Marketing Materials

[WinoBlues]

I will let you know if I find anything.

Considering there have not been any spammers, maybe something like this doesn't exist anymore.

You may be talking about Virtual Assistant.

Lee

 

[DHK]

The Virtual Assistant | The Complete Financial Advisor Toolbox

 

[Cash]

You may be talking about Virtual Assistant.

Lee

Are you talking about the Virtual Assistant from NAIFA? fsonline.com?

Life Happens has some ok stuff that I am going to order.

 

[WinoBlues]

Are you talking about the Virtual Assistant from NAIFA? fsonline.com?

Life Happens has some ok stuff that I am going to order.

Yes, not at the office so could not post a link, but DHK has.

I am not a big fan of company pieces either. Clients are mine not XYZ company.

 

[Cash]

The Virtual Assistant | The Complete Financial Advisor Toolbox

That is it. Thank you.

Do you use it? Like it?

 

[WinoBlues]

Check out Howard Wight also. Some good 1 pager ideas.

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I don't know about pre-printed materials, but I've used fiverr to have some flyers/folders etc.. designed. Then get a good printer to run them for you.

That is a good idea. I recently bought a Groupon for them. Yes, I am that cheap.

 

[Gooner]

Check out Howard Wight also. Some good 1 pager ideas.

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That is a good idea. I recently bought a Groupon for them. Yes, I am that cheap.

Lmao....a groupon for fiverr...hilarious. pm me the link

I use it for damn near everything

 

[DHK]

That is it. Thank you.

Do you use it? Like it?

I think it's great for 'sanitized' 'compliant' material.

I like the Tools and Techniques books included that I've used for supplemental information.

I wouldn't touch those powerpoints for anything though. Way too wordy.

In essence, it's a good starting point for only $24/month ($20/month if you're with NAIFA or other qualifying organization).

For me, I prefer the admittedly more expensive ForeField Advisor package for about $99/month. It's just a 'higher class' of presentation, newsletters, website, powerpoints, etc. However, this package is geared more for the 'financial planning' and comprehensive approach needing FINRA approval, etc. Even with that, I find it to be a very attractive package, compared to the VSA.

http://www.forefield.com/

 

[Cash]

Check out Howard Wight also. Some good 1 pager ideas.

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I just checked out his website. One of the best quotes I have ever heard on term life
"with term insurance you have to get lucky and die early."

Maybe that's only funny to me but after seeing his picture pop up on the search, I could just picture him saying this.

 

[asher]

What's Howard Wights website link?
Thanks