How to Create, Personalize and Print and Send Your Booklets
Question from advsior: I need your expertise. There is a person who is in my list of prospects and has requested 3 booklets, which I mailed to him 2 week...
Thu, 26 Sep, 2024 at 3:23 AM
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 4:25 PM
Each Retirement Prospects account is designed to be used by one professional. Therefore, the booklets are designed for one photo and one biography. It is ...
Thu, 26 Sep, 2024 at 5:10 AM
About the information in the booklets, this information was forced by FINRA. These booklets are used by people who are registered reps and subject to FINRA...
Thu, 26 Sep, 2024 at 5:10 AM
The autosend feature sends booklets to all prospects and cannot be turned off for individual prospects. The email drip system and the text messaging ca...
Mon, 15 May, 2023 at 2:46 PM