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FortyStack & The Referral Magnet

FortyStack & The Referral Magnet

Educating and Empowering Financial Advisors

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Knowledge is only powerful if you apply it. Now that you’ve read The Referral Magnet and know how to build a referrable brand, it’s time to put your plan into action. We’ve provided resources for each phase of your branding and marketing journey that correspond to everything you learned in the book. In our library, you’ll find resources like the Benchmarking Referability Survey, Audience Persona Guide, Relationship Marketing Template, and more. You’re just a few clicks away from everything you need to put your knowledge into action and make your brand a referral magnet – click any resource below to get instant access!

Benchmarking Your Referability

Benchmarking Your Referability:
Self Evaluation & Goal Setting

Download

Create Your Audience Persona

Create Your
Audience Persona

Download

Logo Guide

Step-by-Step Guide to
a Great Logo

Download

Brand Identity Guides

Brand Identity Guides
Customizable Template

Download

Relationship Marketing Plan

Relationship Marketing
Plan Template

Download

DIY Biography Guide

DIY Biography
Guide

Download

Directory Guide

Your Guide
to Directories

Download

Newsletter Template

Customizable
Newsletter Template

Download

Press Release Template

Press Release Guide &
Customizable Template

Download

Awards for financial Advisors

Common Awards for
Financial Advisors

Download

Client Favorites Survey

Client Preferences
Customizable Template

Download

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  • 580.275.2063
The Referral Magnet

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FortyStack is Coming Soon

As a financial advisor, you help clients maximize opportunities—but with your own brand, you’re often left in the dust. That’s why we developed FortyStack-so you can finally tackle your marketing with confidence. FortyStack is designed to teach you everything you need to know to DIY your business to the next level, and with our resources we’re confident you’ll maximize your brand presence
and increase your referrals and revenue.

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