Communicate with your clients
each month by selecting the
automatic marketing programs
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 uncertainty 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 as much as 18 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.