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
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
In February 2007, Javelin Strategy reported that 8.4 million Americans became victims of identity fraud in 2006. The FTC calls it the ‘fastest growing white collar crime’. When we surveyed advisor’s recently, they told us that almost 40% of them had experience with identity theft with their friends, family or clients. In a follow up […]
Tags: Financial Planning · Internet Marketing · Client Communications · ID Theft · Scam · Ethics · Financial Advisors · Marketing · Credential · Selling
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