[Insert your own logo, letterhead, or other branding here]
Do you want to become more financially savvy, but don’t know where to start?
Sign up to learn from the experts each month on our new podcast, NAIFA ClientCast®! Each episode features nationally-recognized guests and top professionals who will discuss tools and concepts that can help you reach your financial needs and goals. Topics include saving for college, maximizing Social Security, how to start the ‘money talk’ with family members, considerations for buying a home, tips for reducing your car insurance premium... and many more!
You can listen in any time at: www.RealWealthMedia.com/NAIFA or /yourcustomlink if you’re a Premier Member!
Simply provide your email address below, and we’ll make sure to send you an announcement of each new episode with a link to listen in. Enjoy the show!
MESSAGE FOR ADVISORS>
· Insert your disclosure (if necessary) and contact information here, and print on your own business letterhead.
· Put copies of these in your lobby and conference rooms.
· Bring a copy to every single appointment to make sure you’re gathering clients’ email addresses and have their correct information.
· Pro Tip: Ask your clients, “Are your kids are making smart choices with their money like you are? Probably not! Consider having them subscribe to my new podcast by providing me with their email address!” It’s a great way to show your clients you care not only about their money, but about the people they love. Plus, now you’re drip-marketing to a whole new prospect, and will be the first person those kids think of when wealth transfers!
<END ADVISOR MESSAGE>
Please provide us with the completed form below to subscribe to our podcast!
------
Please add me to your list to receive NAIFA ClientCast® episode announcements!
First Name: ______
Last Name: ______
Email: ______
Phone: ______