Communicate with your clients
each month by selecting an
automatic marketing program

Keep In Touch Marketing Programs

Successful financial advisors know that in order to build strong client relationships, they need to stay in touch on a regular basis. What you may not know is that during periods of economic uncertainty, the need to stay in touch more frequently and calm the fears of your clients is not only important, but imperative.

Experts recommend communicating with your clients as often as 18 times per year. Sure, an annual meeting or a periodic phone call is essential, but what are you doing the balance of the year to keep your name and face in front of your clients? If you don't keep in touch with them regularly, someone else will.

Our "Keep in Touch" product suite gives you the tools to be proactive and communicate relevant and timely financial news to your clients.


Marketing Program

Automatic programs to keep you in front of your clients all year long

Build Your Own
Marketing Program

Create a custom program that meets your client communication needs

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