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