The Financial Advisor's Dream

Endless Leads in only 15 Minutes per Month

As a professional in the world of finance, you rely on leads from your past and present clients, and professional contacts.  Accountants and financial planners are in need of a way to give clients updates on financial news, changes in your business and other important information.  "Follow Your Customer for Financial Professionals" is a web-based, fully automated marketing system geared toward accountants and financial consultants.  It focuses on client relationships, and helps with your referrals and leads.  It keeps your clients informed using a hands-off approach to marketing and lead management.

That's right, a hands-off approach!  Unlike many costly and time-consuming contact management systems, "Follow Your Customer for Financial Professionals" requires only about 15 minutes per month, regardless of the number of clients you maintain.  It includes features like automatic alerts for your clients' anniversary dates, birthdays and more.

This powerful, yet simple system provides a suite of fully automated tools designed to track clients and build strong, lasting relationships that will turn your past and current clients into an ongoing referral "machine".  Features include:

CHECK OUT THESE FEATURES:

• Content-Rich Email Newsletters
• Professionally designed, monthly postcards with specific themes
  • Choose unique themes for each customer
  • Segment contacts into groups of your choosing
• Family birthday, anniversary and holiday reminders
• Greeting cards
• Totally different methods to handle professional and client contacts

With just a few clicks of the mouse, you can stay in touch with your clients and professional contacts, helping you establish trust by providing valuable information without a sales pitch.

LET'S LOOK AT THE FACTS:
Why is this important?  In the United States, the average adult seeks financial advice whenever their financial status changes.  At tax time, accountants want to make their clients aware of the benefits of dealing with a professional.  As the market fluctuates, financial advisors need to keep their clients informed.  By staying in touch with your clients, but not selling to them, you are better able to develop a long term relationship, and be on their minds when they require your services.  Think about all the work involved in staying connected with your clients.  Now imagine using a system that does all that work for you.

You don't want your clients to forget about the variety of services that you offer.  By the time another opportunity comes along for you to provide service, they may not  remember the specialized services that set you apart, or new personnel, or the innovations you have implemented.  With the Follow Your Customer system, your clients remain informed for a lifetime.

Enhance your ability to keep clients current with financial news, trends, and innovations.  Establish a trusting relationship with your current and future clients so they return again and again.  Receive top-notch referrals from both professional contacts and clients.  And do all this in only 15 minutes per month!