Please note: The MoneyLink Newsleter is only available to Circle of Wealth® users with a curent Support Subscription. Free Sample are available toanyone.
Your ability to keep your name before both a potential client and an active client base can easily be the difference between success and failure.
MoneyTrax offers you a personalized newsletter, MoneyLink©, to distribute on a quarterly basis to your client base. Articles in MoneyLink are easy to read and designed to promote your business. Many encourage the reader to call for assistance. Each edition of MoneyLink will be personalized so that:
- Your picture appears once on the cover.
- Your personalized biography appears on the cover.
- Your name appears at least four times.
- Your phone number appears on the cover.
- Your address appears at least twice.
- Your company name appears at least twice.
- Your disclaimer or personal message will appear once.
Click Here to view the flyer layout and options.
You will receive a blue line proof to edit and approve prior to publication of the first edition only. Then, each published MoneyLink is first submitted to you in text form so you may have your Broker/Dealer approve it. Issues will be shipped to you in April, July, October and January. These issues must be redistributed from your office.
You may also download scanned samples of several past issues:
By clicking "Add to Cart", you are are choosing to start the ordering process for the MoneyLink Newletter. Please be sure to click the link below to download and print the detailed order form.
*** Newsletter pricing varies by quantity ordered. ***
Click Here to download and review the MoneyLink order form.
**For questions on the ordering process please contact Shawn at 321-369-9470 extension 203 or via email support@moneytrax.com .
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MoneyLink Newsletter (Set-up Fee)
