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Auction Items - Business Building Tools

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# Item Value Current Bid

1 Advisor Website Starter Package $1,000 $300
Donor: Iconic Group

A specially designed website package for Wealth Advisors looking to develop a professional and effective online presence.

2 Business Portrait Session $600 $210
Donor: Merrow Photography

A two hour creative session for corporate bios, and/or team picture for a website or print mediums

3 Client Audit with Premium Level support plan $1,500 $450
Donor: Julie Littlechild, Advisor Impact

The Client Audit is a client feedback program designed to help financial advisors build deeper client relationships and increase revenue and referrals.

4 Horsesmouth Advisor Power $200 $20
Donor: Horsesmouth

16 'What's-Working-Now' Action Plans that deliver immediate impact-happier clients, wealthier prospects, growing profits.

5 Horsesmouth Automatic Referrals Program $100 $10
Donor: Horsesmouth

How to Instill Discipline in Your Referral Strategy and Guide Your Clients to Deliver Perfect Prospects Every Time

6 Horsesmouth Client Events Program $200 $45
Donor: Horsesmouth

Top performing advisors have mastered the critical skill of hosting intimate, low-pressure, and fun client events - Here's how they do it.

7 Horsesmouth Rich Niche Mastermind Group $1,000 $200
Donor: Horsesmouth

A proven one year program to help you select and build presence as the go to resource in a key niche group in your community - offered by America's leading online resource for financial advisors.

8 One year subscription to Camp Connelly
(2 available - awarded to top 2 bidders)
$350 $125
Donor: Don Connelly

Camp Connelly is an extraordinary 'e-boot camp' available to reps 24/7. It's for Financial Advisors who want to open more accounts and make more money.

9 Pareto Systems - Systems in Action $2,000 $300
Donor: Duncan Macpherson, Pareto Systems

Includes Referral Coaching Program with a Pareto Certified Coach, a one year subscription to the Pareto Platform and access to the Pareto Business Assessment and Planning Process