“Only 24% of investors who have contact with their advisers once a year or less called themselves very satisfied, compared with 63% who had more frequent contact and described themselves as very satisfied.”
—-Source: Northstar Research & brand Firm Sullivan Survey of 1290 investors with $100,000 or more in investable assets as reported in Investment News April 21, 2011 edition.
What are you doing to secure AND attract client relationships?
Mid Atlantic Capital Group is pleased to announce that they have secured an arrangement with Platinum Advisor Marketing Strategies to provide you a complete practice management and marketing solution to help you attract and retain high net-worth clients. We also negotiated a significant discount from Platinum’s rack rate for MACC registered representatives who elect to adopt this proven system.
From professional marketing pieces to practice management tools, here is a service designed by financial representatives for financial representatives. Why reinvent the wheel when you can partner with a professional who practices daily what they preach and at a fraction of the cost?
If you are interested in learning more about Platinum please contact Jill Spiker at Mid Atlantic at 800-693-7800 who will arrange for information to be sent to you, or arrange directly with Platinum an on-line demonstration with:
“…the most satisfied affluent clients averaged at least 28 contacts (in person, by telephone, by mail and by email) with their advisors in a one-year period. Very dissatisfied affluent investors, on the other hand, averaged only 17 contacts over the same period.”
—-Source: CEG Worldwide Study of Affluent Investors
Securities offered through Mid Atlantic Capital Corporation, member FINRA/SIPC. Advisory services offered through Mid Atlantic Financial Management, Inc., a registered investment adviser. Trust services offered through Mid Atlantic Trust Company, a non-depository trust company.