Price:
$50 a month.
What you get:
- 47 “written-for-you” Financial Advisor sales messages you can send to prospects, centers-of-influence, and reporters on social media or email.
- One “written for you” content marketing piece of 500 words or more a month that you can post on social media, post on your website, or send as an email newsletter to prospects.
- One hour of coaching per month available for an additional $200 per month
- One 60 minute Advice Only marketing training workshop a month. Replay is available if not able to attend. Topics will include:
-
- How to get your website to rank on Google
- How to get leads as an Advice Only planner
- Pipeline management
- Social media strategies
- What’s working and what’s not – live consultation on the webinar
- Pitch roleplay training sessions
- What to say in a prospect meeting
- 20% off ticket price to Immersion , the yearly Transparent Advisor Movement in-person event
- 50% off your first two months of any Wealthtender subscription plan.