MoneyTrax is dedicated to providing you with marketing tools that
increase prospects and referrals, and strengthen client relationships.
MARKETING GETTING STARTED CHECKLIST  Step 1: Review the MoneyTrax Marketing Handbook and the information on this site. This free handbook includes marketing tool pricing and order forms, tips, sample workshop invitations and handout materials, and direction for creating an effective marketing plan.
CLICK HERE to download the handbook!
Step 2: Submit your online Advisor Practice Profile and download Marketing Consultation Forms. Step 3: Schedule a Complimentary Marketing Consultation.
CLICK HERE to view available time slots and schedule your consultation.
Step 4: Hold your Complimentary Marketing Consultation where we will:
- Review your Advisor Practice Profile
- Recommend a Marketing Plan
- Review recommended marketing tools
- Show you how to implement your plan
Step 5: Implement your marketing plan based on your goals and budget by submitting applicable Marketing Tool Order Forms (included in MoneyTrax Marketing Handbook). Track your marketing initiatives using the Marketing Initiative Tracking Spreadsheet.
MARKETING TOOLS
Goal: More Prospects Recommended Tools
Goal: More Referrals Recommended Tools Goal: Stronger Client Relationships Recommended Tools
Other Printed Materials to Use in Your Practice
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