistent, effective, marketing and advertising without educating your customers as to what you’re really representing:
…What it is that YOU ARE to your customers…
…that your competitors ARE NOT.




What is so Powerful and Creative
about Genimation:
Unlike other traditional marketing firm approaches, this program utilizes all your best resources (you, your staff, and the Genimation brainstorming process) to create and design a marketing program that is absolutely relative to your specific business growth & target market. Through this process, our expert facilitator will guide you and your team toward uncovering your company’s current growth barriers, marketing opportunities, and business image from the customers’ point of view, and where you want your company to be in the near future. And above all it will outline the strategic, conceptual marketing program vehicle that will get you there!

gen2 So, rather than paying thousands of dollars to a marketing firm to develop a program on their own and return to you, 3-months later, with what they “think” you should be doing in your business, we involve you in the process. You know your business better than anyone, so instead, we “train” you and your staff to cater to your market in a way that will totally reposition you from your customers’ perspective, not yours. By

accessing creative, out-of-the-box strategies, we
will help tap into powerful implementation by using Relationship Marketing techniques, allowing you to begin to experience exponential growth like you’ve never experienced before.Our approach not only involves you in the design of your marketing program and growth strategies, but EDUCATES you and your staff towards the process of repositioning your company for long-term growth and in becoming your own Marketing Geniuses. All of this is executed and synthesized in 45 days.

Imagine Your Entire Staff Moving your Business in
the Same Direction… SIMULTANEOUSLY!

The key to implementing a successful marketing plan is to make sure your entire company “buys into” it, thoroughly understands your growth objectives, and ultimately follows the “program” laid out. Because the session explodes with so much powerful information, the human brain, on an average, can only retain 7%-9% of the words that it hears. Therefore, The Genimation Group  produces a complete audiocassette series of your unique session. This allows you the opportunity to listen to the cassettes and reference the creative ideas produced in the session repetitively, capturing all of the profitable information that you learned. Therefore, this valuable tool should also be used to share your program with other staff members to motivate and educate them on your growth objectives.You will experience “GENIMATION”; a very potent, proven, brainstorming process used to develop an abundance of creative concepts & move you and your team forward in their thought processes very quickly and efficiently. We UNLOCK the depth of knowledge, expertise, skill, history, talent, and success of your staff and business, we articulate it in a very appealing and compelling way and then present it to your targeted market with a highly creative and powerful campaign.

What Do you Get in your
Conceptual Marketing Program:

Six weeks after your full-day brainstorming session you will receive a comprehensive conceptual Executive Summary Report complete with:

  • Outline of all the main powerful concepts and strategies invented within your session.
  • A step-by-step sequence of each marketing strategy, complete with an in-depth explanation of the concept itself and why it should be used in your business.
  • Action step sequence outlining your overall implementation program.
  • Provide you with a “broad brush” step-by-step implementation process so you can understand the necessary resources you will need to implement each conceptual strategy.
  • A listing of your target market & the buying criteria you are trying to match through this program.
  • An outline of the profile of your target market and any subsets that may exist.
  • Samples of extremely successful Unique Selling Propositions for you to use as a template in creating your own U.S.P.
  • Samples of Magic Story compositions being used in the business arena right now that reposition businesses with the customer in mind through Relationship Marketing.
  • A timeline chart that will show you when each of the strategies should be implemented.
  • The opportunity to continue working with the Genimation Team on creating and implementing your marketing campaigns.

Your Targeted Program Results…

Currently, your business services and products are “invisible” to your market. We will show you how to translate what your customers do not know or understand (intangible) about your products or services into clearly defined tangible benefits and
uniqueness (tangible). As a result, your customers/clients can be “trained” to buy from you and comprehend what it is they are purchasing and its true total value.

Create a marketing program that makes doing business with YOUR COMPANY easy, appealing, desirable, and even exciting for your customers!

You will have, at your fingertips, several detailed concepts and techniques outlined for implementation, resulting in potential exponential growth.

You will have the tools to help you impact your marketing investment for acquisition to customer re-marketing, retention, & customer nurturing programs.

You will be able to create a powerful, measurable referral based system that can work like a machine in bringing you new customers.

Gain the necessary knowledge and concepts behind establishing a solid, highly targeted “A” client base, nurture your “B” clients toward becoming “A’s”, while “weeding out” your “C” clients.

Learn HOW and WHY you can charge more than anyone else in your marketplace and simultaneously expand your market share!

Increase results in your advertising effectiveness after implementing the BONUS appendix on “Hot Advertising Tips” included in your summary!

Objectives to achieve using each strategy.

Your Marketing Genius Program Session
(1-Full Day of Active Participation)

Spend a day with the Genimation Team! You and several of your associates or employees, in a highly productive, explosively creative, expertly facilitated brainstorming session utilizing the powerful “Genimation” process, will guide you to produce your own Unique Selling Proposition and conceptual marketing program summary with implementation steps, that will ATTRACT and KEEP your targeted “A” clients! gen5

You and Your Team will Become Marketing Geniuses!

gen6 Because you’re DEAD SERIOUS about producing a SUCCESSFUL marketing program and growing your business, you’ve taken this opportunity to review our GENIMATION BRAINSTORMING SESSION PROCESS. The Session will also be your new launching point for the development of your ENTIRE strategic marketing campaign that will be your tool toward moving you to your next level of success.
We will travel to your office location! Call 1-800-444-4094 for more information on available dates.




Now is the time to move your business to the next level.




10 New $500,000 Clients Per Week!

Title Page  Question 1: Marketing Innovation Summary
a.) Describe the nature of your business:

      McAllaster & Associates is an independent investment brokerage firm who provides
      services in securities, investment portfolio management, financial planning, and financial
      consulting. They also produce outrageous in-house informational seminars/workshops on a
      variety of sophisticated financial topics. Securities are offered through D.E. Frey &
    Co., Inc.
 b.) What are the unique features of your marketing strategy?:

      McAllaster & Associates has created a new, aggressive style of marketing…a
      strategy that incorporates many unique features not found anywhere in the securities
      industry that truly focuses on new acquisition and retention activities using very

These features include:

1). A customer focused stock brokerage firm:

      That statement could be considered an oxymoron in the securities industry. Establishing
      a unique customer focused identity was a top marketing priority to McAllaster &
      Associates. They wanted to communicate friendliness and a personal, one to one
      relationship style of service while maintaining a perception of stability, and expertise
      within the stock brokerage and financial management industry. Thus, a highly
      unconventional marketing program was developed which represented those customer elements
      and was immediately applied to everything they released from their office. They saturated
    a highly targeted market niche with their new corporate image.
Info Page  2). A Unique Selling Proposition (USP) focused directly at the market niche.

      This proposition is bold and aggressively reverses the stereotypical “risk”
      of investing through a broker. It is a clearly defined statement addressed to the client
      which contains a specific guarantee and powerfully reverses the perceived risk the client
    may take on.
 The McAllaster & Associates’ Unique Selling Proposition:

      “If the stock we have recommended for you does not increase in value in the first
      year, we’ll sell it for you, with absolutely no commission received on our end.”This is highly unique because all brokers get paid their commission whether your stock

they recommended

      goes up or down.

This outrageous promise has literally set the stage on fire for clients to inquire
about services with intense intrigue. Increase has been over 62% the last 5 months.

Refferal Program 3). A Referral Based Marketing System. Yes, a SYSTEM.

      This system is a money machine! It incorporates ingenuity at its best coupled with the
      personal touch, while generating clients at a rate never seen before. It uses a common
      sense approach, while intriguing, and rewarding the client base for their loyalty. This
      program has been one of the keystones of the entire marketing program.For every referral they receive from a client, they send them 1 beautiful crystal wine
      glass from Tiffany’s (out of a complete collection of 6 glasses) and a hand written thank
      you card. The receipt of this elegant glass creates the impulsive desire for the complete
      set! Consequently motivating the client to provide more referrals! And that’s not
      all…McAllaster & Associates also gives the referred client their first 10 stock
      trades free (no commission!). Up to date they are receiving 10-$500,000 referred clients
      per week…impressive to say the least!

This program is practically unheard of in the industry, and entirely customer-driven!
It is also measurable. Which, in turn, has spawned new generations of marketing ideas,
leading to dramatic, multi-level profitable results!

McAllaster Financial Center  4). The McAllaster Financial Center.

      While all of the above marketing programs (features) were implemented, THE KEY
      MARKETING FEATURE OF ALL TIME, was being constructed behind the scenes. This feature is
      the one that will prove to be the most influential and powerful of all the strategic
      marketing elements in their entire system. The McAllaster Financial Center broke ground in
      February, 1997, and completed the construction in its entirety by June 25th. The 8,500
      square foot facility strategically resides in one of the most elite neighborhoods in
      Savannah Georgia, “The Landings”: A state-of-the-art financial center designed
    entirely for the clients.
     His clients will now enjoy access to:

        1. 1,200 square foot multi-media seminar room for his clients to use for their special
        events. He also uses it for his financial seminars. 2. An impressive, comprehensive
        financial library for research open only to his clients. Prospects will be able to utilize
        the facilities for the first 5 months, but on 1/1/98 it will be a ‘client only’ facility.
        This allows the prospects to experience the value of the amenities that McAllaster &
        Associates’ clients enjoy, thereby creating a sense of urgency for the prospects to become
        clients.3. The largest electronic financial ticker in the South.

    4. Computers to provide hands-on access to the internet for his clients to research
    anything they desire.

    5. Private offices are provided so his clients may stop by to make phone calls to Wall
    Street or any other use they may have.

    6. Golf cart re-chargers located in the parking lot of the Center. You see, most of the
    transportation on The Landings is done via the golf cart! There are not 4, not 5, but 6
    PGA golf courses on this island, which are patronized by a majority of the Landings
    residents. This Financial Center, its staff, and personal services is truly an
    extraordinary experience!

    7. A social gathering area for his clients to mingle, read, and simply relax away from
    the Savannah sun.


    Great Gatsby Diamond An incredibly festive “Black Tie Gala” is being planned for the Grand
    Opening celebration of the McAllaster Financial Center in Savannah, Georgia. It’s intrigue
    and creativity comes out of designing the theme around the Great Gatsby himself. This “By
    Invitation Only”
    Gala is extraordinary and strategic in the marketing sense
    because of the market profile niche, and the design of the invitations. Dick McAllaster is
    sending by Fed-Ex, a radiant 1-carat cubic zirconia diamond, specially packaged in
    a black, gold foil stamped box, to each of the 700 invited guests. Only one lucky
    guest, however, will receive the single, true sparkling, 1-carat diamond, worth over
    $7,000, which will be revealed by submitting their diamond invitation to the certified,
    on-site GIA gemologist at the party!
    The Grand Opening Gala was scheduled for Saturday,
    October 25, 1997.What were the results?Over 500 people came. The Gala was a great success! He generated over $ 140,000,000 from that campaign.
    We added a follow-up box with gold goodies and other secrets that additionally doubled his production
    from there.
     Logo on T-Shirt  5). Targeted community involvement & support.

        Richard (Dick) E. McAllaster has always been conscious of his community environment and
        constantly seeks out ways to give back to the community which has provided ample
        opportunity for his business to succeed. In January, 1997, he proposed to the local
        Women’s Guild that McAllaster & Associates take on the title sponsorship of the
        Savannah Duck Race on the Savannah River. This annual event is a local favorite and
        coincides with the annual Seafood Festival. The Duck Race was created 5 years ago as a
        fundraising mechanism to support the Savannah Symphony.The 4-year old annual ‘Savannah Duck Race’ became the ‘McAllaster Duck Classic’ this
        past Spring and will continue to be sponsored by McAllaster & Associates for years to
        come. A Duck Classic logo was created to reflect a combination of the McAllaster &
        Associates company logo and the duck race itself. T-shirts with the emblem were made and
        sold, tickets were created, and articles written about the event to help promote it.

    McAllaster & Associates directed their $5,000 contribution toward this entity to
    help keep the arts alive and well in Savannah. It also became an extraordinary marketing
    move because of his targeted niche market who patronizes the symphony events all year
    long. Most symphony season ticket holders fit McAllasters “A” market clientele
    profile. With his sponsorship backed marketing and assistance in promoting, he was able to
    pull in a record amount of funding dollars for the symphony.

     c). How original are these features, and how do they compare to the
    way in which your competitors market themselves?:

        The originality of each of the aforementioned features along with their focus are
        extraordinary and extremely rare in this industry. This

    industry is traditionally

        huge behemoth of

    non-personal, product driven, non-relationship building and the
    proverbial “glass house” mentality

        that is driven by sheer size alone! His
        competition’s idea of customer service is sending you thousands of the same letters that
        are not even signed in real ink. It’s printed! Now does that make anyone feel special?
        When was the last time you received a “Thank You” written on personalized
        stationery from your broker? The McAllaster & Associates strategies not only hit hard
        on the customer service side, but also on the vast knowledge and awareness of the variety
        of financial products they offer which truly separates them from their competition.The extraordinary, yet fundamental characteristics of these strategies is simple:
        Execution and follow-through! You can promise the world but without proper follow through,
        IT’S WORTHLESS! McAllaster has been adamant with their follow through. They truly take
        those extra steps, develop a client friendship, provide consistent superior customer
        service, and make up for the difference if and when any of the above, for one reason or
        another, doesn’t happen to the clients’ complete satisfaction. It truly becomes a PLEASURE
      to hire McAllaster & Associates as your financial manager!

    d). How difficult was it to implement your marketing strategy?:

        They designed it to be executed in stages. Each stage had its purpose, objectives, and
        goals. Upon the completion of each stage they rapidly became a multi-layered and
        multi-faceted marketing system. The only inherent difficulty was listening to all the
        “naysayers” in the securities business that said it would never work. “It’s
      too outside the box,” or “it’s too unconventional,” etc.

    f.) Describe the role, if any, that technology has played.

        Technology has played a great role in many facets of this program. Not only were most
        of the design and development produced 1,800 miles away, everything was digitally designed
        and produced. McAllaster & Associates also uses the latest technology in the
        multi-media seminar room which is just a small example of the state-of-the-art innovation
        that has lent itself to a uniquely, client-friendly facility. From electronic shades and
        presentation screens, to a satellite link for instant downloads of stock quotes, to the
        capability for high-tech, multi-media seminar presentations, professional lighting, and
      digital production.

    Question 2: Concept Originality

    a). What were the precise objectives of your marketing program?

        The precise, planned objective was to increase business 100% within 18 months of the
      rollout of the marketing program.

    b). How did the idea develop and what were the outside influences.

        The idea developed because the Landings area in Savannah, Georgia is the 8th highest
        income per capita zip code in the country. In talking with the residents of the Landings,
        it was determined that they did not want to leave the island to acquire services from
        grocery shopping, the beauty salon, to automotive services. So, consequently, a strategic
        advantage would be captured and an enormous opportunity would exist by building the
        McAllaster Financial Center just outside the residential gate, and adjacent to the island
        shopping center,

    on the only road in and out of the island.

        The advantage becomes
        apparent when you consider other brokerage firms are “centrally located” in
        their glass towers within the city of Savannah, whereas McAllaster & Associates is
        centrally located within the Landings, his highly targeted niche. So he went from a
        centralized, general market scope, to a highly focused, specifically targeted community
      who could completely satisfy his established client profile agenda.

    c). Is this the first and only application of its kind? Detail any unique features
    of the concept.

        YES! McAllaster & Associates is the first known independent brokerage firm to have
        developed such unconventional and unique marketing approaches and incorporate their
        building structure as a main part of the marketing strategy. The Financial Center
        represents a huge, powerful billboard in and of itself, sitting directly in the midway of
      the entrance and exit of the Landings at Skidaway Island.

    d). How does this marketing program compare to that of your competition?

        The competition are the major wire house brokerage firms. They use conventional,
        institutional advertising, mass mailing, and cold calling as their primary marketing
        strategy coupled with a “large net” catch all mentality which would never work
        with “A” clients. McAllaster & Associates’ personal one to one marketing
        approach is to focus on the client. The Landings, which generates the greatest percentage
        of growth in the Savannah area because of its high net worth per capita, represents a
        large group of clients whose investment relationships are in transition. They’re moving
        from their home-towns in Pennsylvania, Connecticut, New York, where they grew up and
        developed business relationships. These relationships are now experiencing change and as a
        natural consequence, must change to suit their new location, environment, etc. McAllaster
        & Associates has positioned themselves to be central in easing their relationship
        transition through convenience, educational workshops, seminars, research tools, access to
      digital communications, expert financial consulting, and professional brokerage services.
     Samples of Stationary  e). What needed to happen within your organization to adapt to the
    marketing program? What collateral materials – such as logos, advertising campaigns, or
    others -were needed?

        McAllaster & Associates stepped up the marketing assistant position within the
        firm, hired marketing interns, and developed a solid corporate identity with a new logo
        utilizing the independent firm name rather than the clearing house name. The focus on
        using the firm name resulted in a much higher name recognition based on a small field
        study comparing the awareness the market had of the clearinghouse name and the business.
        When it was compared, 30% remembered the clearing house name vs. 95% who remembered
        McAllaster & Associates. Along with the new logo, a full array of materials such as
        stationery, business cards, pocket folders, binders, advertisements and gift items to
        include golf towels, golf balls, engraved glasses…all sporting the new corporate logo
      and name. Consistency and saturation was the major key.
      f). Describe any obstacles, including technical, sociological, legal, or other
    issues that had to be overcome and how these barriers were eliminated.

        McAllaster & Associates experienced no real obstacles. The only perceived barrier
        was the element of time. Managing the precise sequential implementation of the marketing
        program while building the McAllaster Financial Center, and at the same time running a
        profitable business became the only monster challenge for them to manage. Most of what
        other businesses may perceive as obstacles were looked at as an opportunity. MCALLASTER

    Question 4: Benefits and success of the program.

    a). What methods do you use to measure the success of the marketing program internally
    and within the marketplace?

        The way McAllaster & Associates determine the success of their marketing program
        rollout is two-fold. The first is the increase in the customer base and the increase in
        the commissions that are generated from that base. A significant increase in business has
        already been realized. Within the last 6-months of business, the firm has experienced an
        increase in growth of 62%! They are currently generating 10 $ 500,000 clients per week
        using the referral-based system. The interesting element regarding this result is the fact
        that the “grand finale” of the marketing program has not even occurred yet (the
        Grand Opening of the McAllaster Financial Center.)

    It will surely be the marketing coup
    of all time for a small business!
    b). What was the most important customer or client benefit?

        The entire marketing program is customer focused and customer driven. The most
        important client benefits evolve around on the new Financial Center. These benefits
        include extreme convenience (can ride bikes or drive golf carts to location), a fully
        comprehensive research library, as well as the educational benefits of informative
      financial seminars, workshops, and investment courses.

    c). What is the most important overall benefit to your company?

        One of the most important benefits to McAllaster & Associates is that this
        positioning solidifies his base of business. It allows the focus towards one specific,
        large group of qualified clients. This environment creates an ideal habitat for creative,
        efficiently effective, highly focused marketing efforts that work! In other words, the
        market is very easily identifiable and truly accessible which results in the elimination
        of wasted marketing expenses, testing, and searching for the most profitable markets. It
      allows them to compete fiercely with the “Big Guns.”

    d). Has the program achieved its objectives?

        Currently the program in still in its infancy. The simple fact that the Financial
        Center has yet to open its doors to the Landings community (due to open for full business
        services in mid July, 1997), and already the marketing efforts toward this objective have
        increased growth 62% in the past 5 months. The initial goal was to increase growth 100%
        within 18 months of the rollout of the program. McAllaster & Associates anticipates
        doubling the growth after the doors of the McAllaster Financial Center open. This is an
        outstanding achievement when you consider that Dick McAllaster started his independent
      firm only 4 years ago from nothing!


    Marketing Activities           
    Prototype Layout

    Theme Box for Million Dollar Clients

    Most of us have had to educate our new and
    existing client base as to how to do business with us. Whether you are Marketing through
    your referral base or just through new acquisitions, one of the problems is having a
    strategy that will zero in through all the rhetoric that occurs in this era we coined
    “the over communication age.”Visualize this!

    You develop a “high-end” gift for your clients that they can see, touch, and
    feel from a tangible point of view. It should define why your clients are important to you
    and what you are trying to communicate to them. Where in your industry have you ever seen
    someone send out a Million Dollar theme box for their clients? Given the mind-set of many
    companies these days, this would put your miles ahead of your competition.

    When was the last time you received a classy box that was relative to your lifestyle
    and your achievement status?

    There are few companies turning out direct Marketing like this, especially to what we
    consider your “A” Clients. If there are direct Marketing items being sent, the
    items probably do not represent or appeal to this caliber of client base.

    Here are two examples of theme boxes that we came up with.

    Theme Box 1                
    Theme Box 2

    Imagine your high end clients receiving a box that is elegant, fun, and
    memorable. When you ask for referrals or when the time is right for the next new project,
    who do you think they are going to call.

    Proven Results

       This is a sampling of the results produced for clients that deployed their Genimation Marketing Plan using the Genimation process to develop their Genimation Marketing Plan. The Genimation Group takes an extraordinary amount of pride and ownership in our approaches to developing marketing programs for our clients…meaning we like to develop extremely unique and extraordinary plans and we like to measure results. We realize that even though you may intellectually understand the value of our services, it’s the bottom line that counts. It is also the primary reason we ask for pertinent financial information because the primary goal of our work, is to not only generate new sales…but
    to increase your company’s profitability.
    Our primary focus of The Genimation Program is to build a customized marketing plan to meet your specific objectives and goals thus no one single Genimation is ever alike in complexity, content and design.


    Please note the names of our clients are not disclosed to protect proprietary information. Also note that because of certain uncontrollable economic and operational variables as they exist from business to business there is no guarantee that your results will be the same. Feel free to view case studies on our innovation page.


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