FinancialPro Marketing System For Financial Service Professionals
Experts Earn More. Only FinancialPro gives you:
- Up-to-date & relevant information to enable you to market yourself as
an expert to your sphere. - Used by financial advisors, brokers, insurance agents, accountants, bankers
and more.
Why settle for a newsletter when you can get:
- Financial news & economic commentary from a leading author
- Market Reports without complex charts
- Sales advice for your referral partners
- Hard-hitting personal finance articles
- Timely responses to industry and market changes to invoke a sense of urgency
- Ability to co-brand newsletters with your referral sources
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Pricing Options
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Monthly Pricing - $19.95 Per Month
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Quarterly Pricing - $17.00 Per Month
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Annual Pricing - $15.00 Per Month
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Group Pricing - We can provide a complete training and marketing program for your entire sales staff for one low monthly fee! Email us for group discounts.
Why FinancialPro Can Increase Your Revenue
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Frequently Asked Questions
Still have questions? Access our easy step-by-step Frequently Asked Questions.
» Learn More
Why FinancialPro Can Increase Your Revenue
-
Frequently Asked Questions
Still have questions? Access our easy step-by-step Frequently Asked Questions.
» Learn More
Finally, a system that doeseverything and is affordable!
- $19.95 per month
- $17.00 per month paid quarterly
- $15.00 per month paid annually
Group Discount
Email us for group discounts. We can provide a marketing program for your entire sales staff - for one low monthly fee!
Addressing Need For FINRA Approval
The materials provided are newsletters with up-to-date information. Because they are not product-based, they are not considered advertising. The newsletters are submitted each week to a national company’s compliance department which has determined over time that submission to FINRA is not necessary. If you have a compliance department, we will help you by submitting to them as well. Note that each newsletter has a “personal” paragraph which can be used by each user. If you are subject to FINRA approval, it is advisable to keep that paragraph generic as well. Additionally, there is ample space provided for any necessary disclosures.