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It's official: Text Library System becomes |
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This is a copy of the press release that went to media and interested parties across the country last week:
(Middletown, Ohio) Ed Morrow of Financial Planning Consultants in Middletown, Ohio today announced changes to his Client Relationship Management (CRM) software, Text Library System. The new version to be released December 15, 2004 will be Practice Builder Financial.
First released in 1983, Text Library System (TLS) was an effective tool for financial advisors to organize articles, letters, checklists, agendas and similar text documents. Since that time TLS has grown and matured into a full fledged client relationship management solution. According to Morrow, "Advisors across the country – whether fee-based, commission based or somewhere in between – and regardless of insurance or securities orientation – have been able to use our system to cement client relationships, cultivate and convert prospects, and to harvest more referrals.”
According to Marketing Director, Charlotte Isbell, "The new Practice Builder Financial is the logical extension of Text Library System. It incorporates the contact manager, the automated marketing, practice management tools, financial planning aids and of course the huge Resource Library of letters, articles and checklists.”
The new Practice Builder Financial will be delivered first to the thousands of existing users of Text Library System. After December 15th, Practice Builder Financial will be available to new users. For information learn more about Practice Builder by reserving a space at the next scheduled free, live demonstration, or e-mail Charlotte Isbell at charlotte@financialsoftware.com.
Practice Builder contains an exciting new auto form feature that works with the popular Laser App program to extract client data and place it into the proper positions of an application or new client form. It also synchronizes with Microsoft Outlook to enable transfer of information to PDA devices.
Financial Planning Consultants has offered coaching, software, training and support to financial advisors across the country since 1975.
This change is more evolutionary than revolutionary, but the new image more accurately reflects the comprehensive and powerful benefits that this complete CRM system offers. |
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Text Library System Users |
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Current users of Text Library System can immediately download the latest version, 04.12.20, and incorporate the new features of Practice Builder Financial. As always, be sure to backup your data before downloading the update. After backup, from within TLS go to the Help menu and select Download Current Update. The dialogue box that opens contains important directions:
One of the enhancements you’ll see after updating is the “What’s New in Practice Builder” article that you can review immediately – or choose to examine later (in the Practice Management section under the Resources tab, PM_200). |
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Special Gift Offer |
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At Financial Planning Consultants we are using digital cameras more and more and having lots of fun doing it, too. We thought you might like to share the enjoyment and see some of the great results that you can achieve. So we have purchased a bundle of 3 mega-pixel, name brand, digital cameras and we are going to give them away!
If you don’t know anything about digital cameras, that’s OK. These are easy to use - just point and shoot - and good enough to print even 8” x 10” prints. You should have one of these dedicated for use in your practice and another just to carry with you.
You will be surprised how flattered your clients are when you ask for their photo and tell them you are going to keep a copy in your records. Once you have the image our Technical Support team will help you import it into Practice Builder so it’s available with a single mouse click.
Then start using the camera for snapshots to include in newsletters, e-mails or any other published material. Even a small photo attached to any article will guarantee more readers.
So how can you get yours? We are giving one of these digital cameras to the referrer of every advisor that buys Practice Builder or Plan Builder between now and the Annual Update in June 2005. To get yours just complete the Financial Software Referral Form. We’ll then contact the advisors you nominate and volunteer to show them the ways they too can use these powerful software systems.
When any advisor you have nominated buys either system we’ll send you your new camera. Complete the form now! Send us one, two or three names and we’ll keep you informed as we contact them.
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User Workshops |
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For Text Library System, now Practice Builder, and for EnterAct!, Plan Builder we have been conducting limited trials of One-Day User Workshops at different locations across the country. So far they have been getting good reviews and we are now looking for new locations.
If you are interested in sponsoring one of the User Workshops here are the requirements:
- Willingness to allow us to market the event to others who will attend at your facility.
- 6 to 8 weeks advance notice.
- Available facility to comfortably seat 10 to 12 attendees including up to three associates from your office at no charge.
If you are interested, please let us know. We will then send an invitation to the software users within about 250 miles of your facility. We will offer the one-day sessions at $375 per person and if we can register five or so (enough to cover expenses) we will send our trainer to your neck of the woods! Call us with any questions. |
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Year-End Tax Planning Memo |
One last reminder: Practice Builder contains the 2004 Year-End Tax Planning Memo and needs only your initiative to enhance your professional image by distributing this 8 page document to your best clients, your other clients who may soon be your best clients, your other clients who may know someone you want to be your best client, your friends, your media contacts, your suspects, centers of influence, family – well maybe not Uncle Harry – you get the idea… |
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Financial Planning Consultants, Inc.