Sales and Marketing Strategies for Financial Advisors, Lawyers and CPA’s!
Download this worksheet to prepare your 2022 Marketing Strategy!
Click the button at the bottom of this page to download the Weekly WAVE Allocation Worksheet (as seen in Kitces.com) as well as a sample email to send to prospects. Print it out and make sure you fill out a new one on a weekly basis to stay on track!
If you have any further questions, please feel free to contact us.
See other ways we think by purchasing our Sales Manual on Amazon! →
Download WAVE Worksheet and Email Template
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