Connect2Client service enables advisors to send out emails, paper postcards, newsletters with in-depth articles and a variety of messages, including birthday greetings, on a regular basis.
Cetera came up with the idea after an internal study of 700 advisors revealed that financial planners who contact their best clients more than 12 times a year generate, on average, 68% more revenue per principal than those who communicate with these clients less than six times a year.
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Cetera Chief Marketing Officer Susan Theder said, "Engagement drives loyalty", Financial Planning quoted Cetera Chief Marketing Officer Susan Theder as saying.
"Just 7.6% are loyal between US $2 million and US $6 million. So there’s a real perception gap", she added.
Theder described the Connect2Client service as 100% online and offline with a deep library of content and customization features.
Connect2Client is provided free to Cetera advisors with revenues of US $175,000 or more and is available to smaller advisors for a nominal fee.
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By GlobalDataTheder said that facilitating easy client communications would enable advisors to generate more revenue per business.
