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!
Explore Our Knowledge Base
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
Coaching Session Replays
Premier Support
Meet with the AMH Team
Request help/ Submit a ticket
We're here to help you with any questions or issues you may have.
Service Request
Cancelation Request
Coaching Schedule
Wednesday @ 8am PST / 11 am EST / 11 pm Manila
Friday @ 9am PST / 12 am EST / 12pm Manila
WEDNESDAYS - "Digital Advisor Weekly"
The purpose of this Live Stream is to help in revolutionizing the way financial advisors connect, communicate, and build relationships with their audience in a more personal and impactful manner.
Links to Watch the Live
Youtube :
LinkedIn :
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 Warm up emails by following the step by step process.
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: [email protected]
Meet with Rob: www.schedulewithrob.com
Meet with the AMH Team: www.amhsupport.com
