I've been a member of InTouch for many years. I recently added the Social Media application to my marketing membership. The team built my Facebook, LinkedIn and Twitter profiles and worked with my BD compliance department to obtain approval without me having to be involved. I chose to post to each site twice per week which is automated for me... the visibility for my practice has been fantastic and it doesn't require any work on my end. I always assumed social networking would be a time drain. The InTouch team understands financial advisors' needs and has been a tremendous support as I grow my practice.
I recently transitioned my book of business to a new broker/dealer. Because I was busy moving client accounts, I didn't have time to personally send a letter to my contacts informing them of the move. The InTouch team prepared a 3 part email campaign to my clients, prospects and COIs. The first email explained my decision to transition my practice. The second email detailed the improved client experience at the new broker-dealer followed by a 3rd email reminding clients to send back their paperwork if they haven't already. All emails deployed in my custom email template which has buttons to view my website and LinkedIn profile. Clear communication was a key component to my successful transition and I couldn't have done it without the help of InTouch.
InTouch is the best referral generating system for my practice! I cannot tell you how many times my clients forward my weekly emails to their family and friends. This gives me more exposure than anything I can do myself.
My client appreciation event went off perfectly! Everything was so professional and my clients and guests all commented on what a great night they had. My staff worked hand in hand with InTouch the entire time and found their help invaluable.