Build out overall budget initially

Help create adviser friendly website
Provide tools for education and sales for advisers

Determine overall strategy to target BD’s, RIA’s, Family Offices, etc.

Develop “pitch book” and full presentations

Educate about story and value proposition

Develop Capabilities Brochure

Simplify story for adviser to present to clients

Develop email campaign

Educate, branding, sponsor differentiation etc.
Drive activity to website
Coordinate date with CRM

Work with MBD to make sure all material and website are FINRA compliant

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