Broker Check

Presents

The Institute of Financial Wellness (IFW) platforms are industry specific digital platforms providing valuable financial education, resources, and access to financial
service professionals. The platforms include websites, email lists, and social media channels.

We have applied the time-proven method for advisors to develop a “target market” by profession and launched the same concept in the digital landscape with a
multi-platform digital media initiative based on financial wellness to niche professional markets. We then build audiences that are genuinely interested to meet with
a financial professional via the various digital platforms.

Once we attract the prospect, we conduct an introductory call to further qualify and introduce them in a favorable way to the advisor. Once the prospect is fully
vetted, we schedule the first meeting with the advisor. Importantly, we do this all digitally with extreme efficiencies in place for the prospect and advisor.
Additionally, the advisor is provided a proven sales presentation to guide the meetings. Automated CRM updates and client relationship support is also included.
The IFW offers a complete 360-degree sales and marketing solution to advisors selected to participate in the program.

WHAT YOU GET

  • Vetted and Qualified Leads
  • Sales System & Presentations
  • Automated Scheduling & Workflows
  • Client Relationship Support
  • Onboarding & Training


CURRENT IFW PLATFORMS


The Institute of Financial Wellness for Healthcare (IFWH) provides valuable financial education and planning solutions to everyone in the healthcare industry.
Everyone involved in a career in healthcare— nurses, physicians, radiologists, medical assistants, health aides, pharmacists, lab technicians, dentists, dental
assistants, EMT’s, physical therapists, chiropractors, occupational therapists, psychologists, acupuncturists, dieticians, anthologists, optometrists, massage therapists and more —deserves a well-planned and successful financial life.



The Institute of Financial Wellness for the Arts (IFWA) provides valuable financial education and planning solutions to everyone in the arts and entertainment
industry.

Everyone involved in a career in the arts—musicians, actors, creative professionals, graphic designers, visual artists, writers, directors, DJ’s, dancers, photographers, advertising professionals and arts administrators—deserves a well-planned and successful financial life.

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