Text
Library System (TLS)
If you want to succeed in business, don't spend your time or money "re-inventing the wheel!"
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Many professionals tend to devote more time, energy and money than they should in a constant effort to improve their practice. Imagine how much easier this task would be if you had an opportunity to "pick the brains" of some of the outstanding leaders in the financial services industry. What if you could spend an entire day with some of the pioneers in the field of financial planning, asking all your questions about managing a successful practice? How would you feel if after the meeting, these professionals offered to provide you with all of their own materials?
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TLS Pricing: Prices start at $595. Click Here for Price List. Text
Library System
free
Online Web presentation demonstrates how TLS will enhance your financial
practice TLS - Supplemental "Add-On" Modules. We have developed a number of "Add-On" modules for TLS to expand its use and provide added value for the user. The following is a list of modules that are currently available for TLS users:
Microsoft Outlook Synchronization Module Synchronize Text Library System client/prospect data with your Microsoft Outlook contact data - or your existing Outlook contact data may now be synchronized with TLS. Client/prospect information, including notes, can be transported easily, back and forth, between the two programs. Outlook also syncs with Palm Pilot and other Personal Digital Assistants (PDA). Therefore, if you are using this feature you can now carry your TLS client/prospect data on your PDA. Minimum system requirements: Outlook Version 98, 2000, and XP.
E-mail Marketing Module - Enables e-mail delivery of all Automatic Marketing materials to any selected Client/Prospect. Choose from home or business e-mail addresses. Estate Planning Campaign - We have developed this campaign for use with our marketing module to target the affluent individual. There are lots of "millionaires next door", but you may never acquire them as clients without the new TLS Estate Planning Campaign. Seminar Marketing Module - This module
automates the articles in Text Library System to facilitate ongoing
communication to your seminar attendees. It provides advance reminders
with, letters, supplemental articles after each session and follow-up
items for several months after the seminar or workshop is concluded. Compliance Module - A module that provides
additional record keeping, disclosure and pre-audit instructions. Check
out the Compliance Module to learn how to reduce your liability exposure.
Business Records Module - A module that includes corporate articles,
by-laws, minutes and resolutions. Check out Business Records to obtain
more information. Business Planning Module
- A module that includes
Venture Trac, business planning spreadsheet, plus advisory and business
plan text for the planner who does business planning. Check out Business
Planning to learn more about this module. |