MyCTC™ for Financial Advisors
Turnkey Automated Marketing Program
Are you ready to utilize Automated Marketing to attract and retain new clients and assets?
What if you don’t have the time or internal staff to develop the content and setup the technology yourself?
MyCTC™ for Financial Advisors has another idea: Develop a low-cost, three-step turnkey automated marketing program that showcases your thought leadership and nurtures prospect interest.
Let CTC do the heavy lifting to get you up and running, Here’s how it works:
Step 1: Upon your signup, we’ll undertake the following:
- Upload your logo, company name, biographies for inclusion in your Turnkey Automated Marketing Program
- Provide landing page for downloads
- Install contact capture form on landing page
- Provide six-part lead nurturing program
- Email 1: Introduction to you
- Emails 2-5: Four emails, one each for your four prospective client thought leadership themes below
- Email 6: Call to action
- Provide you with a choice of four, contemporary thought leadership themes in the form of four, two-page white papers from our Wealth Management Library
Choose four of the following thought leadership themes for your program
- Your pre-retirement planning checklist How ready are you for retirement? Our quiz and checklist will help you gain a full picture of your pre retirement situation: from reviewing insurance needs to creating a realistic budget.
- Beyond capacity: When a wealth manager is needed How complicated does your financial situation have to be before it’s time to call for help?
- Getting personal about leaving a legacy Not only is your legacy an expression of your personal values and vision, it can inspire others.
- When “buying and holding” isn’t enough: The case for alternatives: After the 2008-2009 global recession, it’s clear yesterday’s traditional solutions may not always be right for the next 10 to 15 years. Can alternative investments help today’s investors find a way forward?
- Be prepared in an emergency it’s easy to lose track of scattered sources for bank account numbers, insurance information and much more. This one-page form will help you keep all of your critical financial emergency information together at one time and in one place.
- Seven facts every executive should know about stock options Unlocking the complex potential in your stock-based compensation can be made easier when you consider these seven facts about stock options.
- Seven myths about 529 college savings plans Myth #6: Only parents can contribute to their children’s 529 accounts. Don’t let misconceptions like this keep you from reaching goals for college savings.
- Three steps to better long-term care As part of your financial planning process, it’s important to understand the potential impact that needing long-term care may have on your assets, your family, and your future.
- Wealth transfer planning with lifetime gifting How to make tax-free gifts to an irrevocable trust annually and reduce the size of your taxable estate in the process.
- Is succession planning just around the corner for your business? A key factor in the collapse of family owned businesses is the failure to have proper succession plans in place.
Step 2: We will setup CaptureTrackConvert Technology for you:
- Establish user accounts
- Initiate lead scoring rules and methodologies
- Upload and create email lists
- Identify segments
- Alerts and reports
- Install tracking code
- Develop campaign branching segments and scoring
- Implement custom email template
- Test campaigns and branches
- Launch program
Step 3: We’ll provide a 1 hour training webinar for you and your team on how to use CTC going forward
All of this for $2,750
The MyCTC™ package includes logo upload to one advisor firm. For firms with multiple independent advisors looking to upload additional logos, there will be an extra fee of $375 per advisor to setup their version of the program as mentioned above.
The MyCTC™ package does not include your monthly subscription fee.
Any other supplemental creative or technology services will be billed as out-of-pocket expenses.
All legal reviews are the sole responsibility of the client.
