OnPointe Email

If you are interested in using one or both of these unique tools, email TrettinLegacySolutions@outlook.com.

To sign up to watch an overview video of how OnPointe e-mail works, click here.

The #1 marketing mistake advisors make is not consistently dripping on clients, leads, and referral courses with bi-weekly educational e-newsletters.

Excuses why advisors DON’T send e-newsletters?

1) I don’t have the time
2) I don’t have the technology
3) I don’t have the content
4) I don’t want to spend the money

With the new OnPointe E-Mail, these excuses are now GONE!

How does OnPointe E-mail work?

1) Advisors are set up with their own unique e-mail system.
2) Advisors can load as many email addresses as they’d like.
3) Advisors can send as many e-newsletters as they’d like.
4) The system tracks who opens them, if they clicked on anything in the newsletter, etc.

Roccy DeFrancesco creates two new e-newsletters a month to send

These newsletters are auto-loaded and branded to an advisor’s system. All you have to do is read it, approve it, and send it out.

SEC/FINRA compliant—each newsletter is scrubbed by an independent compliance company.

Capture Leads with Inspirational Landing Pages

To watch an overview video of how the OnPointe Landing Page system works, click here.

What goes hand-in-hand with an email drip system? A landing page system to collect data!

With the OnPointe Landing Page system, you can create highly effective landing pages with ease using our drag and drop page editor.

And the best part? No development skills are required. Publish with a single click and start capturing leads immediately.

No, really, and the best part? Advisors who work with Trettin Legacy Solutions can have several landing pages pre-loaded to give away books (like the Retiring Without Risk, The Doctor’s Wealth Preservation Guide, Bad Advisors, and The Home Equity Acceleration Plan) and several different white papers.