WellFit Financial uses experience, insights, and financial management tools to help like-minded clients achieve wealth, well-being, and abundance. As an advisor with Shareholders Service Group, Greg Lane took advantage of Vestorly’s partnership with SSG to bring Vestorly to his firm.
Cypress Partners is a Bay Area wealth management firm founded by Pete Woodring. Cypress delivers leading-edge financial strategies tailored to the specific needs of individuals and families. — Manual, Offline, Irregular Correspondence Cypress’s client correspondence and lead generation efforts were based entirely offline. Engaging clients and contacts meant personal phone calls and meetings, while referral…
Gwen Garrison of Life Plan Financial lacked the time and resources to pursue an effective email outreach plan for clients. Since signing up with Vestorly, Gwen has seen an increase in engagement with clients, and has gained a few new clients.
Attendance is the biggest driver of success at digital and in-person events. Higher attendance means more opportunities, increased word-of-mouth, and greater success. But how can you ensure enough people show up to your event to make it successful?
From relationship management to lead generation, Vestorly ensures you know when and how to engage. Alex Leopold, an associate at leading commercial real estate advisory firm Newmark Knight Frank, spoke with us about using Vestorly to grow his business.
Zachary Mineur, the firm’s wealth strategist, explains how Vestorly helped him improve engagement while maximizing time spent on digital communications.
MBM Wealth developed a new communication strategy with Vestorly, resulting in higher engagement for true relationship building.
With Vestorly’s help, Johns Creek Financial improved business relationships by increasing contact with clients. Mike Hyser, Managing Director, told us about his experience.
By updating technology and transitioning to Vestorly, Reich Asset Management was able to improve the quality of their communications and save time.
The Burney Company sought a channel for consistent, engaging client interactions. Vestorly helped them maintain consistency and quality in their digital outreach.