LAUNCH YOUR NEXT MARKETING CAMPAIGN WITH THE CLICK OF A BUTTON

Marketing your financial services business doesn’t have to be hard. We’ve already done the heavy lifting.

Our team has created complete marketing campaigns built for your specific practice area.

We’ve written the content, built the landing pages, created the newsletter templates, scripted the webinar presentations, and put in the work so that you don’t have to.

  • Need more leads this month? Easy – just launch a Facebook campaign.

  • Want to keep your past clients more engaged? No sweat – just launch a 12-month newsletter campaign.

  • Want to build your brand as an expert in your practice area? It’s time to launch a webinar campaign.

We’ve already done the work. You just have to sign-up for our service and launch your next marketing campaign with the click of a button.

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Start Your 14-Day FREE Trial

DRIVE LEADS & GENERATE REFERRALS WITHOUT BREAKING A SWEAT

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New clients are the lifeblood of your financial services business. But marketing can be such a headache…

That’s why the Elite Marketing Platform is a game-changer.

  • We’ve written the content

  • We’ve designed the graphics

  • We’ve built the emails

  • We’ve designed the landing pages

  • We've recorded the videos

  • We'll even host the webinars live for you!

All you have to do is sign-up, then sit back and let our system do the work for you. Put your marketing on autopilot and let our machine do the heavy lifting.

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EASY, AUTOMATED MARKETING THAT REALLY WORKS FOR YOUR FINANCIAL SERVICES BUSINESS

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Marketing your financial services just got so much easier.

We’ve created an affordable, automated marketing solution just for financial professionals.

We’ve taken the most important, most effective marketing strategies and automated them for you.

Our platform provides you with all of the tools you need, including:

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Professionally Recorded Prospecting Videos
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Live Educational Webinars Hosted For Your Prospects and Clients
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Done-For-You PowerPoint Presentations
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Introductory Email Campaigns For Your COIs
To Send To Clients
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Social Media Campaigns
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Landing and Registration Pages
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Email Newsletter Campaigns

All of this is built and ready to go – including all of the copywriting and design work. With the Elite Marketing Platform, you can finally get the RESULTS you need from your marketing.

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STOP WASTING MONEY ON MARKETING THAT DOESN‘T WORK
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STOP HIRING EXPENSIVE COPYWRITERS AND GRAPHIC DESIGNERS
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STOP WASTING TIME AND ENERGY TRYING TO FIGURE OUT YOUR MARKETING

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Jeffrey Taylor

Financial Advisor

"It's obvious with the total value of your program, it's your intention to take over the world. #Gladtobeapartofit."

"I can’t begin to tell you how excited I am about this. 20+ years in the industry and you guys are giving me the tools to successfully do what I have always dreamed of being able to do but couldn’t bridge the gap."

Hal Cromwell

Financial Advisor

Johnathan Pollock

Financial Advisor

“First class all the way! This is amazing and I never regret getting involved in anything Elite does.”

“You have done an amazing job building the Elite Marketing Portal. So excited to be a member!”

Cathleen Volk

CPA

"I am really enjoying this! I don’t know why I didn’t plug in sooner. Every time I’m with the community you’ve built I come away feeling great!"

Marc Catona

Financial Advisor

"I launched a campaign and had a friend contact me about his wife’s IRA that wasn’t invested in a way they were happy with. So from that one campaign I picked up a $225k IRA client, which was awesome!"

Brian Dougherty

Financial Advisor

 

AUTOMATE YOUR MARKETING WITH PRICING THAT WORKS FOR EVERY BUDGET

Pricing is simple – and there’s no long-term contract required.
That’s because we know that once you get started, you’re going to fall in love with our service.

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Basic
$57/mo
  • 1 Practice Area:

    • Wealth Management

    • Insurance

    • Business Advisory

    • Tax Planning

    • Legal Needs

  • Unlimited Marketing Campaigns

Tier 1
Standard
$107/mo
  • Unlimited Practice Areas

    • Wealth Management

    • Insurance

    • Business Advisory

    • Tax Planning

    • Legal Needs

  • Unlimited Marketing Campaigns

  • Client Relationship Building Campaigns

  • How to Manage App Access

  • Monthly Group Call - Marketing Best Practices

Tier 2
Premium
$157/mo
  • Unlimited Practice Areas

    • Wealth Management

    • Insurance

    • Business Advisory

    • Tax Planning

    • Legal Needs

  • Unlimited Marketing Campaigns

  • Client Relationship Building Campaigns

  • How to Manage App Access

  • Monthly Group Call - Marketing Best Practices

  • Virtual Family Office Builder Campaigns

    • Accountants

    • Attorneys

    • Wealth Managers

    • Insurance Agents

  • Other Financial Professionals

Tier 3

To Book Your Time With Our

Virtual Marketing Assistant, CLICK HERE

BONUS

2020 Elite Growth Academy Access ($195 value)
  • Powerful presentations from successful advisors, CPAs, and business experts

  • Insights on how to build a more powerful, resilient, and relevant business. 

  • ​Tips to create more connection and value for high net worth clients. 

Annual Marketing Plan Starter Kit ($195 value) includes:
  • AMP Framework

  • AMP Formula Chart

  • AMP Blue print

  • AMP Manual

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But The Coolest Part Is All Of The Content -
Millions Of Dollars Of Content!

​This includes copywriting for emails, social media posts, PowerPoint presentations and scripts, leadpages, event registration, complete print resources including posters, flyers, as well as access to powerful presentations and advanced planning ideas from the top leaders in the Financial Industry.

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Randy Fox

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Anton Anderson

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Shennandoah

Connor

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Paul Latham

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Wilton White

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Jared Cohen

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Mike Bennett

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Unlimited Email Marketing

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Social Media Scheduling

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Integrated Texting

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Event Registration

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Digital and Print Files

Autoresponders

Complete Analytics

Leadpages

Presentations and Scripts

Content Tracks

Sign Up For The Elite Marketing Platform to Lock In The Special Pricing

Start Your 14-Day FREE Trial

A Full Library Of Proven And Done-For-You Marketing Strategies Which Includes:

  • Autoresponders

  • Print and Digital Files

  • Presentations and Scripts

  • Analytics

  • Newsletter

  • And So Much More!

  • Email Marketing

  • Social Media Scheduling

  • Event Registration

  • Leadpages

  • Text Messaging

  • Print Resources

Includes All Bonuses

We Give You EVERYTHING You Need To Market Your Online Or Offline Business In Less Time, With Less Frustration, And With Greater Results!

 
 
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“This is a very big moment for the Elite Resource Team.  I have wanted to find a solution to help our entire team save time and produce better outcomes with marketing and I'm 100% positive that The Elite Marketing Platform  is exactly what you need. I'm excited for you."

Michael Apollonsky

Marketing Manager