Client Services

Video:  https://app.screencast.com/0hsvqCbfziZJG We have a separate website www.advisorbooklets.com that guides you through the creation of your booklet...

Please watch this short video of using the site www.advisorbooklets.com  http://www.retirementprospects.com/video/printing_booklets_video.html Mos...

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....

  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...

how to add broker-dealer disclosure to booklets video:  https://www.screencast.com/t/hhBOG5zvUYJ how to format bullet points correctly video: https:/...

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 ...

From  http://advisorbooklets.com/introduction.php  If you are not a subscriber to the Retirement Prospects System, you can still purchase ebookl...

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."

We update our booklets annually.  Or, in the case of some major tax or financial change, we will update sooner. After the update (always complete...

You do not need until your Retirement Prospects account is activated.  You can login to a dummy booklet account and see exactly what you need to  create boo...