Increase the flow of qualified referrals from nontrust bankers and directors with twice monthly e-mail communications.
Start each month by sending an engaging one page Trust Brief that reminds nontrust bankers about the benefits of your services and the importance of making referrals. Accompanying the Trust Brief is a message from you that calls out the key sales points to look for.
A Stay In Touch memo is delivered mid-month, providing a profile of a trust or wealth management prospect and additional suggestions on how to spot and refer prospects.
The messages are editable so you adapt them to your exact needs including references goals and reward programs.
* Versions available for trust divisions and wealth management groups.
Price: $880 per year.
For more information and samples, click here.