Financial Industry: Prosperity Worksheet

$19.00

If you are in the Financial industry, One Change That Guarantees Prosperity worksheet provides everything you need to create an educational worksheet to use as a lead magnet, bonus resource, or course material for financial abundance. Add your own insights, or use as-is.

Includes a Content Assets Branding Guide with instructions and tips for making the content your own. Fully customizable – easily edit the fonts, colors or switch out the graphics – or simply add your name and logo.

Ways You Can Use This Worksheet

  • Use as a giveaway to build your email list.
  • Repurpose the content in an email series, video or podcast.
  • Use as a handout for a webinar or presentation.
  • Send out to existing clients as a way to stay top of mind.

What would have taken you days to research, plan and organize will now take a fraction of the time so that you can get back to what you do best.

Description

 

FEATURES

If you are in the Financial industry, One Change That Guarantees Prosperity worksheet provides everything you need to create an educational worksheet to use as a lead magnet, bonus resource, or course material for financial abundance. Add your own insights, or use as-is.

This four-page worksheet covers:

  • Small Habits That Can Mean A Big Difference
  • Questions to Facilitate Change
  • Small Changes to Increase Saving

Includes a Content Assets Branding Guide with instructions and tips for making the content your own. Fully customizable – easily edit the fonts, colors or switch out the graphics – or simply add your name and logo.

Ways You Can Use This Worksheet

  • Use as a giveaway to build your email list.
  • Repurpose the content in an email series, video or podcast.
  • Use as a handout for a webinar or presentation.
  • Send out to existing clients as a way to stay top of mind.

What would have taken you days to research, plan and organize will now take a fraction of the time so that you can get back to what you do best.

REQUIREMENTS

Microsoft Word (Mac or PC Version) or Pages (Mac)

WHAT’S INCLUDED

  • Four-page pre-written and formatted worksheet delivered in a Microsoft Word and Pages file
  • Cover page with graphic 
  • Content Assets Branding Guide with tips to make it your own

IMPORTANT

Due to the digital nature of this product, no refunds can be issued. Please contact us should you have any problems using the files.
You may sell and distribute your finished ebook (pdf) however you wish. All fonts used in the ebook template are free for commercial use.
NOTE: Any distribution, sharing, altering, or selling of the Writerrs.com templates themselves in whole or parts are strictly prohibited.
Only editable with Microsoft Word + Pages. 

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