Monthly Archives: January 2016

Personalize Your Financial Newsletter

The main feature that differentiates our newsletters from others is that we offer many ways for you to personalize your financial newsletter. We feel that one of the best ways to do this is to use your personalized space to write your … Continue reading »

Benefits of a Personalized Newsletter

Why should you use a personalized newsletter as a marketing tool? Because a newsletter is a very effective way to reach prospects and clients and inform them about you, your company, and your services. The goal of your newsletter should be to … Continue reading »

New Ways to Use Your Newsletter

Usually client newsletters are sent out to active clients and warm prospects, but there are many more ways to use newsletters effectively. Here are some different ways to extend your newsletter distribution that may be new to you: Obtain member … Continue reading »

Your Marketing Plan and Newsletters

Newsletters can be particularly valuable in developing a relationship between your firm and your clients or prospective clients. Here are some ideas on how to make your personalized newsletter play a more integral part in your marketing plan: Build awareness Remind clients … Continue reading »

Standing Out in the Do-It-Yourself World of Investing

Today, many investors are making financial decisions based on their own research. With electronic trading and volumes of easily accessible information on the Internet, more people are venturing out on their own. As a result, standing out is even more … Continue reading »

Building Your Business

Is your practice performing at its full potential or is it time for a tune-up? Building your business takes effort. If your everyday operations are not working as well as they used to, take just 15 minutes right now with … Continue reading »

Focusing on Relationships Rather than Returns

Many financial planners and stockbrokers get caught up in trying to beat the indexes and put all their energy into product performance. However, this energy may be misguided since, out of the best money managers, only 7% actually succeed in … Continue reading »

How to Enhance Your Business through Referrals

Prospecting to find qualified leads is one of the most time-consuming and difficult challenges facing financial professionals today. Yet, finding new clients is the cornerstone of building a thriving and successful business. Finding enough qualified leads that eventually develop into … Continue reading »

Energize Your Business with These Ideas

Here are some ideas to consider as you rewrite your business plan, set new goals, and design your marketing strategy, in other words, to energize your business: Make arousing interest and attracting attention to yourself and your business part of … Continue reading »

Marketing IRAs Year Round

Marketing IRAs year round can be a good product for your practice. There are a number of reasons that IRAs have much greater relevance now than in the past, including the general aging of the population, the growing rate of … Continue reading »