Today’s clients expect ongoing communication and ongoing value from their financial planning firm. This can be achieved with an integrated marketing campaign combining outsourced print communications with outsourced email communications. Project the right image to your clients by delivering interesting, different and innovative information all year round. Research has found maintaining a high level of contact with clients and regularly servicing them leads to greater overall client satisfaction, translating to higher sales, better client retention, and more referrals.
All these direct mailing initiatives reinforce your brand and the value you add as a planner. Each initiative is personally addressed to your clients and branded with your business logo and style.
A year long client communications campaign includes a combination of the following:
e-solution:
- Welcome message from your firm
- Summer newsletter
- Federal budget review
- Autumn newsletter
- June 30th Tax alert
- Winter newsletter
- New Financial Year “knowledge is power” update
- Spring newsletter
- Happy Holidays message
Plus your choice of some or all of these printed communications:
