This is a multi-part message in MIME format --_----------=_MCPart_258666952 Content-Type: text/plain; charset="utf-8"; format="fixed" Content-Transfer-Encoding: quoted-printable ** August Toolkit ------------------------------------------------------------ Promotional Item Strategies + New Placement Agency Prospecting Key Marketing Dates * World Senior Citizens=E2=80=99 Day - August 21st Sales Tools ** Golf Balls - Trusted Advisor Focus ------------------------------------------------------------ Details + Expected Arrival * In-Hand: Aug 8. Tracking to come. * USA and Canada * B2B partners only * 7 packs of 12 balls per pack (each box has 4 sleeves of 3 balls) =3D 24= total gifts * We are not gifting boxes=2C we are gifting one sleeve of 3 balls per per= son * To be given to Top Strategic Accounts Only=2C particularly Trusted Advis= or Channels: Wealth Advisor=2C Elder Law=2C Estate Planners=2C Conservator= s/Guardians=2C Geriatric Care Managers. VIP or Concierge Dr's. Strategy * Invite your Referral Partners from Trusted Advisor Channels=2C where we= have seen statistically high ratios of Tier 1 Clients=2C to a game of gol= f=2C driving range event or Top Golf. * This is an *Exclusive* Event * Choice between Top Golf=2C Driving Range or full Game of Golf is up to t= he HCL and their comfort level and interest of thier referral partners. * If you have VIP Referral Partners actively referring Tier 1 Clients=2C w= e recommend the full game of golf. We know some HCL's and partners have co= untry club access. Please use your professional judgement and budgets acco= rdingly. If you need support on budget and a premier account in mind=2C pl= ease talk to your sales leaders. * Have the golf balls as the take-home gift from the event. * Timeline: Q3 Goal: Actionable Next Step In addition to thanking our VIP referral partners for their partnership an= d business=2C our goal is to achieve 1+ of the following as a result of th= is event. * Warm Intro: Confirm someone in your network that the Trusted Advisor wou= ld like to be connected to and schedule a warm into meeting. * Refer Out: Meet with your CSM and identify a client who could be referre= d to the Trusted Advisor for their services (don't forget to document the= referral out in SF) * Office Presentation: Book a Speakers Bureau presentation with the Truste= d Advisor and potentially their office. Recommending True Cost of Aging De= ck. * LinkedIn Recommendation: Give the professionals an Endorsement on their= personal LinkedIn Pages=2C highlighting why you value working with them * PAC: Get the professionals to either join your Professional Advisory Cou= ncil Group or if they're already in your group=2C invite them to host an u= pcoming meeting with a topic of their choosing. ** Tumbler - SLC and GCM Focus ------------------------------------------------------------ Details + Expected Arrival * In-Hand: Aug 8. Tracking to come. * USA * B2B partners only * The tumbler is smaller in size and recommende