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Communicate with your client
each month for $15 per client per year
by selecting the automatic program

Keep In Touch Marketing Programs

Successful financial advisors know that in order to build strong client relationships, you need to stay in touch regularly. What you may not know is because of the growing panic in the market the need for you to stay in touch more frequently and calm the fears of your clients is not only important, it is imperative.

Experts recommend communicating with your clients at least 12-times per year. Sure an annual meeting or a periodic phone call is essential, but what are you doing the balance of the year to keep your name and face in front of your clients? If you don't keep in touch with them regularly, someone else will.

Our "Keep in Touch" product suite gives you all the tools necessary to be proactive and communicate relevant financial topics and timely news to your clients.

Automatic
Marketing Program

12-touch automatic program to keep you in front of your clients all year long

The automatic marketing program sends a printed communication to your clients each month of the year. After selecting the newsletter type that best suits your target market, Emerald does the rest!

Build Your Own
Marketing Program

Create a custom program that meets your client communication needs

The build-your-own program allows you to select and send the pieces that best meet your marketing needs. We offer this plan in full-service or print only.