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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.
 
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Video Production Services

Receive Up to 10 Custom-Created Videos

To stand out online as a knowledgeable, engaging financial professional you need custom-created videos. Through My First Take you leave our studio with 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.

 

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Clarify Your Marketing

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. But you don’t need to struggle with your marketing or messaging anymore. We can help you understand how to use a simple 7-part framework that compels a human brain to take action.
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Social Media Guide

Social Media Guide

Get This Book and Rock the Digital Age

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. To be successful in today’s technology-driven world, you need to have a compelling online presence for your financial services business.
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