Marketing Tools

e-Relationship™
#1 Email Financial Advisor Tool

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The research is in.
85% of clients and desirable prospects are Internet-connected.
Over 51% of people 55-70 are Internet-connected.
86% of business owners prefer the Internet to any other method of communication.
41% of e-mail users check their e-mail everyday.


Feeling disconnected?

If you’re still relying on snail mail and the phone instead of electronic communication to stay connected to clients and prospects, you’re not just getting behind. YOU ARE BEHIND!

E-Relationship™ is an easy way to fix that.

E-Relationship™ is the number-one compliant Internet connection tool accepted by major companies in the financial industry. It can be set as a fully automated connection system, sending all of these:

E-Birthday Cards, e-Anniversary Cards and multiple e-Holiday Cards.
E-Annual Review Checklist and four yearly e-Mini Checklists.
Up to six yearly e-Financial Storyboards (creating raise-your-hand responses leading to additional sales).

In addition to the automation, you can send messages whenever you wish, whether an e-Financial Storyboard to a new category of recipients (e.g., Chamber of Commerce list), a get-well e-card to an individual, an e-Referral Message to a new referral, or an e-Seminar Invitation to your entire database that you can custom design to brag about you, your company or your firm’s most recent accomplishment. The possibilities are unlimited.

Every e-mail message is sent one at a time. Every email message is personalized, even when your entire database is selected as recipients. No multiple-name mailing list is ever seen by the recipient. Opt-outs are handled automatically. Security is guaranteed. Your database names are fully protected.

Trying to build prospect attraction and deep client loyalty without effective frequent connection is impossible. While the U.S. Mail has become less effective and phone calls are often screened or blocked, email provides the most affordable, time-efficient and effective way to deliver your message - creating tremendous payback for the agent or advisor. Don’t delay. This is your golden opportunity to get ahead of the competition.

SET IT AND FORGET IT.
Fully Automated. Just Add Names.