BETTER AUTOMATE RESOURCES CENTER

BETTER AUTOMATE

The world's best

marketing automation program

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Eliminate all other marketing software & save 10X more money by having all the tools you need in just one platform.

FINANCIAL SNAPSHOT

The largest & most comprehensive

financial industry snapshot

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Our snapshot has hundreds of email templates, several workflows & topic-based pipelines that grow every week.

VIRTUAL ASSISTANT

A highly-skilled & pre-trained virtual assistant who can do it all for you

Read More

We have dependable virtual assistants managed by our team of experts who can do it all for you!

BETTER AUTOMATE

The world's best

marketing automation program

Read More

Eliminate all other marketing software & save 10X more money by having all the tools you need in just one platform.

FINANCIAL SNAPSHOT

The largest & most comprehensive

financial industry snapshot

Read More

Our snapshot has hundreds of email templates, several workflows & topic-based pipelines that grow every week.

VIRTUAL ASSISTANT

A highly-skilled & pre-trained virtual assistant who can do it all for you

Read More

We have dependable virtual assistants managed by our team of experts who can do it all for you!

Request help/ Submit a ticket

We're here to help you with any questions or issues you may have."

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Whether you're looking for answers to common questions or in-depth guides, our knowledge base is your go-to source for self-help and learning

Premier Support

Meet with the AMH Team

Coaching Session Replays

Coaching Schedule

M, W, F @ 8am PST / 11am EST / 12pm Manila

  • MONDAYS - Webinar Coaching session

This exclusive session is reserved for advisors who have enrolled in the WebinarKit package.

  • WEDNESDAYS - Digital Advisors Weekly

The purpose of this coaching session is to help those advisors who have not yet completed the branding process by defining their founders story, ideal audience, and unique sales proposition.

  • FRIDAYS - Coaching session for all advisors

The purpose of this coaching session is for advisors that have completed the onboarding process and are currently deploying weekly social media, lead nurture & lead capture campaigns.

REMINDERS:

**Follow-up campaigns are NOT included. These are considered as a NEW and SEPARATE campaign.

**You can swap out a marketing campaign for the equivalent of website pages.

ALL ADVISOR ARE REQUIRED TO:

  • Provide all content (email, website, etc.)

    • Test all of the VAS' works

  • Give a final written approval before launching anything - this needs to be sent on the WhatsApp channel

    • Give us a 2-week notice for any campaign requests

    • Give us a 30-day notice for VA Services cancellation

  • Read and understand the Advisor-VA Terms & Agreement posted on our website - Click Here

GET HELP WITH YOUR ONBOARDING SET UP

ADDITIONAL TOOLS & RESOURCES

Learn how to setup a personalized Twilio number for your Better Automate account.


Learn how to create a truly multi-channel sales pipeline. to increase LinkedIn connection


Learn how automate campaigns in Better Automate and Meet Alfred through Webhooks by Zapier.

Learn how to create voicemail drop on your campaign, in at least two different methods.


Learn the advanced strategy on what to post on your social media accounts


Helpful apps and platforms for your email campaigns, SEO, and website

Free Resources

Financial Advisor Lead Generation Resources

ONBOARDING CHECKLIST MASTER COPY

Email us: support@advisormarketinghub.com

Meet with Rob: www.schedulewithrob.com

Meet with the AMH Team: www.amhsupport.com