|
Company
|
 |
Products/Services
|
Anthony Galie Seminars,
Inc.
(http://www.anthonygalie.com) |
|
Tony Galie's motivational tapes can make great client
gifts |
CDA/Wiesenberger
Hysales
(http://www.wiesenberger.com) |
|
With HySales, you can create NASD-compliant reports that
keep your clients informed of their investment plan performance and lead to additional
sales. |
Client Marketing Systems
(http://www.climark.com) |
|
Use the Agency Assistant to keep track of your clients
and make those periodic contacts so important in building client relationships. |
The Estate Plan
(http://www.theestateplan.com) |
|
You can work with Henry W. Abts III, national estate
planning firm, to attract qualified buyers and increase your earnings. |
Financial
Planning Consultants
(http://www.financialsoftware.com) |
|
Use the Tracking and Marketing Module of FPC's Text Library
System to turn prospects into customers into clients and centers of influence. |
Freedomarketing
(www.fawebprofiler.ca) |
|
Kirk Lowe runs a marketing consulting
business, Freedomarketing. They work specifically with financial advisors helping
them build their businesses through integrating technology with traditional marketing
and communications. Kirk recently wrote an eBook, "Building Your Business In The
21st Century - For Financial Advisors"
which is available for FREE on the web site. "Our services are more than a "Turnkey
Solution", they're Chauffeur Driven Solutions'" says Kirk, "We not
only help develop and design, we actually implement your marketing strategies and
campaigns for you". Their services include web design, eMarketing (eNewsletters, eCards
and eReferral
Campaigns) and marketing
consulting. To learn more about these services go to www.fawebprofiler.ca or sign up for the monthly eMarketing
Newsletter "faFreedom". |
Graymoney
http://www.graymoney.biz/ |
|
Information and resources for
advisors, sales managers and financial marketers selling to the 50-Plus market. |
Integrated Concepts
Group, Inc.
http://www.icgnews.com/
|
|
Provide your clients with a newsletter
through a firm that knows the meaning of personalization. |
International Performance
Group LLC..
(http://www.ipg-coaching.com) |
|
A professional business coaching company delivering customized
individual and group coaching and training, by telephone, to financial and insurance
professionals. |
Liberty Publishing,
Inc.
(http://www.libertyink.com) |
|
Provide newsletters to educate your clients, save time
and money, and increase your income. |
Market
Planning-Plus
http://www.marketplanningplus.com/ |
|
Market
Planning-Plus is a
one-stop resource for financial services professionals and organizations who want
to mount a serious marketing effort.
- Market
Planning Online, our
flagship program, succeeds in taking you from the basic questions of what marketing
is and how you should be marketing yourself, through developing, writing and implementing
a marketing plan.
- eNewsletter
- Market Planning Journal (MPJ)
is our monthly email newsletter. It is available exclusively to our clients. MPJ
provides readers with fresh TIPS and INSIGHT to help with your ongoing market planning.
The newsletter includes articles, Market Planning Ideas, Market Briefs, TIPS, events
and news about complimentary services and programs being offered through Market Planning-Plus.
The lessons in Market Planning Online are so insightful and simple to follow
that any individual or organization can create a marketing plan with similar ease
and success.
Click here
to learn more.
|
| Unlimited
Referrels (http://www.ReferralCoach.com/) |
|
Bill Cates helps financial professionals
build practices by creating a steady flow of high-quality referrals. Books, audiotapes,
video learning, boot camps, coaching, and company seminars. |
WPI Communications,
Inc.
(http://www.wpicomm.com) |
|
Personal Wealth Report, a bi-monthly newsletter, provides
a way to keep in touch with your current clients on a regular basis. |
