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  3. Paul Miller Offers New Online Business and Communication Tools

Paul Miller Offers New Online Business and Communication Tools

Submitted by Paul B. Miller, CFP on January 30th, 2015

We’re very pleased to announce the launch of two new business tools to help in communication with our valued clients. We know that the way you 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 www.paulmilleradvisor.com. 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 in our frequently asked questions area. Clients will enjoy a portal that allows them to log into their accounts 24 hours per day. Additionally, the website provides an overview of the services we offer through Indian River Financial Group, Inc. as well as our history and mission. It is aimed at helping new clients 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 Client Center is filled with various resources to help with your financial planning needs. Our clients can utilize the website to refer a friend to Indian River Financial Group and also book a meeting with Paul.  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 research, communicate and share information. We’ve begun developing a network of contacts in order to stay in-touch with clients through LinkedIn, Twitter and Facebook. These social networking tools provide an outlet where we can consistently offer market commentary, ideas & thoughts and valuable industry information regarding relevant financial topics. Please consider connecting on LinkedIn, Liking on Facebook and Following on Twitter to stay on top of timely information.

While we recognize technology as a useful tool, we will never compromise the personal connection we have built with our clients. 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 (561) 362-0331 or visit the website www.paulmilleradvisor.com.

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7805 NW Beacon Square Blvd. Suite 102 Boca Raton, Florida 33487-1396 United States

paul@paulmilleradvisor.com

P: (561) 362-0331
M: (561) 445-8830
T: (800) 611-0537
F: (561) 362-4003

Paul B. Miller, as a Certified Financial Planner (CFP®) and an Investment Advisor Representative (IAR) started Indian River Financial Group, Inc to act as a financial planner for clients from Boca Raton, Florida, as well as the surrounding communities, and to offer you services such as asset management, wealth management, investment planning and risk management.

 

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