Free E-book: 15 Ways Financial Advisors Can Stay in Touch with Their Clients
Whats the number one reason why clients fire their advisors? According to Financial Advisor magazine, it’s lack of timely communication. Don’t miss out on opportunities because you forgot to stay in touch. Download our guide to get 15 ideas that can help you remain consistent in your outreach, while growing your network.
About the authors: ReminderMedia has been providing unique and top-of-the-line client follow-up tools since 2003. With an established foundation in relationship marketing, and products like American Lifestyle magazine, we’ve developed the techniques and innovations that allow our clients to take advantage of referrals and repeat business like no other solution on the market. Click to learn more