Marketing

Scripts, Templates, Social Network Links, Sales Cast
Where can I find articles, scripts, templates, social network links and Sales Cast? Marketing and communicating with clients is the foundational buildin...
Wed, 29 Jun, 2016 at 1:02 PM
Share My Screen with a Client for a Remote Presentation Pro
Although many of our trainings center around using in person with a client to run presentation pro, a large portion of our Advisor base work with clients ...
Tue, 7 Jun, 2016 at 4:44 PM
Step by Step - Uploading Client Documents in the Client Record
Step 1 - Log into your portal Step 2 - Go to the My Clients Tab (upper right corner of the home page) Step 3 - Search for your Client in th...
Fri, 8 Apr, 2016 at 10:31 AM
What is a Lead Credit?
What Is a Lead Credit? GMG's portal is equipped with a Smart Search Lead selection program.  When you are enrolled in a marketing program you a...
Thu, 10 Mar, 2016 at 1:40 PM
What if my client says, "We're Already Doing That!" or "We Are All Set!"
When working with potential clients you will get some who say things like: "We're all set." "Our CPA takes care of all of that.&...
Wed, 4 May, 2016 at 12:49 PM
What is the Difference Between the Basic & Advanced Programs?
The Basic & Advanced programs are designed to assist you to be successful within the Specialized Tax Division marketplace as well as additional servi...
Thu, 27 Jun, 2019 at 10:42 AM
Logged In GMG Portal / Change Password
If you are logged in to the Portal and wish to change your password, you can do so by navigating to the home page and clicking "Change Password" i...
Thu, 27 Apr, 2017 at 12:06 PM
Why Should I Buy a Marketing Kit?
Why Should I Buy a Marketing Kit? This is a great question! The marketing kit is a powerful tool enabling team members to attract new clients, educate e...
Thu, 8 Feb, 2018 at 12:01 PM