Do you want to build an email list? Would you like an email subscription signup form on your website? The best way to do this is to create an account with an email marketing service. MailChimp Constant Contact Vertical Response These vendors offer free trials or pay-as-you-go plans that fit within small budgets. Mailchimp.com offers […]

LinkedIn – receives approval from many Compliance departments at broker-dealers and RIAs Twitter – often Compliance approved, but requires a constant flow of updates due to heavy volume of traffic; Facebook – harder to market without paying for ads Google+ – smaller user base than other sites.  Posting can help you improve your Google search results. […]

Online scheduling services can help you manage your calendar.  A button or link can is put on your website –  or in your email. Prospects or clients click the link to see your calendar and select an open time slot.  You are automatically notified when a new appointment is added to your calendar. Appointy Booker […]

These online services can be easily integrated into your website to provide free risk questionnaires for prospects. They include built-in features for gathering email addresses: Riskalyze PocketRisk Rixtrema

GOOGLE VAULT Google Vault lets you retain, hold, search, and export your organization’s mail and chat messages. You can also search and export your organization’s files in Google Drive. Vault is entirely web-based, so there’s no need to install or maintain any software. Vault is included with the G Suite Enterprise or Business or Education […]