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Has anyone used Smart Asset for lead generation?
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Very quick email (personal) every 2 months.
I send firm material once a quarter - Investment Strategy Quarterly. I am too lazy to try and create something and have compliance approve it for the size of my drip list.I call (and email if they don't answer) every six months.I need to do something better though. I feel my follow-up is lacking as it seems most are LONG drips (some been dripping on 3+ years).
I have a large drip list that I try to e-mail every few weeks. Blog posts, articles I find, portfolio updates, economic updates, etc.
I send Marketing on Demand (monthly), this is not personalized. I also send “after the close” on days of extreme volatility. This has a more personalized feel to it.
"Monthly" update every 4 months -so far no one has commented about the frequency or lack there of
I send 8 email newsletters a year. Sent one out Tuesday morning at 4am.