Snapshots›Professional Services
EPIC Financial Services Snapshot
A comprehensive solution for financial advisors and planners, offering automated client engagement, financial planning workflows, and relationship management systems.
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What's included
Marketing Materials
- Prospect and client nurture email sequences
- Social media content calendar for 12 months
- Ad templates optimized for financial services keywords
- Client case study and testimonial templates
- Seminar and webinar presentation materials
Operational Systems
- Client service tracking templates
- Financial planning process workflows
- Documentation and compliance checklists
- Client review meeting frameworks
- Revenue tracking and business metrics
Automations
- New client onboarding sequence
- Annual review scheduling and preparation
- Client birthday and milestone recognition
- Market update distribution system
- Referral request and tracking automation
Sample workflows
Prospecting & Acquisition
- Lead generation and qualification system
- Prospect nurturing sequence
- Discovery meeting preparation
- Value proposition presentation
- Proposal and agreement automation
Client Service & Planning
- Financial planning process management
- Client information collection and organization
- Review meeting preparation and follow-up
- Investment management workflow
- Client communication cadence
Practice Management
- Compliance documentation tracking
- Client segmentation and service matrix
- Revenue tracking and forecasting
- Team capacity and responsibility management
- Strategic business planning tools
Pricing
Snapshot + Vision Control™ | Ignite (Annual)
Bundle with annual subscription to Vision Control™ | Ignite
$4997 + $1470/year
Get this SnapshotSnapshot + Vision Control™ | Ignite (Monthly)
Bundle with monthly subscription to Vision Control™ | Ignite
$4997 + $147/month
Get this Snapshot“This system transformed our financial planning practice. We went from constantly scrambling to keep up with client service to a smooth, predictable process. Our clients appreciate the consistent communication, and our team has the capacity to focus on high-value activities.”