SERVICES – Marketing

Our Total Office Team can help you grow your business by helping you keep in touch with clients and gain new ones.

Our office helps advisors in several ways. From the moment you receive that first referral, Total Office can help you by entering them into your database, assemble and mail introduction marketing packets and place them on your newsletter list or on a drip-marketing program.

For existing clients, we continue to maintain current information in your database, help create and mail monthly correspondence, newsletters, birthday and holiday cards and gifts.

Our Marketing Services include but are not limited to:

• Database creation and maintenance
• Desktop publishing: Flyers, regular and email newsletters, postcards, speaker sheets and more
• Create copy for letters, postcards, emails, newsletters, and websites
• Assemble and mail marketing packets, newsletters, seminar program material and other marketing items
• Setup, maintain and implement drip marketing programs to include “canned programs” purchased by various vendors such as Bill Bachrach's™ “Value-Based Selling” products, Advisor Products, NF Communications, and others
• Mail holiday and birthday cards
  – see our Cards-N-Touch program
• Social Media Marketing

Marketing is just another way we can help Financial Advisors do the things they don't want to do, have time to do, or know how to do without the added cost of hiring, training and maintaining an employee!