Quarterly Newsletter
Like all of our client communications, we have had these letters approved by the Advisor Network and LPL broker dealers’ compliance department. You must get approval from your compliance department before using any or all portions of these letters.
THESE ARE FOR THE USE OF OUR 2022 COACHING MEMBERS ONLY!!
- Click here for the SHORT version of the 2nd Quarter Newsletter (for clients)
- Advisor Group Case #: 4832030
- Raymond James Ad #: 4836574
- LPL Tracking#: 1-05300756
- Click here for the SHORT version of the 2nd Quarter Newsletter (for prospects)
- Advisor Group Case #: 4832030
- Raymond James Ad #: 4836574
- LPL Tracking#: 1-05300756
- Click here for the LONG version of the 2nd Quarter Newsletter (for clients)
- Advisor Group Case #: 4832030
- Raymond James: 4836574
- LPL Tracking#: 1-05300756
- Click here for the LONG version of the 1st Quarter Newsletter (for prospects)
- Advisor Group Case #: 4832030
- Raymond James: 4836574
- LPL Tracking#: 1-05300756
Please note: Some versions of Word may disrupt the formatting of these newsletters. To show you what we suggest this newsletter should look like, we added a PDF below to confirm the correct layout.
- Click here for the PDF of the Short Client Newsletter
- Click here for the PDF of the Short Prospect Newsletter
- Click here for the PDF of the Long Client Newsletter
- Click here for the PDF of the Long Prospect Newsletter
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Please call our office at 866-866-0472 for more information.
Note to Raymond James advisors: While this material has been reviewed by Raymond James Supervision – Advertising Review, you will still need to submit the item to RJ Supervision – Advertising Review for review/approval of specific branch disclosures. If the submission is not altered and you are using Raymond James logo and disclosure, then please submit it as archive only. However, if it is altered or you use a DBA name, then please ensure it contains the appropriate non-affiliation disclosure and is submitted according to the applicable format.