Got it!

We’ll get to work on creating your very own F.A.S.T. (Financial Education, Automation, Sweet Welcome, Time Savings)
Video Automation System Interface for you.

Next Step:

Approve or edit the text below.

This is the text that will go inside the customized card that’s mailed along with brownies to your new clients.

(This card will feature your logo on the front.)

Sample text for your card with brownies to your new clients:


Hi (Name of Your New Client),

Welcome to our financial advisory practice!

I’m thrilled to be helping you plan the financial future you envision.

Thank you for trusting us with this important role in your life.

To welcome you to our family, enjoy these delicious brownies.

I encourage you to call me when you are thinking about any important financial decision.

I cringe when a client starts a conversation with the phrase, “Guess what I just did?”

My job is to help you review the pros & cons of different financial choices before moving forward, so please, use me as your personal resource.

I love being of service to you and I look forward to the next time we talk by phone or in person.

(Your First Name)

(Your First and Last Name)

(Your Company Name)

(Your Mailing Address)

(Your Phone Number)

If you like the text above, just click the button below and we’ll set up your brownie system using the exact card text above.

If you’d like to edit this card text, please write the exact text you’d like us to use in your card below and then click the button below.