Elevate Your Wealth Management Marketing with the Epic Wealth Management Snapshot

In the competitive world of wealth management, effectively reaching and engaging your local market is essential. The Epic Wealth Management Snapshot is a comprehensive, plug-and-play marketing solution designed to streamline your processes, nurture prospects, and convert clients into loyal promoters.

Comprehensive Workflows

Our all-encompassing system ensures no aspect of your marketing is overlooked:

Lead Engagement Sequences: Automate the journey from new lead to booked consultations.
Follow-Up Campaigns: Maintain engagement with prospects post-consultation.
Lead Reactivation: Re-engage inactive leads with targeted automation.
Database Management: Efficiently organize and segment your contact lists.
Automated Invoicing: Simplify your billing processes seamlessly.
Review and Referral Initiatives: Encourage satisfied clients to provide testimonials and referrals.
Nurture Email Series: Over two years of personalized weekly emails.
Special Occasion Workflows: Tailored communications for anniversaries, birthdays, and holidays.

Effective Nurture Sequences

Stay top-of-mind with prospects and past clients through our expertly crafted email campaigns, ensuring timely and relevant communication that fosters lasting relationships.

High-Converting Funnels

Leverage two optimized funnels that can function as standalone websites or targeted landing pages, enabling precise tracking of lead sources and maximizing conversion rates.

Exclusive Offer

Lifetime Access: Enjoy perpetual use of the snapshot.
Quick Win Launch Process: Implement swiftly with our guided setup.
Sales and Referral Tracking Pipelines: Monitor your business growth effectively.
Free Access to Guides and Training: Enhance your marketing expertise.
One Year of Updates: Stay current with the latest features.
60-Day Money-Back Guarantee: Experience it risk-free for two months.
Bonus: 30 days of ‘Build With Matt’ coaching recordings.

Epic Wealth Management Snapshot

60 day money-back guarantee. Try it out for 2 months to make sure it’s right for you!