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| Vendors > Client Communications | |||||
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Top The Communicator The Advisors Edge, Inc. 430 Harvard Boulevard Lynn Haven, FL 32444 Phone: (850) 271-3113 Email: info@theadvisorsedge.com Website: www.theadvisorsedge.com To have an effective communication campaign work, it is imperative that intelligent, thoughtful communication goes out on a weekly, bi-weekly, and monthly basis. Accordingly, we have created the Communicator to be different from any other service of its type currently on the market. The Communicator acts as a means of delivering high-quality newsletters, single articles, marketing messages, goodwill notes, seminar invitations, and virtually any other form of communication to your entire database at one time, to one individual, or to specific groups within your clients or prospects. Top Email Concept Identity Branding, Inc. 2007 Yanceyville Street, Suite 270 Greensboro, NC 27405 Phone: (800) 851-8169 Email: info@identitybranding.com Website: www.identitybranding.com Email Concept™ is a patented client/prospect connection tool that helps build deep customer loyalty, creates welcomed access to prospects and produces raise-your-hand interest through messages your recipients receive and can respond to. It allows you to send one of over 35 prepackaged financial information modules (or custom make your own), present a monthly thought, an idea for your audience to consider, a promotional message, a monthly newsletter, a thank you, a holiday or birthday greeting, an inspirational message, a photo album of an event or even an invitation to a seminar. Top EmailPRESENTER PRESENTATIONPRO, Inc. 3384 Peachtree Road, Suite 650 Atlanta, GA 30326 Phone: (800) 379-6393 Email: sales@presentationpro.com Website: www.presentationpro.com Send attention-getting, rich-media PowerPoint presentations without attachments with EmailPRESENTER. All you need is Microsoft PowerPoint and EmailPRESENTER. There's no need to learn HTML, Java, or Flash. And there's no need to hire expensive programmers and consultants. First you create a good looking PowerPoint Presentation just like you normally would. EmailPRESENTER then converts it to Macromedia Flash, a format that streams (not downloads) into recipients inboxes. Top Financial Topics Integrated Concepts Group, Inc. 29777 Stephenson Highway Madison Heights, MI 48071 Phone: (800) 338-4329 Email: csr@icgnews.com Website: www.icgnews.com Are you looking for a marketing tool that is easy to implement, requires little of your time, provides a steady stream of pertinent information to clients and prospects, and gives you feedback on who is reading your marketing messages -- all for a reasonable price? If so, then you should take a look at our new e-mail newsletter, Financial Topics. Integrated Concepts Group, Inc. publishes a variety of marketing newsletters and brochures for clients and prospects of financial service providers. Our clients include financial planners, stock brokers, insurance agents, bankers and accountants. Top Impact Engine 1061 J Street San Diego, CA 92101 Phone: (866) 467-2289 Email: sales@impactengine.com Website: www.impactengine.com Create agency quality e-marketing in 15 minutes. Use Impact Engine to create and distribute multimedia presentations, track hot leads and and send personalized e-marketing capaigns. Impact Engine is dedicated to significantly increasing the effectiveness of your marketing efforts while enhancing your company image - without the wait. We are your “Silent Marketing Partner” delivering many of the benefits of a professional marketing agency through our online services. Top Liberty Publishing, Inc. 85 Sam Fonzo Drive Beverly, MA 01915-1000 Phone: (800) 722-7270 X135 Email: sales@libertyink.com Website: www.libertyink.com Liberty's newsletters can also be used on your Website or via email. We'll create all the graphics and personalization as well. Personalized newsletters are the flagship products in our line-up. We create newsletter programs for your representatives and provide them with the ability to deliver a customized product with compliant content directly to their client base. Our editorial staff supplies compelling content, our design team creates mastheads and layouts consistent with each organization, and we market the program in concert with the efforts of parent organizations. Top LongTermClients.com Custom Notes Ltd. 14524 Ravine Drive Edmonton, Alberta T5N 3M3 Phone: (877) 257-6937 Email: frank@longtermclients.com Website: www.longtermclients.com LongTermClients.com offers North America's first advisor focused (paper-based) greeting card fulfillment service with full personalization capabilities. Are you losing clients by neglecting them at the personal level? What's your strategy to regularly connect with all of your clients, not just the top 20%? If the bottom 80% of your clients feel ignored or unimportant, your client retention levels, revenues, and referrals will fall. This greeting card system, with an emphasis on the personal and personalized note, can help you create powerful client connections with all of your clients, simultaneously. Top Max The Intern 8 King Street East, Suite 1705 Toronto, Ontario, M5C 1B5 Phone: (416) 633-9887 Email: max@maxtheintern.com Website: www.maxtheintern.com My name is Max. As your virtual intern, I work 24 hours a day to keep your name top of mind with your clients and prospects. Every day I read through more than 250 of North America's leading news sources, find valuable articles that are relevant to your contacts, and help you effortlessly email them to your clients. I also manage the information in a user-friendly format so you can get immediate results easily and efficiently. My goal is to help you differentiate your services and win the loyalty and appreciation of your clients and prospects - and loyal clients generate valuable business referrals. Top MoneyTrax P. O. Box 2702 Mandeville, La. 70470-2702 Phone: (985) 674-7842 Email: moneytrax@charter.net Website: www.moneytrax.com MoneyTrax, Inc., and the “Circle of Wealth” system were founded in 1994 to help financial services professionals significantly improve the level and quality of communication with clients. The core business of MoneyTrax is to facilitate, develop, and distribute innovative programs that more effectively identify and explore the negative impact of wealth transfers in the building of wealth. Current programs take potential clients from the introductory meeting through a range of discussions on the various types of wealth transfers and process-oriented solutions. These discussions include but are not limited to taxes, qualified and non-qualified plans, mortgages, the accumulation and distribution of assets, and the overall wealth-building process. While there are many software and sales tools written for the agent or financial advisor, there is little available in the financial services industry written for the client. The “Circle of Wealth” System created by MoneyTrax aids the representatives in communicating with their clients Top Newkirk 15 Corporate Circle Albany, NY 12203 Phone: (800) 525-4237 Email: info@newkirk.com Website: www.newkirk.com For more than 30 years, Newkirk has been a trusted resource for the marketing communications tax, financial, and retirement plan professionals depend upon to grow their businesses. Our high quality, dependable printed and electronic booklets, brochures, newsletters, and presentations have helped thousands of professionals easily and effectively educate their clients and prospects on topics of importance, while promoting their businesses. Our writers are financial specialists who understand your business and your specific needs – CPAs, CFPs, and attorneys. Our award-winning creative services team has years of experience working with financial firms large and small. Newkirk offers innovation in publications management. Newkirk offers efficient online publishing systems for financial professionals and institutions alike. Top The Newsletter Factory 601-1001 West Broadway Vancouver, BC V6H 4V1 Email: info@newsletterfactory.ca Website: www.newsletterfactory.ca The Newsletter Factory creates unique brand identities for North America's financial professionals. Whether they are in print or online, our customized marketing tools will help you retain existing clients, attract new clients, and build your business. Top Wealth Writers 5912 Mt. Rockwood Waco, TX 76710 Phone: (254) 776-5222 Email: wealthwriter@earthlink.net Website: www.wealthwriters.com Wealth Writers is a newsletter publishing and marketing communications service for financial planners, investment advisors and other financial consultants. As a content-based firm, Wealth Writers offers services through two main avenues: (1) Article Writing. Advisors can purchase articles for use in newspaper columns or to feature in the newsletter they publish on-site. (2) Newsletter Production. We produce custom client newsletters that combine your business identity and personal writing with our ghostwritten stories. You choose publication name and the information you will feature in it. We design your newsletter to suit your strategy and style of communication—and according to your desired level of involvement. Top Zip Drip Phone: (360) 574-2400 Email: sales@zipdrip.com Website: www.zipdrip.com Instant Email Newsletters For Insurance Agents. Sell More Insurance, Get Rock-Solid Retention and Completely Dominate Your Market With This Automatic Email Newsletter System – in 5 to 7 Minutes Per Month! Let ZIPDRIP email a fascinating, money-making newsletter to your clients, prospects, VIP’s once a month – every month! Let ZIPDRIP personalize every single newsletter – so it looks and feels like it’s coming from you...thoughtful, caring – and captivating! Four proven NEWSLETTERS to choose from: P&C Commercial or Personal Lines; Life/Financial Planning; Health/Benefits – or choose all four! Written for you! |
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