Build a compelling online presence, stand out, win clients, 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, training, systems, processes, 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!

Our promise to you is a turnaround time of 45-60 days to have you standing in front of a room full (30 buying units GUARANTEED) of your ideal clients, fully trained and professionally branded to win them over.

With a one-time cost of $5997 (and a $97 monthly premium hosting fee), you'll receive:

• Compare Your Website to a Fully Customized Website- See Fully Built Out Example Here 
  • Hosting of Your Site
  • Unlimited Updates- Three-Day Turnaround Guarantee
  • Daily Backups & Snapshots
  • New Relic Monitoring & Alerts
  • 24/7 WPE Support & Automatic Updates
  • One Weekly LinkedIn Post
  • One Monthly Blog Post
  • G-Suite Professional Setup and Ongoing Training
  • Logo Design/Refresh
  • Customized Team Roster Blending Our Team With Yours $350 Value
  • Four Proprietary Customized Explainer Videos  $899 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  (Lives On Your Website) Personalized Event with GTM (Go-To-Market) Strategy Included  $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
  • Estate and Legacy Planning "Stress Test" Lead Magnet for clients and prospects $600 Value- Powered by ePIC Services Company
  • Enhance your LinkedIn Presence $499 Value
  • Guest Appearance on The Health and Wealth Podcast Show 
  • Exclusive Pre-Approach Marketing Videos To Introduce Kai-Zen branded to your company AND a customized lead capture page
    

Additional Marketing Options/Insights:

• Ready to start your first estate and legacy planning campaign? Click Here To Get Started with 30 GUARANTEED buying units for your event.
• 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