1st Quarter 2015

Dear Clients,

 We are forging into the 21st Century!  Last year our team got together and brainstormed ways we could improve our client’s interactive experience with us.  The proliferation of accessing information through cell phones and tablets has given us the opportunity to set up a plan to get Rosenblatt Advisors on the cutting edge of technology.  Giving you better access to information from us that will help you with your financial objectives and interests.

Out with the old in with the new – we are upgrading our website. Our old website was simply an electronic brochure and it was booooring. We want a website that people want to visit.  We have revamped the whole website (except the address) and hope it will offer insight into your future goals. The two areas we are most excited about are the videos and the blog. The videos will be created by our provider and updated often. The blog will be created by me and will be my random thoughts (sometimes market related and sometimes just whatever is on my mind).

The next thing we did was create a Facebook page called Rosenblatt Advisors. We encourage you to find us Facebook. Going forward it will have video content on it and other things we think would be of interest.

Another technology enhancement we felt was important was to create an app.  As I mentioned before with tablets and cell phones becoming more and more prominent in our lives, we want to connect with you the same way you connect with many important things in your life. With this app we will be able to send out push notifications when new content is available and we can also post videos and links to articles we think you will find interesting. You can also use the app to communicate back to us.

Then to give us a better connection with you, we have upgraded our Client Relationship Management (CRM) software to give us an edge internally.  This will help us keep in touch with you. Our new software allows us to document client interactions, track important events in your lives, open tasks to follow-up on updates or changes with your accounts, create forms and keep a master calendar our whole office can share. It also allows us to include your interests, so if you like gardening, traveling, golf, etc. we can note it in the system and group together so we can send out targeted emails that match your interests.

 We are very excited to roll out all of these new technological features. The Facebook page is up and running and the new website and app will be ready for launch in the very near future. Please do not hesitate to call if you have any questions about how these things work.

Sincerely,

Craig J. Rosenblatt, CPA               Jay K. Rosenblatt, CFP                                                                                                                                            Financial Advisor                          Financial Advisor
CA Insurance Lic. # 0E18620      CA Insurance Lic. # 0762973