As we work in our fast-paced environment where time is limited, we understand the importance of providing you with marketing support and keeping the lines of communication open with clients. Trusted relationships are created through great communication and open, candid dialogue, which is why we communicate through a variety of venues. We work hard to ensure that you always have the information you need for your practice.

Numerous ways we keep the lines of communication open

• Direct access to top management via phone and e-mail
• Dedicated resource center open ten hours each weekday to answer your questions
• Juice Wire – breaking news and critical information available to you 24 x 7
• Juice Monthly -  electronic newsletter to keep you informed
• OSJ Toolkit – quarterly OSJ Manager electronic newsletter to share recommended practices
• Compliance Alerts (mandatory requirements) and Compliance Bulletins (best practices)
• Conference Calls – bi-weekly, monthly and quarterly calls on relevant, timely topics
• Advisory committees and councils

Marketing and business growth support

Our Marketing & Communications Department is here to support you when you are ready to grow your business through client acquisition, representative recruitment or both. Services we provide include:

• Frequently-updated market resources page containing valuable assets for you to use and materials to share with current and prospective clients
• Client Connections newsletter delivering actionable sales ideas and support materials for you to easily and quickly implement
• Professional client and representative recruiting brochures
• Pre-reviewed client seminars
• Proprietary market commentaries
• Complete advertising campaigns, such as 401K and IRA Rollovers
• Customizable marketing templates including advertisements, letters, radio scripts, mailers, posters and presentations
• Electronic newsletters and alerts to keep you and your clients informed
• Discounted targeted mailing list  program
• Discounted e-marketing program
• Personalized turnkey DBA website program

In addition, you always have access to an array of experienced specialists to assist you in analysis and recommendations for your clients. These professionals include experts in business continuation, product selection and retirement planning.

At Multi-Financial, we value your feedback and strive to make communication open & candid. We want to know how you are doing and, even more importantly, how we can help you reach your vision of success.