It's the 21st Century. Client expectations are different. People want to be communicated with more frequently and more appropriately; they want more value from these communications. Indeed, people today want a lot more value from every part of their relationships with financial advisers. But how are you going to measure up and deliver the goods when you're already too busy?

This is where using technology (namely the Internet and software) can help tremendously. Technology now makes various marketing and communication initiatives more feasible for individual advisers where once they may not have had the resources, time or money to implement and sustain them.

We're not going to tell you the Internet will strengthen your relationships with on-profile clients and prospects all by itself, that e-mail can replace one-on-one contacts (phone calls, meetings, and seminars), or that a sophisticated Web site can deliver the goods at the point of sale. But, we will help you understand that clients have new, higher expectations, and that there are new ways to meet these expectations. Trying to meet them solely with traditional methods will leave you a lot less time to focus on what you do best — working and communicating directly with your clients, and performing other revenue-generating activities.