FREE Content Below 👇
Thanks again for taking the time to check out this FREE content.
Remember, this is a beta test to see if there is interest in free and customizable content by the greater financial advising community.
I will be relying on your feedback. The more constructive feedback you give me, the better the content will be and the more value you will receive.
See the links below to give me feedback, suggestions, or to schedule a short networking call.
How to Download the FREE Content
All my content is created on the Google platform. If you don’t have a google account, you can easily create one HERE.
Once you have an account, the links will take you to a Google document. To edit the document, you simply need to save a copy to your Google Drive and from there you can edit it.
I have added some “comments” and highlights to help guide you on what to customize for your specific firm.
As this project matures, our systems for downloading and editing content may change, but at this stage, Google makes this process incredibly easy.
I hope you and your clients enjoy the FREE content.
The FREE Content 🙌 😎
Here are your two FREE Blogs:
I created a Goal Worksheet for our clients, and I thought I would share it with you as a free resource. Everything is changeable, so simply add your own branding, phone numbers, and images. It took me about 30 minutes to update this for an advisor who just joined Clear Creek. It could be a good task to delegate to a rock-star team member who pays close attention to details.
Have a great idea on some content you want me to write about? Let me know Suggestion Form.
If you are interested in being a contributor and to get your name and company in front of some financial professionals, drop me a line HERE.
Let’s Connect! I love meeting new advisors. Networking is a great way for us to learn from and encourage one another. My goal for 2022 is to meet 5 new advisor each week. Let’s chat for a few minutes. Send me your calendar link or if you prefer, here is my calendar link – Calendar Link.