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Lead Gen Management
Personal client registration link
Personal Up Adviser marketing website
Tool kit with sample social posts and emails; videos, pictures, marketing copy and webinar tips
Free marketing consultation to help get you started with your personal website and lead gen marketing
Financial Planning
A comprehensive and interactive planning solution with real time local market data
Client self-onboarding and 'fact finding'
Unlimited client books and access for digital engagement with up to 10 clients
Hands-on training and a personal coaching session prior to an upcoming meeting
Client Reports
Generate detailed client reports in minutes
Assure calculations and client information is accurate
Export as a PDF and add notes to support and explain your recommendations