Recommended Tools
We have been using Constant Contact as our primary e-mail marketing tool for over 5 years. Their e-mail marketing, social media marketing, event marketing, and online survey tools help us grow our practice by building stronger client relationships. More than 450,000 small businesses, nonprofit organizations, and member associations worldwide rely on Constant Contact’s easy-to-use, affordable online tools to create and deliver personalized, professional communications.
As a Platinum member, we load compliance approved content directly into your Constant Contact account every week.
Click here to start your 60-day free trial.
Would you like to begin using a dictation service but don’t know who to trust? To make things easy for you, Platinum has formed an alliance with Mobile Assistant. Mobile Assistant offers an easy, fast, secure, and accurate method for documenting client interactions and meeting details. Mobile Assistant also integrates with Redtail, making it even easier to transfer dictated notes into Redtail. READ MORE about the importance of using a transcription service on our blog.
Visit www.MobileAssistant.us/Platinum, or call 888-373-1916. Mention or enter the promo code PLATINUM to receive a 25% discount.
In our office, we use RedTail as our CRM. We have found it to be cost-effective, functional, and user-friendly. Redtail helps financial professionals by providing tools for client management, sales automation, client support, and marketing automation.
You can request a 30-day free trial here. If you are a Platinum member, they will activate the workflows, checklists, and procedures that we have already built for our office.
We use CallFire to send occasional messages to our clients promoting upcoming events. Quickly record a message and upload your phone list, schedule a time and date for your message to go out, and CallFire will place thousands of calls to your clients and customers at speeds of over 50 calls-per-minute (Increased speeds available by request). You can even include a transfer-1 option for instant connections back to your office.
You can learn more about CallFire by visiting their website.
If you like our on-hold music and informative messages and would like something similar for your office, we recommend Illinois Audio Productions. You can contact them toll free at 866-427-8642, or visit their website.
Want an engaging speaker for your next client event? We used Dr. Jack Singer to speak to our clients and his presentation titled How to Live Much Longer than Your Kids Hoped You Would, was extremely well received.
Dr. Jack holds a doctorate in Industrial/Organizational and a post-doctorate in Clinical and Sport Psychology, and has taught in the Psychology Departments of seven universities, including the U.S. Air Force Academy. He is a sought after author and media guest who appears frequently on MSNBC, CNN, FOX, ESPN, and radio talk shows throughout the United States and Canada. He has been a repeat guest on the Glenn Beck Show on CNN.
Jack’s passion is inspiring, energizing, and motivating people to positively impact their immune systems so they can add life to their years and years to their lives!
You can reach Dr. Jack at (800) 497-9880 or by visiting www.funspeaker.com
Over the years, we have tried many data providers, but have found the quality and reliability of alesco’s data to be the best.
Alesco Data Group is an integrated direct marketing services company providing mailing lists, data and related services for direct mail, e-mail, telemarketing and voice messaging campaigns.
If you would like assistance compiling a prospecting list of your own, contact Angie Trivette (866-652-5008) or Jessica Burt (866-374-5004). Don’t forget to let them know Platinum sent you so you can receive your discount.