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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

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    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

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    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



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