2018 Year End Tax Tips

How did 2018 fly by so quickly? It’s that time of the year again… when we’re all thinking about…TAXES… Download your year end tax tips kit!

Financial Planning Week 2018

In order to help you promote Financial Planning Week, we’ve put together a free social media kit including a social schedule, social media exclusive images and of course the awesome resources from FPSC. Download your free kit!

Financial Planning Checklist for Incorporated Professionals

When dealing with an incorporated professional, things can get pretty complicated. This checklist is focused on helping you make sure you don’t forget to discuss key aspects of a professional’s financial planning.

Financial Planning Checklist for Business Owners

When dealing with a business owner, things can get pretty complicated. This checklist is focused on helping you make sure you don’t forget to discuss key aspects of a business owners financial planning.

Financial Planning Checklist

This financial planning checklist is client-centric and focused on their entire financial picture with the goal of having a meaningful and open conversation with client/prospect about their finances.

Life Insurance Campaign

Summer time is a great time to catch up and plan for the next quarter. Many advisors head into the last quarter with little or no planning. Fortunately, we’ve put together a Life Insurance Marketing campaign to help you effectively market insurance so you have prospects ready to go in September. Download your free Life Insurance Campaign kit.

Spring cleaning your finances

How did Spring break sneak up so quickly? I feel like we just started the year…

For those that are into spring cleaning.. we’ve done a little twist- “Spring cleaning your finances” article and we’ve included spring break and Easter social posts.

Enjoy the break and eat lots of chocolate!

Writing your biography (for advisors!)

What? I have to write a bio about myself as a financial advisor? Where do I start?