How to Create, Personalize and Print and Send Your Booklets
Video: https://app.screencast.com/0hsvqCbfziZJG We have a separate website www.advisorbooklets.com that guides you through the creation of your booklet...
Mon, 5 Aug, 2024 at 7:21 AM
Please watch this short video of using the site www.advisorbooklets.com
http://www.SeniorLeads.com/video/printing_booklets_video.html
Most adv...
Sat, 18 Jul, 2015 at 11:25 AM
Regarding your return address: It is best to use a “non-commercial” return address. Often, if people see the name of a large firm in the return address (e....
Wed, 28 Jan, 2015 at 6:10 PM
There is not a separate field to complete for your web site address. To have it display on your booklets, you can add it to the end of you...
Wed, 28 Jan, 2015 at 6:32 PM
how to add broker-dealer disclosure to booklets video: https://www.screencast.com/t/hhBOG5zvUYJ how to format bullet points correctly video: https:/...
Sun, 27 Sep, 2020 at 4:27 PM
The purpose of sending the booklet is to have them form a favorable impression about you. The prospect will get the booklet, look at the front cover and ...
Fri, 30 Jan, 2015 at 5:07 PM
From http://advisorbooklets.com/introduction.php
If you are not a subscriber to the SeniorLeads System, you can still purchase ebooklets...
Sat, 18 Jul, 2015 at 11:15 AM
Every time you get a lead, it clearly displays the type of lead. You then look in your back office under "what booklet to send."
Sat, 18 Jul, 2015 at 11:30 AM
We update our booklets annually. Or, in the case of some major tax or financial change, we will update sooner.
After the update (always com...
Sat, 18 Jul, 2015 at 11:24 AM
You do not need until your Seniorleads account is activated. You can login to a dummy booklet account and see exactly what you need to create booklets ...
Tue, 23 Jul, 2024 at 1:18 PM