By now we should all know how important an email list is. Despite all the new fangled ways to communicate and keep in touch, the simple, mild-mannered email still continues to dominate the field. It’s stickier than social media and more precise than a blog post.
As an advisor, email is[...]
Smart financial advisors know that ongoing success depends on proactively developing leads and cultivating client relationships.
Thanks to social media, new database information services, and Internet search capabilities, there is no reason to cold call anyone ever again. Once a financial advisor has developed an ideal client profile, today’s technology allows[...]