Making marketing simpler and more effective.
HLH Marketing Assets
M&C Onboarding Progress
| Stage | Phase | Status | |
|---|---|---|---|
| 01 | Website Materials | Phase 1 | New |
| 02 | Asset Personalization & Approval | Phase 2 | New |
| 03 | Internal Announcement | Phase 3 | New |
| 04 | Client Announcement | Phase 3 | New |
| 05 | Ongoing Marketing Cadence | Phase 4 | New |
| 06 | Strategic Campaign Engines | Phase 4 | New |
Website Materials
Build and publish the HLH Wealth landing page. All items must be live before client communications.
01 Website Wireframe
Recommended page layout, sections, and CTA placement for the Wealth landing page.03 Website Disclaimers
Legal and privacy disclaimer language with implementation instructions for each.02 Website Copy
All written content for the Wealth page, including the advisory framework and wealth solutions.04 General Disclaimer
Firm independence statement placed at the bottom of the Wealth page. Required before any public announcement.05 Integrated Advisory Member Brand Use Guide
Guidance for presenting your firm’s Integrated Advisory™ membership across email signatures, business cards, website placement, and other approved brand applications.07 HLH Wealth Logo
Co-branded logo used across all IA-prepared materials.Launch Communications
Materials
01 Internal Announcement Email
Aligns your team before anything goes to clients. Explains what IA is and what staff can expect.03 Firm Intro Email
Your first client communication. Introduces the IA relationship and includes the unsubscribe link.05 Announcement Templates for Social Media
LinkedIn post options for the firm and partners announcing the Integrated Advisory™ membership.07 LinkedIn Update Guide
Step-by-step instructions for each advisor to update their LinkedIn profile.09 Tax Package
Letter and IA Experience Sheet to include with client tax packages.02 Resource Email
Follow-up email consolidating key educational and reference materials for the internal team.04 Unsubscribe Form & Implementation
Client opt-out form. Must be live before any client-facing emails are sent.06 Email Sequence
Automated welcome series: Welcome, FAQ, Testimonial, Next Steps, and Newsletter Introduction. Adapts to client engagement.08 Press Release Announcement
Formal announcement of S+C's Integrated Advisory™ membership for distribution to media, clients, and professional networks.10 Welcome Video - Coming Soon
Short video introducing the IA model. Added to the website or email sequence once complete.Brand, Infrastructure, and
Operational Enablement
01 My Why
Priority exercise for individuals focused on personal financial goals.03 Business Why
Priority exercise for business owners across Freedom, Protection, and Connection.05 Insurance 101
Client-facing overview of insurance types, why they matter, and what to expect when applying.07 Integrated Advisory Experience Sheet
Client-facing overview of the Integrated Advisory Experience™ and the Discover–Advise–Implement–Review framework.09 Investment Management Sheet
Overview of the Investment Management Review process and pricing tiers.02 Our Why
Priority exercise for couples or families using the same framework.04 Tax Season One-Pager
Advisor reference tool mapping financial statement indicators to planning opportunities.06 Integrated Planning Checklist
Client checklist covering six key areas of financial and life planning.08 Risk Management Sheet
Overview of the Risk Management Review process and pricing tiers.10 Comprehensive Financial Planning Sheet
Overview of the full planning experience, framework, and pricing.Integrated Advisory
Marketing & Communications
Feedback Form
The Integrated Advisory M&C Feedback Form offers team members and stakeholders a formal channel to submit questions, concerns, or feedback on marketing and communications. Submissions are reviewed within one business day, supporting transparency, collaboration, and continuous improvement across content, messaging, campaigns, and communication processes.
