Resources Library

Tools & Templates

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Tools and Templates

Leveraging Social Media in the Financial Services Industry

Drip Course - In this 3 part educational drip course, learn why social media is vital to your business's lead generation strategy, how to create a strategy that optimizes your efforts, and regulations you need to consider.

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Tools and Templates

SEO Checklist

You can work your way through this checklist to ensure your website is optimized for SEO.

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Tools and Templates

Advisor Biography Templates

Use this template to create your own biography to be used on your website, LinkedIn profile or wherever you want. This financial advisor biography template document offers 4 different versions of a financial biography for you to customize.

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Tools and Templates

Buyers Persona worksheet

Client personas are a representation of your ideal client, created from tangible client data. Once created, your personas allow you to get the right message to the right audience at the right time.

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Tools and Templates

Website Quality Assurance Checklist

This free template can be used as a checklist for quality assurance after building your new financial website.

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Tools and Templates

Marketing Self-Assessment Worksheet

Eye-opening questions for the smart advisor. Find out if you've been approaching marketing the wrong way. Is there more you should be doing? How do you hold up against industry standards? Answer 20 key questions and see where you stand.

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