The role of the Independent broker/dealer has
quickly changed from that of a simple fulfillment house, devised to process
trades and commissions, to a full-service partner providing business building
solutions and training to its Investment Professionals.J.W. Cole clearly understands the need to
provide turnkey, effective and affordable marketing ideas and programs that
equate to successful financial services practices.
Customer Relationship Management (CRM) through JWConnect™
Having quality correspondence to send to your
current and potential customers does no good if there is not an easy and
affordable way to distribute it.Through JWConnect™ CRM you can easily communicate individual or mass electronic
messages and campaigns, measure their effectiveness, and easily convert leads
into customers.
Website & Graphic Design
Through strategic partnerships with the industries
top design companies J.W. Cole will assist you in the development and
implementation of a web presence.You will have the flexibility to choose between a plug-and-play
simplified website with our preapproved content or a full-scale customized graphic
and web design package tailored specifically to the brand you are looking to
build.Regardless of your personal
ambitions and time commitment, you will have our support and resources in
creating a web presence that represents and portrays your image.
Pre-Reviewed Client Communications
Being able to efficiently communicate with current
and potential customers is a challenge that many Investment Professional
struggle to balance.Long ago, J.W. Cole
recognized this disconnect and partnered the well-known brand builder, Peter
Montoya and MarketingLibrary.net, to assist our partners with this
dilemma.The results have been
phenomenal!
In addition, through JWConnect™ you will have access to a library of pre-reviewed customer correspondence, advertisements and seminar pieces.
There are many other important and valuable
resources that J.W. Cole has readily available:
Client & Prospect Newsletters
Sales Ideas & Practice Management Tools
Pre-Approved Seminars
Affordable TV and Radio Advertisement
Opportunities
