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CELEBRATE THE HOLIDAYS

with your entire client base
(Just $2.25/inc postage)

THANKS FOR...

meeting, attending, business...
(Just $1.75/inc postage)

24T PROGRAM

drip...drip...drip
(As low as $1.75/inc postage)

HAPPY BIRTHDAY TOO...WHO?

to your entire client base
(Just $2.25/inc postage)

When potential clients are selecting an advisor, in addition to trust and a good track record, they are also looking for customer service, specifically personalized service.

 
That's not all. Besides high fees, the main reasons clients switch advisors is poor service and lack of personal attention. In fact, for millennials, lack of personal attention is the #1 reason they have switched advisors.
qualtricsXM

"Kim’s been GREAT to work with for the past decade plus, NEVER had an issue and everything gets to where it is supposed to at the right time." Jay K.

There's another reason to care about providing your clients with personalized service. It's because those clients have family, friends, neighbors...all of whom are potential clients as well.

92% of advisors say that referrals are their best source of new business. 

OutboundEngine

Personalized service is where we come in. We make it incredibly easy to reach your clients at important moments. Our mission is to:

  • help you build a positive response from your clients.

  • earn you referrals.

  • watch your business grow.

"Excellent, thanks Kim! The feedback is great as I have already received a couple thank you's, from NEW relationships!"