There’s a lot of talk about the opportunities for advisers created by the “advice gap” - but are these “orphaned clients” going to walk through your door? Probably not, so how can you find them?
- Decide on the profile of the clients you’d like to attract
- Contact them in good numbers, on a regular basis
- Try a range of approach communications
- Refine your targeting based on the experience you gain
How?
Consider these subscription packages from Royal Mail (their Simple Ways to Grow initiative)
The packages offer:
- Up to 1000 consumers contact data each month – you specify based on location, age, gender, income and more
- A quality mass email system – with an allowance for 1000 emails per month - with flexible design templates and excellent management information in built
- Data selected can also include business or company data
And content ?
Adviser Home has created three model email approaches for you to try, and adapt as you wish. If you’d like to receive these just let us know at [email protected] - there is no charge!
Why not try today?
Adviser Home is the appointed associate for Simple Ways to Grow. Be sure to quote A01 when starting your subscription. Please note that there is no commitment beyond the first month.
