Is Your Current Marketing Tool a “Jack of All Trades, Master of None?”

We know that people require a certain level of trust to allow a financial advisor to manage or assist with their money … and it takes at least 7 interactions with an advisor before they seriously consider doing business with him or her.

And while email marketing remains the most cost-effective way for advisors to reach customers directly – in fact, for every $1 you spend on email marketing, you can expect an average return of $40 – it’s easy to see that finding a truly great digital marketing tool is crucial to business success.  

You may have tried a variety of services that promise to magically complete a vast variety of tasks for you in addition to bringing clients through your door … but in reality, have you found them to do all that they claim? Many advisors report that the higher-cost platforms actually do a mediocre job at accomplishing their goals …

If this speaks to your personal experience – you are not alone. Thousands of advisors – even those who also get a “free” service from their home office, have kept, or are going back to the tried-and-true company that started digital marketing back in 1999 – e-Relationship.  

Every bit of e-Relationship content has been developed by advisors, for advisors. Our founder, Robert Krumroy, knew that becoming truly great at something required a different level of understanding and a deeper focus. He affirmed Albert Einstein’s belief that: “Only one who devotes himself to a cause with his whole strength and soul can be a true master. For this reason, mastery demands all of a person.”  

e-Relationship became #1 at generating high quality leads and prompting responses that turn into appointments. We have never tried to be everything to everyone, knowing that it takes courage to find one thing, and commit to doing it with excellence. Many “financial marketing firms” who dabble in dozens of segments have created gadgetry that certainly looks impressive but has nothing to do with actually selling financial products. e-Relationship chose to develop and continually improve a tool that is easy to use, deftly generates hot leads and prompts winning responses.

How? Because we know that building a real relationship with the individual person is the only thing that really works. We harness the facts, figures and stats to show you how your campaign is going so you know what to tweak and how to best target your market. We offer an automated platform full of robust digital content resulting in 3 X more responses. In addition to e-Cards, e-Storyboards, e-Videos and e-Checklists, you get Weekly Market Reports, e-Relationship Social Media posts, e-Relationship Advisor Websites fully linked to our digital marketing, and all the bells and whistles you need to succeed. And all for an incredibly fair price that is less than half the cost of our competitors.

How can we charge less and do more for your bottom line? Because we don’t believe in billing you for over-the-top overhead like AI development and banking software you aren’t going to use. You can really answer the question for yourself. How does all the elaborate data and fancy AI in the world do YOU any good as an advisor if you can’t harness it into a new or current client sitting in front of you, buying a product? We believe in doing one thing really, REALLY well — generating high quality leads in real time. Like no other digital marketing tool, e-Relationship uses emotion and credibility to invoke likability and build trust with the recipient. Each email reminds the client or prospect that they are dealing with a friendly, reputable, human advisor — not a corporate machine.

This is the simple but powerful way we have proven to be #1 in digital marketing and prompt responses that turn into appointments for the financial services industry for 24 years.  

See how it works here:  

Learn more about our low pricing here:  

Want to debunk the excuse that prospects are hard to find and/or appointments are hard to get? Find out where prospects are plentiful, here:

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