Build a compelling online presence, stand out, and be noticed.

Creating awareness of your company and services is the first step in growing your business. Invest in yourself and your business with our Advisor Partner Client Acquisition Kit; you'll have the online tools and content to reach new prospects and connect with existing clients.

By clicking on each link below, you'll see examples of the personalized content we will create for you! 

• Compare Your Website to a Fully Customized Website- See Fully Built Out Example Here 
  • Hosting on WordPress Engine
  • Daily Backups & Snapshots
  • New Relic Monitoring & Alerts
  • 24/7 WPE Support & Automatic Updates
  • Customized Team Roster Blending Our Team With Yours $350 Value
  • Four Proprietary Customized Explainer Videos  $997 Value
  • Exclusive Access To The BLP Explainer Video fully personalized for you- See an example of "the final piece to every eStatePlan™" when you click HERE  $197 Value
  • WebPrez Account with Over 120 Conceptual Videos for Life and Annuity with TurnKey Drip Marketing (Done-For-You) $1584/yr Value
  • Mission Statement Creation Priceless
  • About Page & Bio by Our Professional Copywriter $197 Value 
  • Our Spokesperson Introducing You for YOUR Customized Events $750 Value
  • Customized Pre-Approach Email Template for Your Clients & Prospects $1200 Value
  • On-demand Webinar  Personalized to YOUR "eState Planning" Event $897/yr Value
  • A Customized OEPT Account Adding Our Estate and Legacy Planning Solutions Seamlessly To Your Practice - Book Time HERE to get started $1500/yr Value
  • Guest Appearance On The Health and Wealth Podcast Show
    

Additional Marketing Options:

• Corporate Identity (logo design)
• Exclusive Pre-Approach Marketing Videos To Introduce Kai-Zen branded to your company
• Our Strategic Partner LeadJig/Acquire Direct Webinar shares The Successful Way To Fill A Room With Prospects
• Need A Virtual Assistant- Vanessa Marie Is Your Solution
• 10 Hours of Credit To Use Toward CSI Productions
• Enhance Your Brand Awareness By Starting Your Podcast With Strategic Partner- Mission Matters
• Close More Business From Getting The Behavioral Financial Advice (BFA) Designation- CLICK HERE TO LEARN MORE
• Discount For Advisor Partners Using OneProtection DI/Life Illustration Software
• Discount For Advisor Partners Using Snappy Kraken

Provide us with your basic information, and we will take it from there. When filling out the form on this page, you can use "N/A" if you don't have the information requested.

Here is what we need from you: 

• An Email Delivery System is Constant Contact, MailChimp, etc. Or use our comprehensive recommendation delivery system called Levitate- Learn More About Levitate Here
• Calendar Link with 60-minute Option- Calendly is an Option
• Current Headshot
• Company Logo, URL, Email, Address, and Phone Number
• Current Biography
• Your Title and any Financial Certification Credentials 
• Any Disclosures Necessary for Marketing to Your Clients/Prospects
• Intro/Outro Recordings for Introducing Yourself, Firm, and Mentor