12 MONTH MARKETING PROGRAM
WITH LET'S TALK FINANCIAL WELLNESS^®

This is a highly personalized automated multi-channel marketing program designed to help financial professionals build client relationships, and to grow their business. Each of your clients will receive at least one monthly personalized communication from you to ensure you stay connected and brand yourself as the go-to financial professional. Your custom marketing program includes 18 annual touch points; 12 direct mail and six digital.