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. 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. Website Development Having a well designed website that’s easy to navigate is a vital piece of your marketing plan. You’ll have your choice of two approved vendors who can help ÞÕÊ`iÛi«Ê>Ê«iÀÃ>âi`ÊÜiLÃÌiÊvÀÊ your practice. 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. Pre-approved Local and National Ads Ads that can be placed in local publications or trade association newsletters. Bylined Article Program �a;ÕÃÌâiÊÌ iÃiÊ«Ài>««ÀÛi`Ê>ÀÌViÃÊ>`Ê place them in local publications as a means of building credibility in your community and establishing yourself as an expert in your ﬁeld. *iÀÃ>âi`Ê }À>« Þ 7i½ÊVÀi>ÌiÊ>Ê«iÀÃ>âi`ÊL}À>« ÞÊ you can use to promote your credentials, experience and practice. WealthLinc Client Newsletter ÊVÕÃÌâ>LiÊÌ ÞÊiiÜÃiÌÌiÀÊÃiÌÊ directly to clients that keeps them informed on relevant topics — and reminds them of the resources and services you can provide. Tradeshow Booths and Materials You’ll be able to rent tabletop booths that come with general planning and recruitment graphics.