{ "media_type": "text", "post_content": "I write letters to clients on various topics/updates. It would be more convenient to e-mail them instead. Do any of you do this? My B/D won't allow constant contact, so I'm looking for alternatives.", "post_id": "5ad82d40feab6975780f89dd", "reply_count": 5, "vote_count": 1, "bowl_id": "599feb177c057d0010be0554", "bowl_name": "Financial Advisors", "feed_type": "crowd" }

I write letters to clients on various topics/updates. It would be more convenient to e-mail them instead. Do any of you do this? My B/D won't allow constant contact, so I'm looking for alternatives.

like
Posting as :
works at
You are currently posting as works at

I write stuff then use my crm to email.

like

Vestorly. It will also send content to your social media accounts. It is designed specifically for Advisors

like

Marketing Pro

Try Advisorstream

Just get approval fm compliance for each mass email you plan to send in advance

Additional Posts in Financial Advisors

Hello Everyone!

Ever since Barton F. Graf's closing at the end of last year, I am still searching for my next full-time opportunity (ideally within advertising); thus if you or anyone within your network is looking for someone like me (ie seasoned finance & operations business partner for creative agencies), please let me know as any and all help at this point would be greatly appreciated!

Kind regards,

Jake

#Advertising #JobSearch #CFO #HeadofFinance&Operations #DirectorofFinance&Operations

like

Anyone bullish one SQ and ROKU?

like

What is tcs bgc policy.. for how much previous years they will check

like

For the BDRs or AEs out there - what does your manager expect daily/weekly when it comes to activity metrics?

like

Hello - need a sense check here. This price feels a bit steep - can anyone chime in? 14x13 cover with 14x18 concrete expansion. Al concrete (including current) will be stamped.

Post Photo
like

Former Deloitte tax employee here… are there any current consulting university recruiters or employees who would be willing to connect with a Northwestern University sophomore who is interested in internship/career opportunities? She is an Econ major who reached out to me through our Alumni network. I would love to help her out and give back to the NU community. Feel free to DM me.

How has dating been this academic year at your school? Or is everyone too focused on recruiting and classes

likefunny

I entered law school in my late 30's as a second career. I have strong pre-law experience (Executive of small company, 60 employees, $4m budget, MBA, etc.) and law school credentials (Top 10%, Managing Editor of Law Review). I'm willing to make less coming out of school than I did before, but want to ultimately land as in-house counsel with a decent wlb and make $200k+. I'm looking for advice on the best path to get there and how long I can expect it to take.

like

Doing this once more... liquidating points, GCs and vouchers. 575k + $450 UA, 210k + $200 GC AA, 40k + $430 SW, 40k Alaska, 210k Hyatt, 280k Hilton. Several free nights (2 hilton any, 2 marriott <40k, 1 hyatt cat 1-4)

like

Any staple brands for a first year analyst’s wardrobe?

like

Hi fishes
my lwd is on 18th aug .
I have only 1 offer from TCS (4lpa)
Have 1 offer pipelined from Collabera 7.5lpa(i don't want to join because of extensive negative reviews)
Having 1 yoe in java,springboot, hibernate, microservices, angular, restful services.
Any referral would help me lot

What’s the best way to get to interview with Google? I have applied online you get only 3 roles to apply a year. Recruiter reached out and gave me two roles to apply but I hold it off since I felt less prepared. Should I go ahead and interview through her even if I am half prepared or is it not so impossible to get a referral? I am looking at data scientist and product analyst L4 roles with 2 yrs US and 4 yrs overall experience.

like

Feeling like a failure at home and work today... any words of wisdom on how to stay optimistic and motivated when it feels like you've dropped both balls at once?

like

Do people judge single women 25yr old+? People always assume I’m too career focused and that’s why I’m single at my age (26). But like... that’s not true

like

Hi Guys,

How to give answer of interview questions did you make any enhancement in yiur automation framework.
Thanks in advance!

like

What big 4 firm has the best wlb for risk?( i know theyre all not good but I know some are better than others)

like

FYI. Contact the LinkedIn contact in the post, not me . I’ve freelanced there. It’s a good shop with good people. Not a sweatshop at all.

Post Photo
like

Would you find it too much if a candidate asks for 10k more than what he was offered at first?

They are really interested in my profile. I was interested in the work so I asked the recruiter how much would I be paid and she said 60k. I feel like I'm stuck because it's a really good offer considering my skills and experience but I'm afraid if I start negociating and ask for more, it would be considered rude. Any opinion?

like

Has HCL Started Calling Employees to Office in a Hybrid Mode or Still WFH is a available option there???? Any updates on that.....

like

How did the Rogers outage in Canada impact you?

like

Additional Posts (overall)

Looking to go Indy...thoughts on LPL, Commonwealth & Cambridge ? 5 advisors with different types of books and all types of products we use.

like

What are the current base salaries like for financial advisors and wealth management program managers?

like

Married peeps, joint or separate checking accounts?

like

New to the business, need add'l $25k in GDC by 12/31 to qualify for a trip. I am door knocking for new clients and business. no addional GDC in the pipeline. Do you think this is doable?

like

I currently use Skype for business. Debating about adding webex but also considering gotomeeting. Anyone here use the latter two?

like

Forget all y'all insecure overachievers! I'm a complacent underachiever and proud!

likefunny

What do you use for billing? We have Black Diamond but it’s pricy.

like

“No offense you are the dirt below the totem pole” 😐 I am offended and am having a hard time shaking it off. Please tell me that someone else has heard worse

like

I call my A & some B clients once a month, rest of my B clients every 7-8 weeks, and C clients quarterly. I leave the rest VM/send emails but dont hear back. How much do you chase before giving up?

like

I'm looking to improve my communication skills to navigate a very political environment better (i.e. I need to be more diplomatic). Any books recommendarions are appreciated 💁🏼‍♀️

like

Do you believe that economic inequality is as bad a problem in the US and gloabaly as we are led to believe, and is a wealth tax a viable solution to the problem?

like

Hey everyone, I’m about to graduate with a Finance & an Info Systems degree. I don’t enjoy coding much so I’m a little timid about going in the tech field. I do love finance and my current internship at a financial firm but I’m a little lost on what kind of jobs I should shoot for straight out of college. Especially with the amount of jobs in Northern VA. Any suggestions?

like

Your thought are appreciated. Tomorrow I’m “chatting” with the board of directors of a local 501(c) 3 which is looking for the best way to earn some income AND have some liquidity for projects.

like

Any NPH advisors disenchanted with LPL ? Curious how the transition is working out for others?

like

Does anyone do radio spots? I'm thinking about coughing up the dough to do a 5 min market update in the morning during the major morning show here.

like

Looking to expand my knowledge beyond basic portfolio and planning but really not into full commitment of cfp. My junior advisor will be getting it. That said, what is a good way to learn/designation

like

Which of Nick Murray's books would you say is his best and why?

likefunny
likefunny

Best direct mail marketing company?

like

MoneyGuidePro or E-money? I currently use MGP and wonder if e-money is any better besides the client vault?

like

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
Download Fishbowl to see what others are saying
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the Fishbowl app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy.

Already have an account? Log in

New to Fishbowl?

image with Fishbowl logo and arms reaching out for a handshake

Already have an account? Log in

By continuing you agree to Terms of Use and Privacy Policy.
Messaging rates may apply

For account settings, visit Fishbowl on Desktop Browser or

General

Legal