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Pat Gawrych -
Advisors Marketing
Send Multiple
Mailings to Create Brand Awareness and More Clients
I have heard it over and over again, “I have already mailed to those people”. For some reason financial advisors and agents want to always find a new audience. I am here to tell you that those people may be missing several diamonds in the rough. There are several reasons to send a prospect more than one piece of mail and forget them. MORE
Planning Vs.
Reacting
I would like to take this opportunity to discuss the
importance of developing a plan and carrying it through to
completion. When a financial sales professional meets with a client
for the first time, it is his or her job to collect information. The
information may be previous years tax returns or financial
statements. It is then the advisors job to develop a solid plan for
the prospect. If a prospect has a large asset value, it usually
takes more thought and planning.
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