Offer your customers a way to make smarter financial decisions.
The Financial Counselor Notebook is the cornerstone of a complete financial services marketing plan.
This easy-to-use notebook contains nearly 50 pages of forms, worksheets, goal setting ideas, tax and credit card information, and step-bystep instructions that bring clarity and insight to your customer’s financial decisions. All notebooks can be customized for your organization.
This financial tool is also ideal for financial planners, broker dealers, banks, CPA firms and other groups who wish to increase the value of their financial services.
Professionally designed marketing materials are available to support each step of your success.