We already know that a regular email newsletter is an excellent way of keeping in touch with prospects, clients and professional connections – it allows you to develop ongoing relationships that build trust, awareness and loyalty. Here are 20 ways to increase that engagement factor further: 1) Segment your email list – when you segment [...]
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Jon recently presented at the Nucleus Annual Strategy Event 2012. The presentation focused on how to build exceptional relationships with clients, prospects and introducers. Click to view the video.
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Re-balancing a client’s portfolio is an important function that helps keep the client’s investment program on track and aligned to their goals. More adviser firms are running portfolios on an advised basis, at times requiring authority from the client to switch funds. This work can be resource intensive, creating the bespoke mailing and chasing clients. [...]
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