Clients and prospects are busier, more tech-savvy, and more demanding than ever. Meanwhile, the economic crisis slashed fees on assets under management, forcing you to provide even more service hand-holding for a smaller payout. If you're doing nothing about this, you'll be left behind.
Here's a step in the right direction.
Advisor Products is licensed to bundle GoToMeeting and GoToWebinar at a 20% discount over what you would pay if you buy a personal license directly from Citrix Online.
For $80 a month, you can conduct unlimited meetings with up to 25 participants and webinars with up to 1,000 attendees. That's $20 a month less than you'd pay for a personal license.
Plus, you get benefits of a corporate license. A personal license only allows up to 15 participants (versus 25) in meetings and does not give you access to corporate-level support.
You also get all of the marketing and analytics tools for conducting webinars, none of which comes with a personal license.
You can compare pricing plans and features at Citrix Online.
Citrix Online's GoToMeeting and GoToWebinar applications are the most reliable, easy to use online meeting and webinar applications on the market. The benefits to advisors include:
- Record any meeting or webinar
- Post meeting or webinar recordings on your website as a marketing video
- Conduct meetings and webinars to market to prospects
- Maintain relationships with clients that relocate
- Meet online instantly to show clients calling you in a panic their long-term plans
- Expand your firm's geographic reach and expand into new local markets
- Host webinars for clients only, specific target markets, 401(k) education, or any other purpose
- Save on airfare, gasoline, and the time to travel to meet with clients and prospects
The marketing and client service benefits of this technology will repay you many times over in new business and client satisfaction. While you can find less costly vendors, this is the most reliable and easy-to-use solution.