Email marketing, commonly referred to as SPAM, is surely NOT a way to get clients. It’s a way to ruin your good name and make people hate you. However, we have to consider email as a contact method that we can use. No doubt that some communication with existing clients will occur though email, but also we can use email to communicate and find perspective clients.The main way to find clients with email is through a email newsletter or email magazine or ezine for short. Perhaps you already get a few of these. I do. I get them from people that have something interesting and helpful to say on a regular basis. Yes, they are also trying to sell me something but I am willing to trade being open to a sales pitch for their content.
Educating workers on the concept of a 401K
There is a great need for educating workers on the concept of a 401K. But the problem is that it’s really difficult to get paid for that education. Adults are situational learners and they care less about preventative measures that current problem solving. The 401K company often does some things, but usually not enough because the money is in setting up more companies, not in educating the ones they already have.
Advantages of your approach
Advisers should differentiate themselves through their approach to planning. Sometimes we take it for granted that everyone does basically the same thing and we forget that we are actually different, sometimes quite a bit different. This difference can be used to our advantage. You need to spell out how you work with clients, the advantages of your approach, and why it should be clear to your ideal client that you are exactly what’s needed.
Dr. Douglas Rice 