Kristi’s Quotes: Are Your Clients Tuning You Out?

Overwhelmed by an increasing bombardment of “digital noise,” your clients may be tuning out important information you send them. And you may not even know it.

Advisor Kristin C. Sullivan, CFP®, Denver, Colorado, said she’s improved her open rates simply by using the word “you” in the subject lines and titles…. (Click here for more.)

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Kristi Sullivan

My name is Kristi Sullivan and I have been helping people achieve financial security since 1996. I am a fee-only financial planner and public speaker. I do no investment or insurance sales for commissions. My clients pay me for guidance through their financial questions. I also work with employers to educate their employees about personal finance. I have been helping people make financial decisions for 18 years. I have worked in employee benefits and with individual clients/families. I hold the Certified Financial Planner designation. Sullivan Financial Planning, LLC is a Registered Investment Advisory firm with the State of Colorado. Areas of expertise include prioritizing savings goals, investment allocation, and wealth manager searches.