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Branding

Branding that differentiates you from your competitors is rooted in your WHY and your beliefs, which can make attracting the type of people you want to work with much easier. Your brand includes your client-facing marketing, like a logo, but it’s more than that. It also simply and clearly shows your ideal client exactly why they need to work with YOU.

Marketing Packages

marketing packages

If word-of-mouth marketing motivates a purchase in four out of five Americans, do you have a process and the marketing materials you need to effectively generate more business through word-of-mouth?

Marketing Packages

Video Production Services

my first take

To stand out online as a knowledgeable, engaging financial professional you need custom-created videos. Through My First Take you leave our studio with up to 10 professional and custom videos. Not only do we help you look good on camera, you’ll leave more confident in commanding your ideal clients’ attention even if you’ve never considered yourself a movie star.

Video Production Services

30 Lead Generation Tips, Tricks and Techniques for Financial Professionals

30 lead tips

We’ve compiled the 30 greatest lead generation techniques so you can learn the secrets to generate leads 24 hours a day, 7 days a week. These 30 tips, tricks, and techniques will teach you what prospects need to hear.

Lead Generation Tips

Other financial professionals also enjoyed these eBooks.

Seven Marketing Mistakes Financial Professionals Make & How to Fix Them 

Seven Marketing Mistakes Financial Professionals Make & How to Fix Them

Simply put, when you confuse you lose. Too many financial professionals waste an enormous amount of money on marketing, websites and printed materials that just don’t work.
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Social Media Guide 

Social Media Guide

One of the biggest untapped opportunities for you as financial advisor is leveraging all the technological advances available to you such as social media, video production services and web-based leads.
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For Financial Professional Use Only. Not For Use With The Public.
This content is for informational and educational purposes, and is not designed, or intended, to be applicable to any person’s individual circumstances. It should not be considered as advice, nor does it constitute a recommendation that anyone engages in (or refrains from) a particular course of action. Financial Professionals should ensure they continue to follow the current policies on the use of any advertising, third-party materials and/or social media as required by their broker/dealer and registered investment advisor, if applicable, and the insurance carriers they represent. You must be a contracted agent in good standing to participate in the My First Take video production program.

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