How to Create, Personalize and Print and Send Your Booklets

How to create and personalize booklets
We have a separate website www.advisorbooklets.com that guides you through the creation of your booklet with your photo, biography and any personalized info...
Sat, 18 Jul, 2015 at 11:18 AM
How to Print Your Booklets
Please watch this short video of using the site www.advisorbooklets.com  http://www.SeniorLeads.com/video/printing_booklets_video.html Most adv...
Sat, 18 Jul, 2015 at 11:25 AM
Your envelope for the booklet
Regarding your return address: It is best to use a “non-commercial” return address. Often, if people see the name of a large firm in the return address (e....
Wed, 28 Jan, 2015 at 6:10 PM
Print website address in booklets
  There is not a separate field to complete for your web site address.  To have it display on your booklets, you can add it to the end of you...
Wed, 28 Jan, 2015 at 6:32 PM
Booklet formatting - bullet points
how to add broker-dealer disclosure to booklets video:  https://www.screencast.com/t/hhBOG5zvUYJ how to format bullet points correctly video: https:/...
Sun, 27 Sep, 2020 at 4:27 PM
what is the purpose of the booklet?
The purpose of sending the booklet is to have them form a favorable impression about you.  The prospect will get the booklet, look at the front cover and ...
Fri, 30 Jan, 2015 at 5:07 PM
What is the cost of the booklets?
From  http://advisorbooklets.com/introduction.php  If you are not a subscriber to the SeniorLeads System, you can still purchase ebooklets...
Sat, 18 Jul, 2015 at 11:15 AM
How do I know which booklet to send?
Every time you get a lead, it clearly displays the type of lead. You then look in your back office under "what booklet to send."
Sat, 18 Jul, 2015 at 11:30 AM
Annual updates of booklets
We update our booklets annually.  Or, in the case of some major tax or financial change, we will update sooner. After the update (always com...
Sat, 18 Jul, 2015 at 11:24 AM
Immediate Access ot booklets
You do not need until your Seniorleads account is activated.  You can login to a dummy booklet account and see exactly what you need to  create booklets ...
Thu, 28 Feb, 2019 at 12:47 PM