Financial Independence Planners

FAQ – frequently asked questions

What is Investment Update?

Investment Update is both our company name and or signature services solution. The services solution is an eNewsletter service for the financial services industry. Whereby we develop our clients content, put together the graphic design and coding and delivery mechanism enabling them to offer their clients a monthly newsletter.

What is Research Update?

Research Update is our financial services research, information and data delivery service.

The service enables advisers/consultants or asset managers to delivery timely or real-time data to their clients. Keeping their clients updated and informed.

What is Client Protect?

Client protect is Financial Advisor Update’s campaign management division. The team manage everything from, marketing plan creation, SEO (Search Engine Optimisation) to website development, SMS campaigns, mail-outs and more.

Why does my small business need a Financial Advisor Update &/or Research Update Targeted E-mail Service?

Financial Advisor Update & Research Update targeted e-mail services will

• Increase paid client contact hours and commisioned revenue

• Increases lead generation via our patented direct response technology

• The service will improves customer relationships

• Provides a dialogue with your customers

• Complements your Web site and other marketing materials

• A targeted e-mail campaign provides measurable results

How can my business use Financial Advisor Update and Research Update eNewsletter Services?

How can my business use Financial Advisor Update and Research Update eNewsletter Services?

• Educate your clients as to your services offerings

• Promote your website

• Inform your customers about news and information

And much more ...

What can an Financial Advisor Update and/or Research Update services do for my business?

How can my business use Financial Advisor Update and Research Update eNewsletter Services?

• Consult you to get the best possible outcome from your marketing spend

• Professionally written FSRA complaint content

• List management

• Monthly E-mail delivery to your permission based list

• E-mail campaign tracking reports

• Complete setup, development and administration of your campaign

• Peace of Mind

• Time to do what you do best — manage your business