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Enter this information only when "My Contact" is selected. Enter the name of your newsletter and it will be used in the Newsletter Survey Letter. If you have developed a mission statement, it will appear on our Investment Plan Cover Letter template. Most firms have a Service Mark. Enter yours and it will appear on the bottom of all our letter templates. If you use 'Bulk Mail" from the United States Post Office, enter your Bulk Rate permit information and it can easily be printed on envelopes, reply cards or full windowed prospecting letters. If you are like most Advisors today, seminars have become the efficient way to prospect. With BrokersACT, you can enter up to three seminars at one time and use this information to print your invitations eliminating the need to create new templates each time you conduct a new round of seminars.
This screen was requested by Power Brokers who conduct huge prospecting campaigns. The feedback has been tremendous! We are developing (with the help of some Power Brokers) a mass seminar marketing campaign that ties directly into this screen.
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