Ideally, this is an initiative on your part that requires a team effort with your marketing people. Some brokerage firms deliver quarterly or monthly newsletters to their current customers and prospects to help them with their tax planning while also delivering performance information about the brokerage's mutual fund offerings. This is certainly a good piece of the plan but an additional effort on your part might be to send a very short email or letter at specific intervals that is more personal between you and the prospect. In fact, the two together are probably the best method although mixing in a correspondence that has nothing but value for them and no mention of your product or service might also be a wise move to establish more of a relationship for your future verbal follow-up. Should you choose to keep them in your prospecting pool, your follow-up efforts must become in part, a marketing effort.
Marketing is an activity that's supposed to create opportunities for sales .
Avoid winging it and start developing and implementing your follow-up prospecting campaign. MaxPitch Media, Inc.