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In this one-hour session, we’re going to help you answer one specific marketing dilemma you’re currently facing. Whether you want to set up a blog, define your target audience, start leveraging social media, or maximize your email marketing - let’s tackle it together! WHAT YOU’LL GET: 1-hour session Follow up actionable to-do list reviewing our call List of resources, or any other tools that will help you get the results you need - fast! $250.00 2016 ESTD Are you ready to level up your advisor markeng? Our coaching and consulng programs are designed to help you knock out your goals and achieve actual results. Ready to get started? COACHING PROBLEM SOLVING HOUR by PERFECTLY PLANNED CONTENT
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Are you ready to level up your advisor marketing? Our ... · leveraging social media, or maximize your email marketing - let’s tackle it together! WHAT YOU’LL GET: • 1-hour

Oct 04, 2020

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Page 1: Are you ready to level up your advisor marketing? Our ... · leveraging social media, or maximize your email marketing - let’s tackle it together! WHAT YOU’LL GET: • 1-hour

I n t h i s o n e - h o u r s e s s i o n , w e ’ r e g o i n g t o h e l p y o u a n s w e r o n e s p e c i f i c m a r k e t i n g d i l e m m a y o u ’ r e c u r r e n t l y f a c i n g . W h e t h e r y o u w a n t t o s e t u p a b l o g , d e f i n e y o u r t a r g e t a u d i e n c e , s t a r t l e v e r a g i n g s o c i a l m e d i a , o r m a x i m i z e y o u r e m a i l m a r k e t i n g - l e t ’ s t a c k l e i t t o g e t h e r !

W H A T Y O U ’ L L G E T :

• 1 - h o u r s e s s i o n

• F o l l o w u p a c t i o n a b l e t o - d o l i s t r e v i e w i n g o u r c a l l

• L i s t o f r e s o u r c e s , o r a n y o t h e r t o o l s t h a t w i l l h e l p y o u g e t t h e r e s u l t s y o u n e e d - f a s t !

$ 2 5 0 . 0 0

2 0 1 6E S T D

Are you ready to level up your advisor marketing? Our coaching and consulting programs are designed to help you knock out your goals and achieve actual results. Ready to get started?

C O A C H I N G

P R O B L E M S O LV I N G H O U R

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Page 2: Are you ready to level up your advisor marketing? Our ... · leveraging social media, or maximize your email marketing - let’s tackle it together! WHAT YOU’LL GET: • 1-hour

A r e y o u s t u c k i n a r u t w h e n i t c o m e s t o m a r k e t i n g y o u r p r a c t i c e ? A r e y o u r e a d y t o l e v e l u p y o u r c o n t e n t , a n d e n g a g e i n t h e d i g i t a l w o r l d o f p r o s p e c t i n g - b u t a r e n ’ t s u r e w h e r e t o s t a r t ? T h i s p r o g r a m i s i d e a l f o r e s t a b l i s h e d a d v i s o r s , o r a d v i s o r t e a m s , w h o a r e r e a d y t o t a k e a c l o s e r l o o k a t t h e i r m a r k e t i n g s t r a t e g y a n d i m p r o v e t h e i r r e s u l t s . M a r k e t i n g i s j u s t l i k e a n y t h i n g e l s e i n y o u r b u s i n e s s - y o u r s t r a t e g y n e e d s t o g r o w a n d c h a n g e o v e r t i m e ! T h i s 3 - m o n t h p r o g r a m i s s p e c i f i c a l l y d e s i g n e d t o h e l p a u d i t y o u r c u r r e n t s t r a t e g y , a n d s e t n e w g o a l s a n d p r o c e s s e s b a s e d o n w h a t ’ s w o r k i n g ( a n d w h a t ’ s n o t ) .

W H A T Y O U ’ L L G E T :

• Tw o 1 - h o u r c o a c h i n g s e s s i o n s / m o n t h• E a c h s e s s i o n h a s a d e f i n e d g o a l , i n c l u d i n g :

• A u d i t i n g y o u r c u r r e n t s t r a t e g y a n d b r a n d , a n d w a l k i n g y o u t h r o u g h h o w t o l e v e r a g e a n a l y t i c s t o g r o w a n d i m p r o v e

• C r e a t i n g a c o n t e n t c r e a t i o n p l a n t h a t ’ s s c a l a b l e , a n d h e l p s t o s h o w c a s e y o u r v o i c e• D e v e l o p i n g a b r a n d g u i d e t o u s e a c r o s s a l l c o n t e n t c h a n n e l s a n d m a r k e t i n g o u t l e t s• B u i l d i n g a p l a n f o r l e a d g e n e r a t i o n a n d e f f e c t i v e l e a d n u r t u r e• D e t e r m i n i n g h o w t o b e s t u s e s o c i a l m e d i a b a s e d o n y o u r g r o w t h g o a l s , a n d w h e r e

y o u r c u r r e n t e n g a g e m e n t e x i s t s• C r e a t i n g a c u s t o m , 1 2 - m o n t h m a r k e t i n g c a l e n d a r f o r y o u a n d y o u r t e a m t o f o l l o w

• F o l l o w u p a c t i o n a b l e t o - d o l i s t s a f t e r e a c h s e s s i o n• O n g o i n g s u p p o r t f o r f i n d i n g t o o l s a n d r e s o u r c e s t o h e l p f a c i l i t a t e y o u r s u c c e s s• U n l i m i t e d e m a i l a c c e s s d u r i n g o u r 3 - m o n t h e n g a g e m e n t

$ 6 0 0 / M o n t h f o r 3 M o n t h s

T h i s 3 - m o n t h c o a c h i n g p r o g r a m i s d e s i g n e d f o r a d v i s o r s w h o a r e i n t h e p r o c e s s o f l a u n c h i n g t h e i r f i r m , o r w h o h a v e r e c e n t l y l a u n c h e d - b u t d o n ’ t h a v e a m a r k e t i n g s t r a t e g y i n p l a c e y e t . O u r g o a l w i t h t h i s p r o g r a m i s t o h e l p y o u b u i l d a c o m p r e h e n s i v e m a r k e t i n g p r o g r a m f o r y o u r b u s i n e s s t h a t l e v e r a g e s c o n t e n t c r e a t i o n , e m a i l m a r k e t i n g , s o c i a l m e d i a , a n d m o r e .

W H A T Y O U ’ L L G E T :

• Tw o 1 - h o u r c o a c h i n g s e s s i o n s / m o n t h• E a c h s e s s i o n h a s a d e f i n e d g o a l , i n c l u d i n g :

• C r e a t i n g a c l i e n t a v a t a r• B u i l d i n g a w e b s i t e t h a t a t t r a c t s p r o s p e c t s• G e n e r a t i n g a n d n u r t u r i n g l e a d s• C r e a t i n g c o n t e n t• P r o m o t i n g y o u r b r a n d• A n d t r a c k i n g y o u r r e s u l t s !

• F o l l o w u p a c t i o n a b l e t o - d o l i s t s a f t e r e a c h s e s s i o n• O n g o i n g s u p p o r t f o r f i n d i n g t o o l s a n d r e s o u r c e s t o h e l p f a c i l i t a t e y o u r s u c c e s s• U n l i m i t e d e m a i l a c c e s s d u r i n g o u r 3 - m o n t h e n g a g e m e n t

$ 6 0 0 / M o n t h f o r 3 M o n t h s

L A U N C H Y O U R M A R K E T I N G S T R A T E G Y

M A R K E T I N G S T R A T E G Y A U D I T

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