MARKETING TO CONSUMERS: Making the Most of Your Time Prospective Client Marketing Metheds

King, Rebecca
June 2009
Journal of Financial Planning;Jun2009, Vol. 22 Issue 6, Special section p12
Academic Journal
The article offers information on the methods used by financial planners to establish connection and sell its products to customers in the U.S. Because of the tough economic situation, majority of them make use of their time and tools effectively and efficiently. Research shows that several advisers use personal methods of marketing to attract probable clients including telephone calls, meetings, personal electronic mails (e-mails) while a third of them utilizes electronic newsletters to help educate consumers.


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