Marketing
Blog Post Image Sample Text and Tracker (Google Sheets)
Social Media About Me Language Template (PDF)
Sample Social Media Content Calendar (PDF)
180 Social Media Post Ideas (PDF)
Logo Permission Request Email (MS Word)
Tailor Your Pitchbook Resources (PDF)
Info Sheet for Changing Providers Handout (PPT/Canva)
6 Tips for Changing Providers Handout (PPT/Canva)
Sample Winning Pitchbook (PDF)
Building Your Value Proposition Advisor Training (Video)
Winning Pitchbook Formula and Advisor Training (Video)
Winning Pitchbook Editable Files (PPT/Keynote)
Service Proposal and Fee Schedule Template (MS Word)
7 Ways to Get Instant Authority Advisor Training (Video)
Developing Your Unique Process Advisor Training (Video)
Committee Set-Up Proposal (MS Word)
Committee Services Marketing One-Sheet (PPT/Canva)
Committee Starter Kit Opt-in Funnel (PDF/ClickFunnels)
IC Starter Kit Promotion Graphics (Canva)
Social Media Posts in a Box Playbook (PDF)
Social Media Posts Sample Text and Tracker (Google Sheets)
Best Practices Social Media Graphics (Canva)
Retirement Services List (Google Doc)
Advisor Bi-Fold Brochure (Canva)
Blog Post Social Media Graphics (Canva)
Advisor Tri-Fold Brochure (Canva)
