Generational planning articles to personally brand and use for marketing
Savvy Generational Planning program membership includes access to ten FINRA-reviewed article reprints about generational planning. Customize these articles with your photo, logo, and contact information to create a client touch that's both instructive and memorable. Use them to:
- Send to clients either before or after your workshop
- Send to prospects as a general “drip marketing” keeping in touch campaign
- Post to your website
- Include links in your newsletter
Become a member today
The Baby Boomer’s Guide to Legacy Planning
Educate clients and prospects. Upon joining, members receive fifty (50) copies of this 3-panel, 6-sided, 8.5" x 11" reference to distribute to clients and prospects. It walks clients through a six-step legacy planning process. Order copies of this client reference at the Horsesmouth store at any time.
The Family Guide to Savvy Generational Planning
This two-sided handout follows the main points from the “Savvy Generational Planning: How to Plan, Communicate, and Execute the Smooth Transfer of Assets and Values From One Generation to the Next” presentation. Download PDFs for free and take them to your local printer.
COI Roundtable Handout
This two-sided handout follows the main points from “Savvy Generational Planning: Opportunities for Collaboration and Joint Business Development.” Download PDFs for free and take them to your local printer.