Our Clients Say It Best!
We’re proud to have a great longevity with our clients, and each relationship we create and maintain is very important to us.
Our clients are proud to use our products, which are important to the success of their business.
It’s a good deal, which leads to success.
Here are some of their stories:
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“I have been using Quarter Notes since day one in my practice. I have found that a majority of my clients like to get the hard copy of the newsletter mailed to them. They are more comfortable with the actual newsletter in their hands then with an email which they are then forced to sit and read online.
Over the many years since I have been mailing the newsletter to my clients, I have had a number of clients personally tell me how they look forward to reading the newsletter. I frequently get telephone calls from my clients in regards to articles that they have read. As a result, they call and make an appointment to review and get an update of a particular topic which they read in the newsletter. This generates face time with my clients and usually turns into revenue.
The articles are always timely. For example, IRA topics in the first quarter of the year, which act as a reminder to either update beneficiary information or make their annual IRA contributions.
I have no regrets to signing on and using the “Quarter Notes Newsletter”. It is an easy way to make meaningful contacts with clients on a consistent basis.”
Faithful user since 2001!”
Paul R. Mancuso, Jr.
Investment Executive
Community Brokerage & Investment Services
Cetera Presidents Club Award Winner
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“We have a kiosk in each branch that we like to keep full for opportunities for introductions to us. We like that they are concise and to the point with each category.
The brochures are a great way for the staff to give basic information on what we have to offer, which is helpful to them scheduling an appointment. The uniform style of all of the literature makes an attractive presentation.”
Jennifer Calabro
Investment Executive
Community Brokerage & Investment Services
President’s Club Award Winner
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“QuarterNotes provides a good touch point. I have had calls from clients on issue articles that turned into appointments and sales, which I consider a bonus to my client’s feeling connected even if we have not met that year.”
Steve Donney
Investment Executive
QuarterNotes subscriber since launch in 2001.
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“I started using the Your Views Matters brochures in late 2014, and it immediately generated a large flow of referrals from our bank branches that have lead to meetings with qualified prospects.
It’s safe to say it changed my business.
I have to give credit to one of our tellers, Carmelita Woods who uses this language to get people to fill it out “Look at all the things you have access to as a customer of First Financial Bank, why don’t you tell us what’s important to you and your phone number and we’ll have Mary Helen give you a call….”
Mary Helen McDow
Investment Executive
First Financial Brokerage Services
Financial Education Brochures user since launch in 2013.
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“It’s a great way to stay in touch with my best clients.”
James Shaffer
President’s Club Award winner
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“We got the brochures! They look awesome! We’re so thrilled!”
Lue Ann Hornbeck
Irving Financial Services
Custom Capabilities Brochure Purchaser
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