Want to Stay in Touch?

Here’s the cold hard truth: The success of my practice is dependent upon my clients’ success.  The more they succeed in building and protecting their wealth (or mini empire), the harder I have to work to ensure we are covering all facets of their plan.


For a business to grow, it needs to keep existing customers while reaching out and gaining new ones.  What’s an easy way to do this?  An email newsletter!!


To help my small business clients maintain contact with their existing clients and prospects in an efficient and professional manner, I would like to introduce you to the person who helped me set up mine.  No, it’s not Constant Contact®…it’s something more customizable and much more personal.


If you find value in receiving my newsletter, that’s great!  Now, imagine creating and sending out a newsletter to your own client base just to provide a reason for them to think of you.  Getting out from behind the desk can yield great results.  But when you’re tied to a phone, emails, files, meetings, and other minutia, you need to keep an advocate out there for you.


Using a roofing contractor as an example…If we’re coming into the windy fall season, you could talk about how wind can damage the roof and what you can do to minimize irreversible damage.  Then, you could talk about mitigating water damage during the rainy season BEFORE the rains start.  Finally, a roofer could talk about insulating the attic during the cold and hot months of the year or even adding in an attic fan to save you energy costs.  See…even a roofer can use a newsletter!!


Let me know if you’d like a personal introduction to my contact.  They are the nicest people in the industry…you can thank me later!