The Source for Your Practice Development Solutions

Financial Planners

How To Grow Your Practice Intelligently

The financial services industry will never be the same. During the last decade, the ranks of individuals and institutions offering financial services have swelled beyond expectations. Deregulation has led banks and thrifts into the field. Discount brokerage houses continue to spring up. And many accounting firms now offer comprehensive personal financial services to their clients.

The threat is real—and the pressure will continue to increase. How will you keep meeting these challenges? How can you survive, grow and profit in today’s hotly competitive climate?

Not every practitioner is comfortable with the idea of aggressive marketing and advertising. But what is the alternative?

There is one ideal solution: a client newsletter.

A newsletter keeps your name in front of clients and prospects on a regular, systematic basis. It is a quiet, thoroughly professional practice-development approach. A technique that positions your practice as unique, gives you a solid competitive edge and delivers a steady stream of new business and new clients.

But if newsletters have all these benefits, why don’t more practitioners use them?

The answer is simple. Writing and publishing a newsletter regularly can be an overwhelming undertaking. It is expensive, time-consuming and hard work.