Friday, September 19, 2008

Running Your Marketing in Your Absence

As an advisor looking to grow your practice, you should know that you can use an affordable, online Email Campaign system to pre-load content and automate your marketing process to business owners. With the 2 new Exit Strategies newsletters that Pinnacle provides each month, it is easy and cost effective to simply copy and paste the newsletter text into an email campaign and send out to your list of business owners who have expressed an interest in starting their exit strategy planning (you can also automate the process by setting up a system for hard-copy letters to go out with the same frequency).

One such system, used by Pinnacle, is called MyEmma. MyEmma is a Web-based service that includes everything you need to manage your email marketing and communications from start to finish. It's a platform that combines easy self-serve features, a custom-designed brand template, and personal assistance whenever you need it. Again, Pinnacle can manage this process for you as part of our Gold Level Membership, assuring that you don't miss your opportunities to consistently market to business owners. We will also report to you every month the number of e-mails that were opened and how many owners 'clicked-through', expressing a further interest in an offering on the page.

You can easily organize your members by group, and create as many groups as you like. By segmenting people by status, geography and more, you'll be able to send e-mails to everyone or tailor your emails to different groups. You can also create one or more custom signup screens that let new people sign up for your emails or newsletter directly from your website (another feature that we offer Gold Members - website design with an exit strategy planning focus).

So, whether you do it on your own, or use our Member content and support, we strongly encourage that you automate a part of your marketing to increase the efficiency and profitability of your advisory practice. Remember, there are millions of business owners out there who are approaching retirement age. They key to getting them to take action is establishing a marketing program that works consistently and delivers quality content that is worth reading.

© John M. Leonetti

Specializing in Business Exit Strategies, John M. Leonetti, Esq., M.S. Finance, CM&AA founded Pinnacle Equity Solutions to provide exit strategy planning services to business owners as well as education and training programs for professional advisors. To learn more about John's Exit Strategy Services and his recently published book, "Exiting Your Business, Protecting Your Wealth", visit

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