With our CORE4MULA system, Advisors can automate and manage prospect and client relationships more easily than ever… and stay on top of all the critical communications needed to more prospects and clients forward.
Here’s how the CORE4MULA System works:
1) We identify your ideal client
2) We develop for you a lead magnet offer (or utilize your existing one)
3) We build a customized email campaign, speaking directly to the needs and desires of your ideal client
4) We develop marketing assets (as needed) like online ads and landing pages
5) We launch, manage, and optimize your ad campaign
(…and, of course, we work with you and your compliance department to ensure all materials meet the appropriate standards)
The CORE4MULA System is based on email and relationship management campaigns including the following foundational elements: