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OTHER TOPICS
If you have anything you want to share, maybe it’s an issue which makes your blood boil, or it could be something which concerns you, but hasn’t seem to be picked up on by others in financial services; let us know.
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Lenders must call off this witch hunt against brokers....As an independent network consultant I am becoming increasingly concerned with the number of “witch hunts” undertaken by lenders.....read more
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In an Ideal World!
Ideally you should aim for some sort of contact at least every three months. This isn’t always easy and you can tend to run out of things to say, so this is where a newsletter comes into its own. This can be as simple or as complicated as you like, I’ve seen both types and both have arguments for and against them. The professionally produced, printed version can help to make you look professional and will always contain up to date articles, some of which may well be relevant to your clients. The personal letter version on the other hand is more intimate and can be better at reinforcing the bond of friendship between you and the client.
I say can however, because if you go down this route you have to make a brutal evaluation of your writing and communication skills. If you aren’t so hot when it comes to the written word, don’t be afraid to outsource, persuade or bribe a friend, partner, or member of your family to do the job. Just give them a broad outline of the issues and points you want the letter or article to cover, and remember keep it loose and chatty, not official or prissy.
Alternately if you don’t mind paying out for a more professional newsletter, Bluestone publishing produce a printed one for an initial £199 + vat, or £49 + vat for a PDF version if your clients tend to be on the high tech side, or you conduct a lot of Internet business.
If you have the client’s email address information included in your factfind, another possibility of course is to use a professional email client such as Mail chimp or Icontact. I’ve used both and I must admit, of the two Icontact seems more intuitive, but maybe that’s just me. The good news is that they both allow you to open a free account, which is only limited in the number of people you can send the email to, so just give them a go and see which is best for you!