Last month, I outlined several ideas to help you streamline and automate your marketing and client communications campaigns.
I made the case for staying in touch with clients and prospects (including strategic partners and centers of influence) and profiled two smart advisors who are using a continual stream of communications to build share of mind and retain loyal clients.
This month I'll provide tips on finding free and/or inexpensive solutions to creating or purchasing ready-to-customize content for your marketing and client communications campaigns.
Easy Communication Resources
One of the least expensive options for obtaining communication material is from your friendly wholesaler. Firms such as Prudential and Oppenheimer have material that is already written and approved by FINRA for use with clients.
One of my favorite client-ready pieces is a series of financial planning articles produced by a third-party asset management platform (a TAMP). Iron Point Capital Management writes a great one to two page article, in layperson terms, on various human interest topics, called FocusPoint.
FocusPoint articles in the past have included ideas on how to teach your children about money and strategies for the Sandwich Generation on ways to deal with daily stresses and demands. These articles, as well as economic commentaries and audio podcasts called OnPoint, can be downloaded for free from their public website.
Many broker/dealers also create material that advisors can use with clients. Securities America, for example, creates a weekly economic and market update that advisors can co-brand and e-mail to clients. Raymond James, Commonwealth, LPL Financial, Cambridge and other broker-dealers — as well as the big custodians (Schwab, Pershing, Fidelity and TD Ameritrade) also offer turnkey resources.