MoneyTrax offers client facing educational videos, vignettes, and printed materials to help advisors expand their market reach.

Client-ready Documents: Prospecting postcards, referral business cards, 10-step process brochures, client interest surveys, Personal Economic Model® graphic, and more.

Marketing Videos: MoneyTrax has ten professionally produced 5 to 10 minute videos which convey important financial concepts that clients need to know, like retirement planning, mortgage strategies, Qualified Plan tradeoffs, and the power of asset access.

These powerful videos are offered via DVDs or an embedded video player hosted on the advisor’s website.

Marketing Vignettes: MoneyTrax has professionally produced over 80 1-2 minute video vignettes that deliver a client facing standalone financial concept.

These powerful short vignettes are offered as an embedded video player hosted on the advisor’s website.

Advisors can learn more about MoneyTrax marketing tools by scheduling an Advisor Consultation.