Institute of Certified
Cashflow Advisors
Ready Made Marketing
Stay connected and engaged with leads, prospects and clients. Build brand awareness and loyalty.
May Newsletters
We want to make sure you understand how to get the most value from your Done-For-You client newsletter. Using home newsletters can build Top of Mind Consciousness with your prospects, clients and referral sources and maximize your referrals and repeat business.
June Newsletters
We want to make sure you understand how to get the most value from your Done-For-You client newsletter. Using home newsletters can build Top of Mind Consciousness with your prospects, clients and referral sources and maximize your referrals and repeat business.
Emails
Engage with prospects and clients using nurture emails that are designed to inform and entertain. These emails are NOT designed to annoy your contacts with a constant barrage of selling products. Maintain relationships and stay relevant with contacts using done-for-you emails inside your CCA platform. Simply enroll contacts in the nurture workflow and you are set. Below is the current and future months emails your contacts will receive when subscribed. See training level 3 module 2 for details.
Other Marketing Materials
Informative brand material for you to download and use in your marketing efforts. Be sure to update downloaded material with your own contact info where applicable.
