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Templates & Courses

JotForm Templates & Training

Documentation Needs List Generator - JotForm Template + Training

A simple questionnaire that generates and sends a customized list of documents needed based on the client’s personal financial situation. 

$550.00 USD

Meeting Notes & Tasks - JotForm Template + Training

A pre-formatted note-taking form to be used during a client meeting. When form is submitted, meeting summary email is sent to client(s) and advisor.

$300.00 USD

Send A Referral Form - JotForm Template + Training

A form that facilitates and streamlines the referral-making process for clients or COIs. Pre-set template that requires only the entry of a few pieces of simple information to send a referral email to another person.

$300.00 USD

Preliminary Questionnaire - JotForm Template + Training

An easy-to-follow intake form that makes gathering prospect data simple. Pre-screen potential clients and use the data to foster conversation.

$200.00 USD

Retirement Readiness Questionnaire - JotForm Template + Training

A form designed to estimate the client's readiness for retirement and make suggestions for to how to get on track if funding is short.

$550.00 USD

Onboarding Questionnaire -JotForm Template + Training

A form designed to gather data from a new client, including information needed to start investment account opening or transfer paperwork.

$300.00 USD

JotForm Training

JotForm Basics Training Course

A two-part course. Learn how to create and customize a simple, online questionnaire to collect prospect or client data.

$147.00 USD

JotForm Intermediate Training Course

Learn how to create and customize confirmation emails and PDFs.

$147.00 USD

JotForm Advanced Training Course

Learn how to use conditional logic, pass data between links and complete calculations.

$147.00 USD

JotForm Essentials Training Course Bundle

ALL our JotForm courses in one bundle. Save 20% when you buy all 3 courses as a bundle!

$347.00 USD

Email Campaign Templates

eMoney Onboarding - Email Campaign Template

An Onboarding Campaign with template emails covering: A summary of the next steps in your onboarding process, Instructions for clients to link their accounts to eMoney with snapshots included, Instructions for clients to upload documents to the vault in eMoney with snapshots included, Instructions for clients to access their portal on mobile with an overview of the mobile site and snapshots included

$50.00 USD

Money Guide Pro Onboarding - Email Campaign Template

An Onboarding Campaign with template emails covering: A summary of the next steps in your onboarding process, Instructions for clients to link their accounts to Money Guide Pro with snapshots included, Framework for a documentation upload email; because Money Guide Pro does not have a vault feature, you will need to customize this to reflect your actual documentation storage system.

$25.00 USD

Right Capital Onboarding - Email Campaign Template

An Onboarding Campaign with template emails covering: A summary of the next steps in your onboarding process, Instructions for clients to link their accounts to Right Capital with snapshots included, Instructions for clients to upload documents to the vault in Right Capital with snapshots included, Instructions for clients to access their portal on mobile with an overview of the mobile site and snapshots included

$50.00 USD

Advizr / Orion Planning Onboarding Email Campaign

An Onboarding Campaign with template emails covering: A summary of the next steps in your onboarding process Instructions for clients to link their accounts to Advizr / Orion Planning with snapshots included Instructions for clients to upload documents to the vault in Advizr / Orion Planning with snapshots included Instructions for clients to access their portal on mobile with an overview of the mobile app and snapshots included  

$50.00 USD

Investment Principles - Email Campaign Template

A Drip Email Campaign with four template emails covering: Risk tolerance, Asset allocation, Stocks vs. bonds, Active vs. passive investing

$60.00 USD

Retirement Readiness - Email Campaign Template

A Drip Email Campaign with four template emails covering: Building a retirement lifestyle plan, Gathering pre-retirement documents, Evaluating your assets and budget, Addressing areas of opportunity for retirement income

$60.00 USD

Saving For College - Email Campaign Template

A Drip Email Campaign with three template emails covering: The rising cost of college, 529 Plans and alternative ways to save, Non-traditional routes to education

$54.00 USD

Starting a Business - Email Campaign Template

A Drip Email Campaign with five template emails covering: Defining a niche, Setting up an entity, Tracking expenses, Choosing technology, Cost-effective marketing

$65.00 USD

Student Loan - Email Campaign Template

A Drip Email Campaign with five template emails covering: Student loan statistics, Federal vs. private student loans, Income-driven repayment plans, Student loan forgiveness options, Money-saving repayment strategies

$65.00 USD

Tax Planning - Email Campaign Template

A Drip Email Campaign with four template emails covering: Tax Planning for Homeowners, Tax Planning for Student Loans, Tax-Smart Savings Accounts, Tips and Tricks for Tax Filing

$60.00 USD

Zapier Templates & Training

Custom Wealthbox - Zapier Integration

Completely expand the capabilities of the standard Wealthbox - Zapier integration. Trigger Zaps to run off: tasks completed, workflow steps completed, new or updated contact records, new or updated tags applied. Available Actions include: Update existing contact record, update opportunity, update event, update task, update workflow and complete workflow step.

$250.00 USD

Custom Redtail - Zapier Integration

Completely expand the capabilities of the standard Redtail - Zapier integration. Trigger Zaps to run off: contact birthday, or upcoming review date. Available Actions include: Find existing contact record, activity or note,  complete workflow step or workflow task, update contact activity or note, create contact note, create workflow.

$250.00 USD

Zapier Templates

Add New Redtail Contacts to ActiveCampaign - Zapier Template

Sync your new Redtail contact records with your ActiveCampaign account. Template only with written instructions, no video training.

$100.00 USD