Become a Partner
Staying in touch with clients in a way that builds meaningful relationships is crucial for your practice. Total Cents has created a turnkey platform that provides customized solutions for financial professionals to stay in touch with their clients on a topic that is near and dear to their hearts—their children.
Here are the compliance-ready resources that we have created for your clientele:
It Makes Total Cents is a short, easy-to-read bite-size guide of the 12 most important money topics to help parents instill good financial habits in their children.
Branded Notecards and Letterhead Templates
Notecards for advisors to write a handwritten note to accompany the books. For those who prefer not to utilize handwritten notes, we have created letter templates with recommended verbiage to include in that correspondence as well as envelopes to package the book and notecard.
Monthly Email Templates
Compliance ready emails that you can copy/paste to your clients which highlight each of the 12 lessons (one per month) as a caring nudge that keeps your name and your brand in front of the client on a NON-PRODUCT conversation.
“Book Packing Day” Speaking Events
Tom Henske is also available to be on site for any “Book Packing Days.” He will talk to your financial professionals and staff about the mission and process for maximizing your and your clients’ experiences on the topic.