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assets Have you - as a financial planner - considered publishing newsletters as a way of communicating with current and prospective clients? Many financial advisors use newsletters to announce new products and services, to remind customers of the importance of diversifying their investment portfolios and to announce that a new staff member has been added to their retirement consulting firms. But there are some important things to consider before your company starts a financial advisors' newsletter. Here are a few of them:
In order to make sure that the newsletters you put out as a financial advisor contain information that is new and relevant, many companies choose to send their newsletters electronically. But what if you don't have experience sending out an e-newsletter? What can you do? To begin with, you can partner with a company that has experience reaching subscribers with an electronic newsletter, a company that knows how to market financial services on the internet. You can partner with www.RetirementLeads.com and www.financialadvisor.org We can help you find and create the content that you need for your electronic newsletter. More importantly, we will work with you to create informative, easy to navigate websites that allow viewers to opt in to your newsletter. We will work with you and the other financial advisors in your company to create an overall web marketing strategy that will include your electronic newsletter and web site. But we will show you how to go further - we will work with you to create banner ads that will attract the attention of your site's viewers and let them know more about the products and services that you provide. We'll also work with you to create geo-specific pay per click campaigns. We know that getting clicks from people who are outside of your area isn't always helpful; that's why we'll show you how to make sure that your ads are targeted to people within a few miles from your business. We'll show you how to capture information from the local visitors to your site so that you can follow up with the leads that those visits generate. But we won't make you do all of the work. In fact, the biggest advantage that you will have when you partner with us is that we will provide you with targeted leads in real time. When people from your area look for financial planning services - such as our popular retirement calculator - we will capture their information: who they are, where and when to reach them, what investments they have and what products and services they are interested in. We'll teach you and the staff at your business how to conduct an initial consultation with these leads. We'll provide a basic script for the first conversation. Think about the value that the experience of contacting leads will create for your business. More importantly, consider the value of having a partnership with us - one in which we provide you with leads and help you to generate your own. While a financial advisors newsletter is a valuable tool - one that we encourage you to use - we know that there are more ways in which we can help you grow your business. When you are ready to provide financial consultations to more people, when you are ready to improve your company's bottom line, visit us at www.RetirementLeads.com and www.financialadvisor.org to see how we can help. |











