Aside from good looks, what do CPAs, CFPs, CFAs, CHFCs, and CLUs have in common?

Answer: Most never contact their clients except at tax time or on a few other special occasions.

As illogical as it may seem, most financial advisors hardly ever keep in touch with their clients. They don’t call, send newsletters, or even send a birthday card.

Need proof? Ask your friends (outside the business) how often they hear from their financial advisors and see what they say. Most of them will say, “Never” or “I think I get something every quarter” or “Only at tax time.”  Your realtor does a better job of staying in touch!
  

“I know I should keep in touch with my clients...but, frankly, I hate this stuff!”

In a business where personal relationships are king and, often, the only reason a client stays a client is because of the personal relationship...not staying in touch with clients is like committing professional suicide. Especially with today’s available technology, there is simply no reason not to reach out and touch your clients with useful information. Often!

Now, NewsRoute has put together a program that lets you send a customized, personalized, content-rich financial information email newsletter to each of your clients every month...quickly, easily, and inexpensively. We do virtually all the work including content creation (subject to your review and approval) so you can focus on doing the things you do best...building a successful practice. More...

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