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Prospecting Support

We know having assistance when it comes to prospecting is perhaps the most important factor for new and experienced advisors alike. Once you've set up a marketing plan, our prospecting support resources will help you get to know prospects in your community, establish communication with potential clients, keep in touch, and stay up-to-date on the latest prospecting strategies.

Client and Prospect Letters
We'll give you a series of pre-approved letters that cover a variety of subjects. Use them to introduce yourself to prospects and keep in touch as time goes on.

Bylined Article Program
Customize these pre-approved articles and place them in local publications as a means of building credibility in your community and establishing yourself as an expert in your field.

WealthLinc Client Newsletter
Send clients this customizable, monthly e-newsletter to keep them informed on relevant topics — and to remind them of the resources and services you can provide.

Seminar Series
One of the best ways to meet new potential clients is to host your own seminar. We offer a series of pre-approved seminars on a variety of topics, including estate planning, retirement planning, charitable giving, and more.

Web Site Development
Having a well-designed Web site that's easy to navigate is a vital piece of your marketing plan. You may choose to work with virtually any vendor to develop your personal Web site; if you prefer, we can recommend some of the more commonly used vendors. However, all registered representatives must have their Web sites reviewed and approved by Compliance prior to use.

Local and National Ads
Place our pre-approved ads in local publications or trade association newsletters.

Personalized Biography
We'll help you create a personalized biography you can use to promote your credentials, experience, and practice.

Tradeshow Booths and Materials
You can rent tabletop booths that come with general planning and recruitment graphics.

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