Last Chance Checklist

55 Questions Everyone Needs to Answer by Dec. 31st—Your Fall 2018 Client and Prospect Campaign

  • Keep Connecting Without Making a Sales Pitch…
  • Develop 4th Quarter Business and Referrals…
 
Checklist Sample

100 branded Checklists
(your photo, logo, contact info)

Get the full campaign for just $397:

  • 100 branded Checklists (your photo, logo, contact info)
  • Unlimited use of PDF Checklist for your website, email newsletter, Facebook, LinkedIn, Twitter, etc.
  • Toolkit with email series, phone scripts
  • FINRA review letter for Checklist 

Want More Than 100 Hard Copies?

If you'd like more than 100 copies of the Checklist, here are the discounts. (Just select the quantity you want when ordering on the next page.)

Printed Hard Copies + Online (PDF) Campaign
Qty.
Price
Price per unit
Savings
100 $397 3.97 $0
200
$476
2.38
$118
300
$549
1.83
$242
400
$596
1.49
$392
500
$646
1.29
$539

The Last-Chance Financial Planning Checklist—Risk-Free GUARANTEE

100% satisfaction guaranteed

Advisors who regularly communicate with their clients and demonstrate that they're thinking ahead and monitoring potential new developments in clients' lives enjoy greater success than advisors who don't. That's why I urge you to conduct the Last-Chance Financial Planning Checklist Campaign this fall. And that's why I can make this guarantee:

Use the Last-Chance Financial Planning Checklist Campaign as your chief guide for developing a 4th Quarter client and prospect campaign. Use it for 90 days and follow all the campaign instructions. After 90 days, if you don't feel that your Last-Chance Checklist Campaign satisfied you and your clients, we'll completely refund 100% of your purchase price—guaranteed. Just call and tell us: Phone: 212-343-8760, Ext. 1.

About Horsesmouth

Since 1997, Horsesmouth has been helping financial advisors succeed by providing timely guidance on key topics such as business development, practice management, financial planning and investment strategies.

 

FOR INSTANT SERVICE: Call Toll Free: 1-888-336-6884 ext. 1
(Outside U.S.): 1-212-343-8760

 
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 ItemDescriptionQtyPriceDscNetTotal 
Last Chance Thumbnail2018 Last Chance Financial Planning Checklist Your Last-Chance Financial Planning Checklist Campaign includes: 100 Hard Copies of FINRA-reviewed personalized checklist; Online version of personalized checklist (PDF); Campaign toolkit (PDF); and FINRA-reviewed letter (PDF). 100 Custom Prints + PDF starts at $397. 100 397.00 0.00 397.00 $397.00

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