A week or so ago we got a call from one of our customers who wanted to know if we did ‘email capture’. We explained that his website visitors can sign up for a newsletter, request information or enroll for an event and when they did that they supplied their email address.
No, that’s not what […]
Tags: Client Communications · Seminar · Email · Spam · Newsletter · Internet Marketing · Financial Advisors · Marketing · Baby Boomer · Selling
We just returned from the Senior Market Advisor Expo in Las Vegas. We can’t say enough about the quality of the folks that came by to see us. This year there was a genuine interest in trying to offer quality service to their clients. Most of the advisors were trying to build systems to stay […]
Tags: Baby Boomer · Referrals · Newsletter · Insurance Company · Credential · Selling · Financial Advisors · Marketing · Annuity
Now is not the time to hide from your clients. Yes, the financial markets are in more turmoil than they have been in a couple of years. Yes, there’s a national election on the horizon that could change many of our tax and retirement plans. Yes, there’s the potential for greater terrorist violence. But now […]
Tags: Referrals · Newsletter · Client Communications · Internet Marketing · Baby Boomer · Marketing · Financial Planning · Selling
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