Powerful
Contact
Management System...
That helps you keep in touch with your
clients and generate referrals!
***Free Trial***
Mention promo code:
JAB 1407 |
Client Minders
Client Minders offers
automated greeting card mailing services designed to
keep you in personal contact with your clients. Easily
send birthday cards, ask for referrals, and much more.
Request a free,
no-obligation sample by visiting our website or call
1-877-4-LOYALTY.
Use coupon code
IST20 for
a 20% discount on your initial purchase. |
Practice Builder...
is a mature, fully featured Client Relationship
Management (CRM) system. Built around “Best Practices”
of financial planners the system is designed to help you
every step of the way - from prospecting for new clients
to generating and harvesting referrals from your most
satisfied “A” clients. As competition increases, as
market conditions drive you to make changes for more
productivity and as your desire to work less for more
reward, CRM stands alone as the tool that can help you
easily and economically.
|
OWN The Phone Number
1-800-PREMIUM
When your customers only have 3 seconds to remember a
phone
number from an ad or friend, would they remember your
number
or 1-800-PREMIUM? This number is
available to only 1 agent per state!
For Special Pricing
Use Promo Code:
ISTPREMIUM |
Referred Lead Marketing & Sales Systems
'Dynamite' Referred Lead System™
- If you want to make your life much easier, set up
a system to compel your existing clients to give
you lots of referrals, instead of trying to get new
clients through any other methods, such as cold calling,
direct mail, telemarketing, and so on.
(Lew Nason)
Use Coupon Code:
ISTSAVE5
& Save 5% |
|
