AI Solution
Opportunity Pipeline
Target Clients
Current Clients' Children #
General Public #
Retirement Plan Participants #
Advertising Campaigns
Courses
COI Referrals
Strengthen Current Client Relationships by Adding Value
Internal Client List #
Social Media
Facebook #
Instagram #
Pinterest #
Reddit #
Tumblr #
Twitter #
LinkedIn #
Retirement Plan Participants #
Current Clients' Children #
O&S Candidates #
Tech Stack
CRM
Financial Planning
Custodians
Trading Platform
Website Hosting
Courseloads
Options to Collect Revenue
Monthly Subscition Revenue
Single Product or Course Purchase
New AUM
Old O&S Candidates #
New Leads
Courses$$
AUM$$
AUM & Courses $$
Offer Based on Client Needs
Inititae Pipeline To Landing Page
AI Solution(AUM) & Courses #
Wealth Simply Courses #
AI Full Solution (AUM Gathering) #
Manual Initiation of Pipeline Based on Need #
Manual Initiation of Pipeline Based on Need #
Annual Payment
Quarterly Payment