Communicating with clients on a regular basis has never been more important and we believe that ClientsFirst offers one of the best solutions in the market via its MailFirst offering.
There’s a range of options depending on how much you want to do yourself, with your own content, and how much you want to draw on the MailFirst content and advice. The packages include training and tele support. It’s all designed to make professional marketing easier.
What do advisers say about MailFirst?
- “We realised more is needed than quarterly investment reviews and a yearly strategic review to maintain client relationships in the modern world”- Stuart Knight, Director, Miller Knight
- ‘MailFirst has made connecting with our clients really straightforward, and the team’s highly responsive approach enables us to move quickly’ – Kathy Roe, MFP Wealth Management
‘ClientsFirst certainly make an important difference to our business and save us a considerable amount of time each month. Their knowledge of the sector and understanding of our business means that our communications are relevant and engaging. A refreshing approach’ – Andrew Garrido, Pacific IFA
More Details and Subscription Options can be found here>>
To find out more or to start your MailFirst account, get in touch with ClientsFirst on 0845 303 77 88, by sending an email to [email protected] or by visiting www.mail-first.co.uk and make sure you mention Adviser Home to receive your discount.