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Gorilla CRM Message Strategy

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Most financial advisors find "It's easier to re-write than it is to write." Our 2800 letters, scripts and emails make the process of "staying in touch" as easy as possible.

Most financial advisors find "It's easier to re-write than it is to write." Our 2800 letters, scripts and emails make the process of "staying in touch" as easy as possible.

Published in: Economy & Finance

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Transcript

  • 1. BILL GOOD MARKETING®
    How a coordinated series of Letters and Emails create and sustain Top of the Mind Awareness
  • 2. Bill Good Marketing Messages
    Build relationships
    Create goodwill
    Build a trusted Financial Advisor identity
    Increase referrals
    Educate clients
    Bring in new business
    Improve client retention
  • 3. Client Education Letters
    Anniversary Letters
    Condolence Letters
    Pre-Retirement Letters
    Over 2800 Letters and Emails
    Birthday Letters
    Get Well Letters
    Holiday Letters
    Seminar Invitations
  • 4. Build Relationships by Participating in Family Celebrations and Events
    Birthdays
    Awards
    Anniversaries
    Deaths
    Births
    Holidays
    Graduations
  • 5. Birthday Letters
  • 6. Condolence Letters (Even for Pets)
    Dear Juan,
    I am so sorry to hear about the loss of your dog and I wanted to extend my deepest condolences to you. I want to share with you a poem written by Jenny Good.
    For My Friend
    I wish you well
    Wherever you go
    May there be holes to dig
    And Frisbees to throw…
  • 7. Holiday Letters
  • Anniversary Letters
    For milestone anniversaries
    1,5,10….60
  • 12. Congratulation Letters
  • 13. Build the Financial Advisor’s Identity
    • Caring Person
    • 14. Good Citizen
    • 15. Industry Expert
    • 16. Trusted Financial Advisor
  • Good Citizen
  • 17. Caring Person
  • 18. Client Review Letters
  • 19. Lead Management Letters
  • 20. Seminar Invitations
  • 21. Hundreds of letters approved by national, regional and local firms.
  • 22. THE END