Marketing Transition Toolkit
Launch with Confidence. Earn Client Trust from Day One.
You’ve decided to make a change that will take your business to the next level. We understand you need to launch with client-ready precision.
Our Launch Package is your “easy button” that delivers the marketing essentials you need in just 4-6 weeks. Minimal effort from you, maximum impact for your business.
RIA Services Exchange Advantage
15% off one-time set-up fee
Benefits
Launch with Confidence. Earn Client Trust from Day One.
We deliver everything you need to look polished, compliant, and client-ready in just 4-6 weeks:
• Transition-ready website (to include homepage, about/firm overview page, service page, and bios) with updated stock or client-supplied photography, client-provided copy/content and basic SEO (includes monthly hosting for the first year)
• New business card design with appropriate disclosures and printing coordination (package includes business card set up for up to 5 team members; printing cost billed separately based on number of cards and quantities)
• Electronic letterhead for client communication
• Training video to achieve LinkedIn All Star profile status for you and your team