Broker Check

Rick Farrar Offers New Online Business and Communication Tools

| November 25, 2014
Share |

We’re very excited to announce the launch of two new business tools to help in communication with our valued clients. Our client base has spoken. They’ve let us know that the way they consume information and communicate is changing. The interactive use of a website and social media have become preferred research and communication tools.

We’ve recently launched a new website at The website is filled with information and features to help existing and future clients. Visit our website to find resources and answers to common financial questions. The website provides an overview of the services we offer through Sagemark Consulting. It is aimed at helping new prospects and referrals understand how we can assist with important financial decisions and design a financial plan to help achieve your unique set of goals.

If you have a question during the weekend or after business hours, the website is available for reference on most financial topics. The Resource Center offers recent research on subjects that are important to your success and continued peace of mind. The Tax Resources tool provides you with a calendar, forms and publications to help you manage your taxes. Our clients can utilize the website as a portal to your account information. You can also email us after hours through an easy-to-use form on the website if you have a question that the site’s resources cannot answer for you. 

Social media has emerged as a primary way for people to communicate and share information. We’ve begun developing a network of contacts in order to stay in-touch with peers and clients via LinkedIn. This social networking tool provides a medium where we can consistently offer market commentary, ideas & thoughts and valuable industry information regarding relevant financial topics.

While we recognize technology as a useful tool, we will never compromise the personal connection we have built with our clients and prospects. Instead, we will use technology as a block in building the foundation of lasting relationships that revolve around clients, their business, and their family’s financial and lifestyle goals. As always, if you have questions, comments, or thoughts on these new research and communication tools, please do not hesitate to contact us. Call the office at 205.803.3333 or visit the website at We look forward to your feedback.

Share |