New tools for financial professionals managing marketing in-house

Bundle

In-House Financial Marketing Starter Library

A practical library for financial professionals who want to create content, educate their audience, and strengthen their marketing internally.

Individual product value $454

$299

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What Is Included

Client Engagement

65 Client Engagement Prompts and Polls

Start better client conversations without writing them from scratch.

  • 65 engagement prompts and polls
  • Ideas for multiple marketing channels
  • Application guidance
  • Quick-start instructions

$49 individually

Content and Visibility

LinkedIn Visibility Toolkit

Publish on LinkedIn consistently with a system instead of guesswork.

  • LinkedIn strategy guide
  • Profile optimization checklist
  • Content-pillar builder
  • Weekly content planner

$69 individually

Content and Carousels

Financial Education Carousel Kit

Explain financial topics clearly with carousels that are already written.

  • 12 complete carousel scripts
  • Caption starters
  • Calls to action
  • Editable carousel layouts

$79 individually

Content Planning

30-Day Content Planning System

Plan a full month of content in one sitting.

  • 30-day planning calendar
  • Weekly content themes
  • 30 financial content ideas
  • Content-pillar worksheet

$59 individually

Campaign Tools

Webinar Campaign Toolkit

Run an educational webinar campaign end to end.

  • Webinar planning timeline
  • Topic and title development tools
  • Registration-page copy
  • Promotional emails

$99 individually

One Library, Six Working Systems

Purchased individually the six products total $454. The library is $299.

View the Complete Library