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Planners.Net
A Financial Planning Web Site
 

Do You NEED a Web Site . . .
Or is it all HYPE?

If you have been thinking about establishing your presence on the Internet, but are astonished at the setup and maintenance fees you have been hearing about, here is a very cost effective alternative called PLANNERS NET.

Benefits of a Web Site

First, not all of the benefits of a web site can be tied to increased revenues. However, a few of the benefits include the following:
 

1. Enhanced Image

Clients are impressed by the clothes we wear, the cars we drive, our letterhead, business cards, jewelry, and on and on . . .

A small thing like adding a web site address to your business cards, advertisements, and other printed materials sends a message that you are at the forefront, doing business with technologically modern tools and methods.

With the Internet in the news every day, many people expect advisors to be connected to the WEB.

2. Cost Effective Marketing

Color brochures are nice, but they cost a lot . . . especially when the laws change and a whole drawer full of them becomes obsolete overnight. Instead, direct clients and prospects to your site, where information is always up-to-date.

3. Timely Updates

With PLANNERS NET, any changes in the law can be quickly reflected on your site. These changes will be monitored by Richard M. Kettley, JD, CLU, ChFC, owner of Available Resources.

4. Have A "Secret Weapon"

Let technology give you the edge over the competition. As electronic commerce, on-line banking, and other forms of business transactions take place over the web, you will be ready.

Can you expect a lot of new clients from having a Web Site?

If you just create a site and then ignore it, probably not; unless you are drawing clients from around the country or the world and have a very desirable product or service.

The most effective use of the site is for you to direct current and prospective clients from your local area to view your site (by letter, announcement, phone call, business card, etc.)

If it contains useful information such as, calculators, articles, or software that can be downloaded. They will find it valuable and will most likely share the address with their friends and associates. This will enhance your professional image and may be a deciding factor for someone trying to choose between you and another professional.

"Toot Your Own Horn!"

On your web site you can tell about your training, education, areas of specialty, companies you are affiliated with, states in which you are licensed, and other accomplishments. Many people would like to "size you up" a little bit before meeting with you. Your professional web site is a chance to put your "best foot forward."

How Can You Establish A Site?

  1. Develop a custom professional web site or
  2. Available Resources can include you on our semi-custom web site called PLANNERS.NET

PLANNERS.NET contains the following:

  • Retirement information, which includes a calculator to help the client uncover his or her problem.
  • Estate planning information, which includes a calculator that illustrates the high cost of dying and invites the viewer to contact you for a solution.
  • Business Planning ideas for buy-sell solutions.
  • Personalized pages that tell about you, your company, your areas of specialty, etc.

Visit the demo sites today at
www.planners.net/webs/_t1s1 or www.planners.net/webs/_t2s2

 

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