THANK YOU FOR ORDERING!

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Next Steps:

Schedule a Call

You will receive an email from our team requesting the following information:

  • Your Logo - We recommend a high-quality vector image
  • Your Business Name - How you want it to appear
  • Advisor Name - To Appear on Last Page (Not Required)
  • Your Address - Choose One Address
  • Your Brand Colors - Two colors that best identify your firm in HEX format
  • Your Legal Disclosure - Your firm’s disclosure statement

Orders received by 5 PM EST on Tuesday of this week will be processed and ready for draft review by the end of the day on Thursday.

If you have any questions, you can reach our team via email or phone.

THANK YOU FOR ORDERING THE CUSTOM BRANDED TAX GUIDE PDF!

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Next Steps:

You will receive an email from our team requesting the following information:

  • Your Logo - We recommend a high-quality vector image
  • Your Brand Colors - Two colors that best identify your firm
  • Your Legal Disclosure - Your firm’s disclosure statement

In less than 48 hours, we will email you a draft copy of your custom PDF. If any changes need to be made, let us know, and we will make the updates and send you the final draft. 

If you have any questions, you can reach our team via email or phone.

How to market your Custom Branded 2023 Tax Guide?

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So you’ve got your professionally branded tax guide - now what? Let us help you market your guide to ignite your business in 2023. 

Below is a link to our Sales Funnel Guide. This guide will help you and your team promote your custom branded 2023 Tax Guide to your customers and prospects.

Schedule a call with one of our team members today and we’ll show you EXACTLY how we can help you grow your business in 2023!

Schedule a Call
Sales Funnel Guide
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