During these unpredictable times, a positive relationship between Financial Advisors and their clients is imperative. In-person meetings have been replaced by video calls, networking events aren’t happening and handshakes are a thing of the past.
This added layer of complexity compounded by the fact that clients expect clarity on what’s happening in the market, to help calm nerves, and to set realistic expectations for their financial future.
Armed with the right technology, you can keep your clients engaged and feeling good about your relationship as their advisor. Email marketing platforms can help wealth management firms communicate effectively, efficiently, and with that added personal touch.
Many platforms integrate directly with CRM technologies. Here at Junxure, we partnered with Constant Contact to deliver an online marketing tool designed to help financial advisors and wealth management firms reach a wider audience without breaking their marketing budget.
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