The system that Builds the personal Relationship!
In today’s hyper-competitive prospect environment, the long-term success of an advisor is dependent on more than your company’s reputation. It is built on the advisor personally establishing, nurturing and maintaining a meaningful relationship with existing and prospective clients.The key is multiplying this process exponentially and continuing to do this month-in, month-out. This ensures you are ‘top of mind’ when each of your prospects and clients are ready to take action. E-Relationship’s genius lies in a multimedia communication strategy. Relationships are built and strengthened via the automatic delivery of several ‘touch-points’ throughout the year. Each ‘touch point’ is a personal and compelling message received directly from the advisor.