ICG News | Blog
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 own article, customizing it to speak to your clients in your own style. There are […]
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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 attract new clients and keep current clients loyal. Here are several benefits of a personalized […]
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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 your newsletters effectively. Here are some different ways to extend your newsletter distribution that may be new to you: Obtain member mailing lists of organizations that you are currently involved in or were at some point in […]
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Newsletters and Your Marketing Plan
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 and prospects of your office hours in your newsletter. Put special emphasis on your willingness to […]
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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, financial planners and brokers are even more challenged to attract and retain clients. The key to competing in this age of do-it-yourself […]
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Building Your Business
Is your practice performing at its full potential or is it time for a tune-up? If your everyday operations are not working as well as they used to, take just 15 minutes right now with a blank piece of paper and start to redefine the direction of your practice. Step Outside the Box The first step to […]
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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 meeting the indexes (Source: Ticker, May 1998). Also, keep in mind that these money managers […]
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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 clients ultimately helps you achieve your own career and financial goals. The key is having your current clients […]
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Ideas to Energize Your Business
Here are some ideas to consider as you rewrite your business plan, set new goals, and design your marketing strategy: Make arousing interest and attracting attention to yourself and your business part of your daily routine. Start collecting testimonial letters from your best clients. You can insert them in brochures that are mailed out to potential clients […]
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