Free Template Tuesday Downloads Now Available Starting July 26, 2022
Grow Your Business: Social Media Graphics
Want to a free sample of the graphics you get inside the Social Media Posts Kit?
Today you can access the “News Flash” social media graphics – created for you grab your follower’s attention when sharing timely news and industry updates.
Service Your Clients: Onboarding / Annual Review Checklist
Also available is a checklist to help set expectations when onboarding a new client – and for going over during annual review meetings to demonstrate all you’ve done for your clients throughout the year.
It’s called the Committee / Advisor Responsibility Checklist.
Grow Your Business: Brochure
And finally, if you’re looking for a company brochure you can include in regular outgoing mail, send to new prospects, or as a leave behind at conferences, then check out the Tri-Fold Advisor Brochure.
All three templates are available this week only inside the Free Resources VIP Library.
If your’e not already a member, click here to join now.