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Today’s elite advisor needs more than a website and a CRM to
compete. They need the power of marketing to help them capture “top of
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However, our innovation continues.
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- Web-based CRM that automatically records and time stamps all client
contact to include phone calls, e-mails, mailings and in-person
meetings for easy access during client reviews or audits (what other
uses could these have Jack/Kathran)
- detailed action plans that instantly triggers drip marketing
campaigns for events like minimum required distributions, seminar
registrations and new clients to help you maximize brand awareness
- compelling direct mail campaigns and seminar invitations to drive more qualified, targeted leads to your business
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and unforgettable corporate identity that endears you to your target
audience
- online depository for important client documents like wills, trusts
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- maximum relationship builder feature, where Website visitors can
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- difference-making Search Engine Optimization (SEO), Pay-Per-Click (PPC) Campaign Management and Online Yellow Page Listings to get above-the-fold Web coverage and immediately drive qualified leads to your business
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 Smart Marketing eNewsletter - Monthly Marketing How-to's and Best Practices from Leading Advisors!
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