Identifying new clients that fit your ideal customer profile is a challenge every business owner struggles with. Our Automated Marketing Program is a turnkey solution that helps you target the individuals and families that best fit your business through our refined data sourcing model. This program will generate more qualified leads for you each month.
Stay at the forefront of your client's mind with our NEW multi-channel 12 Month Marketing Program. Upload your client list and we take care of the rest! Each month your clients will receive a piece of mail from you, customized to your brand. From our informative and educational newsletters to referral requests, these pieces are designed to catch your client's attention and keep them in touch with you, their trusted advisor.
This turnkey solution is perfect for an advisor just starting out or for an established firm that wants to automate their client marketing. Each touchpoint is personalized with your photo, logo and contact.
Let's Talk Financial Wellness® is designed to support you as the trusted financial professional and your team of professionals. With this program you will increase brand awareness, client engagement, and sales opportunities.
Let's Talk Financial Wellness® delivers valuable life insurance and financial services content through four versions, which allows you to target each customer and prospect with relevant information.
Stay connected with your clients and prospects through multiple delivery formats to ensure
you stay top-of-mind for life-changing events as their trusted financial professional.
Personalize your newsletter with your color photo, contact information, and branding.
You can target each individual through the multiple versions available; Standard Financial,
Retirement Planning, Legacy/Insurance Planning, and Small Business.
Consistent and frequent communication with your clients is the key to building relationships.
Focusing on client retention will build stronger relationships, and grow your business.
During times of uncertainty, being there for your clients can help build stronger relationships as you help them navigate and stay focused on their long-term goals.
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Direct mail as a communication tool delivers many benefits that help solidify and build strong relationships.
A successful marketing campaign requires a strategy that delivers frequent and relevant communications.
A solid marketing strategy will deliver communications across several channels, such as direct mail and digital, to increase engagement and response rates.
Q: How do I manage my mailing list each month for the 12 Month Marketing Program?
A: Simplicity is key. We've created a master mailing list under the 12 Month Marketing Program within our Online Customer Service (OCS) platform. Your master mailing list contains all address information and can be edited at anytime. For more details on how to edit your list, check out a video at How to Edit Your List
Q: I noticed that I can choose different topics for certain touch points, such as College Planning, Insurance or Retirement Planning for the July post card. How do I make that selection?
A: When you enroll, you'll have the opportunity to make the selection on the enrollment form. You'll also be able to change your selection up to two weeks prior to the distribution month. For example, with the July postcard you would need to contact us by mid-June with any changes.
Q: On months that have a direct mail piece and eNewsletters, will I be billed twice that month?
A: No, even though there are multiple touch points within that month you will only be billed for the direct mail touch point that month. We used this blended rate pricing model to help distribute the costs evenly throughout the year for you.
Q: I really like sending the Let's Talk Financial Wellness® newsletter to my clients every other month. However, I noticed that with the 12 Month Marketing Program the December touch point is a holiday card. Can I send the January/February issue of the newsletter instead?
A: Yes. If you would prefer to have the January/February newsletter mailed to your clients instead of a holiday card, we can do that for you at no additional charge. Contact customer service to request the change.
"powerful tool to stay in touch..."
For the past 20 years this newsletter has been a powerful tool to stay in touch with my clients in a positive and beneficial way. Over the years I’ve received many comments that people are actually reading this newsletter and appreciate hearing from me on subjects of interest to them. For many years I mailed the newsletters myself but discovered that the mailing service offered is professional and actually saves me money.
-Candy Trask
"gave my business enhanced credibility..."
I have been using “Let’s Talk Financial Wellness” for practically the entire 18 years I’ve been in the business. Initially, it served as a nice talking piece with clients during meetings and over the phone. This gave my business enhanced credibility while just starting out and continues to do so even today. The articles provide great educational and applicable content to everyday life while keeping my name and contact information ever present. These consistent touchpoints have added additional value to my advisory clients. I’m excited to now be adding the electronic newsletter to a greater segment of my client base and hopefully build deeper relationships with non-advisory clients.
-John Dugas
"easy and very inexpensive to help me market my business…"
When I moved offices I was looking for a way to get my name out to unaligned and existing clients that have not had annual reviews. LTM Client Marketing made it easy and very inexpensive to help me market my business in a professional manner. Over the last year and a half, I have made many changes to what I wanted and how I wanted my marketing to go. The LTM Team has been very helpful and flexible with all my questions and changes. My business is ever changing and the LTM Team is even asking me what I want to accomplish and how they can help. They have made marketing my business easier! Give it a try, you will not be disappointed with the newsletter, content and the exceptional customer service!
-Thomas Wood
LTM Marketing Specialists LLC
236 Broadway
Albany, NY 12204
1-800-243-5334
