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ADVISOR WEBSITE
Post your Professional Profile, Pictures and Videos Client Access to their accounts: View Only and/or Trading Privileges Financial Advisor Blog and Value Added Links Promote your Seminars and Events Financial Calculators for Clients, Client Document Vault, and more…
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ASSOCIATES ONLY SITE
Pre Approved FINRA Client Presentations and Seminars FINRA Approved Marketing Literature and Client Letters Presentation Manuals, Client Applications, Forms, Money Concepts University and the Money Concepts Store Compliance Information and More…
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EMAIL
Money Concepts Personal Email Address accessible on your desk top and everywhere via webmail. Captures and archives all of your electronic correspondence for compliance automatically.
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EMAIL MARKETER
A professional email marketing system that enables you to systematically conduct marketing campaigns. You can create marketing templates for newsletters, send flash videos, advertise your seminars and events, send custom invitations and appointment reminders, and so much more. The possibilities are endless. With this technology you can manage client and prospecting email lists, set up automated schedules for specific email campaigns to be sent to your groups. Now you can efficiently send a limitless number of personalized yet automatic emails. You will be able to track who opens you emails, monitor clicks on your embedded links, create auto responders and capture all the statistics to analyze the impact of your email campaigns. Email marketer makes your follow up calls much more productive.
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PACKAGED MARKETING CAMPAIGNS
We offer a number of marketing campaigns on a variety of topics. As a Money Concepts President all of these are available to you on “day one”.