The Advisor Partner Client Acquisition Kit

Build a compelling online presence, stand out, and be noticed.

Creating awareness of your company and services is the first step in growing your business. Invest in yourself and your business with our Advisor Partner Client Acquisition Kit; you'll have the online tools and content to reach new prospects and connect with existing clients.

With a one-time cost of $2495 (and a $50 monthly hosting fee), you'll receive: 

• Compare Your Website To A Fully Customized Website- See Fully Built Out Example Here 
  • Hosting on WordPress Engine
  • Daily Backups & Snapshots
  • New Relic Monitoring & Alerts
  • 24/7 WPE Support & Automatic Updates
• Customized Team Roster Blending Our Team With Yours $350 Value
• Four Proprietary Customized Explainer Videos  $997 Value
• WebPrez Account-DEMO with Over 100 Conceptual Videos for Life and Annuity with TurnKey Drip Marketing (Done-For-You) $1584/yr Value
• Mission Statement Creation Priceless
• About Page & Bio by Our Professional Copywriter $197 Value 
• Our Spokesperson Introducing You for Events $750 Value
• Customized Email Template For Your Clients & Prospects $1200 Value
• On-demand Webinar "eState Planning" Event $897/yr Value
• A Customized OEPT Account Adding Our Estate and Legacy Planning Solutions Seamlessly To Your Practice- Book Time HERE to get started $1500/yr Value
• Guest Appearance On The Health and Wealth Podcast Show
  
  
• Exclusive Pre-Approach Marketing Videos To Kai-Zen
• Our Strategic Partner LeadJig/Acquire Direct Webinar Shares The Successful Way To Fill A Room With Prospects
• Need A Virtual Assistant- Vanessa Marie Is Your Solution
• 10 Hours of Credit To Use Toward CSI Productions
• Enhance Your Brand Awareness By Starting Your Podcast With Strategic Partner- Mission Matters
• Close More Business From Getting The Behavioral Financial Advice (BFA) Designation- CLICK HERE TO LEARN MORE
• Discount For Advisor Partners Using OneProtection DI/Life Illustration Software
• Discount for Annuities Genius
• Discount For Advisor Partners Using Snappy Kraken

Provide us with your basic information, and we will take it from there.

Here is what we need from you: 

• An Email Delivery System- Learn About Levitate 
• Calendar Link with 60-minute Option- Calendly Is A Great Option
• Current Headshot
• Company Logo, URL, Email, Address & Phone Number
• Your Title and Any  Financial Certification Credentials 
• Any Disclosures Necessary for Marketing to Your Clients/Prospects
• Intro/Outro Recordings for Introducing Yourself, Firm, and Mentor