"The Daily Plan-it is a powerful marketing tool that allows us to communicate relevant estate planning issues to our clients, and allows us to be on the "top of the minds" of our referral sources on a regular basis. We receive numerous compliments and thank-you's from our referral sources for keeping them informed. In addition, we have gotten a referral or a call from a forgotten source as a direct result of using the Daily Plan-It. It's effective and inexpensive, and takes almost no time to administer."Vincent Bonazzoli, The Vincent E. Bonazzoli Law Firm, P.C.
Lynnfield, Massachusetts
"The Daily Plan-It has helped me to keep my referral sources informed. Most of all, it has helped me to maintain my "brand" among those referral sources as an attorney with whom they want to be associated. I have received many compliments from referral sources about the value of the Daily Plan-It to their work. I have also been contacted by associates who work with my referral sources that want to receive their own copy of the Daily Plan-It rather than borrowing someone else's copy. This kind of "buzz" is priceless."Karen Brady, Karen Brady & Associates, P.C.
Arvada, Colorado
"The Daily Plan-It is probably the most effective tool we've run across to "stay in touch" with financial professionals. It is written in plain English, not legalese. And I know some financial advisors we work with have made copies to give to some of their clients. The ease with which we can customize a piece of it helps readers know what we're doing, and our workshop schedule. This is the most powerful, effective, easy to use and inexpensive tool to maintain "top of the mind" awareness that I know of. Try it. You'll like it."Dave Frisee, Frisse Law Offices, LLC
Terre Haute, IN
"The Daily Plan-it keeps referral sources thinking about my firm and reinforces us as a "go to resource" for info and solutions. It is effortless and has more than paid for itself in client referrals."Candace M. Pollock, Hahn & Pollock, LLC
Cleveland, OH
"We have provided our professional advisor referral sources with the Daily Plan-It for more than two years now. I could not possibly personally contact each of the 250 advisors in our data base every month. But with the Daily Plan-It, each and every one of them hears and receives valuable information from me twice a month. And when I do talk to them, our advisors frequently tell me how much they enjoy receiving the Daily Plan-It."Steven B. Spewak Estate Plan Strategies, LLC
St. Louis, MO
"I have used the Daily Plan-It for our top of mind awareness marketing for several years and would be lost without it. I especially like the ease of use of the website that we use to administer the Daily Plan-It. We can add or delete people that we want to receive the piece with just a few clicks of the mouse. Its great!Chuck Wilder
Winter Park, FL