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Marketing your services to prospects and communicating with your existing clients is of utmost importance to your success. Our team develops marketing guidelines and materials, as well as provides ongoing guidance on successful communication practices. Our large library of resources features a variety of customizable marketing materials, brochures and presentations that help you promote your business. Below is a small sample of the resources Fusion advisors have access to.
Marketing Plan 
A template for a simple but effective marketing plan providing you with the foundation on which to build your own platform for growth.
Client Segmentation Sheet
A tool that helps you analyze the profitability of individual clients and think through creating client segments in order to maintain service quality while optimizing performance.
The Importance of Independence
A client brochure that educates consumers on the benefits of working with an independent advisor.
Client Survey
A document that allows you to gather important feedback from existing clients and help you determine ways to solidify trust and loyalty, as well as improve the service you provide.
Client Referrals
Collecting contact information for referrals is a way to compliment clients by showing you appreciate them and enjoy working together and would like to work with more people just like them.
Collecting contact information for referrals is a way to compliment clients by showing you appreciate them and enjoy working together and would like to work with more people just like them.
In addition to these foundation-building materials, we help advisors communicate in times of change and crisis, providing them with the insights necessary to interpret, explain and educate their clients and maintain their trust.
We believe that it takes at least 20 client contacts per year to create a strong relationship. A “contact” can be a call, a letter or an e-mail but maintaining the dialogue is essential.
For more information call Abby Salameh, Chief Marketing Officer
at 914.909.1604
555 Taxter Road, Elmsford, NY 10523 | 914.909.1500
Securities and Investment Advisory Services offered through NFP Securities, Inc. Member FINRA/SIPC. NFP Securities, Inc. is not affiliated with Fusion Financial Group or Fusion Advisor Network. NFP Securities, Inc. does not offer tax or legal advice.
This site is published for residents of the United States only. Registered representatives and investment advisor representatives of NFP Securities, Inc. may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the NFP Securities, Inc. Compliance Department at 512-697-6000.
Securities and Investment Advisory Services offered through NFP Securities, Inc. Member FINRA/SIPC. NFP Securities, Inc. is not affiliated with Fusion Financial Group or Fusion Advisor Network. NFP Securities, Inc. does not offer tax or legal advice.
This site is published for residents of the United States only. Registered representatives and investment advisor representatives of NFP Securities, Inc. may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the NFP Securities, Inc. Compliance Department at 512-697-6000.