01 Website Wireframe

A reference layout for HLH’s Integrated Advisory Wealth page. It shows the recommended page structure, section order, calls to action, and overall content flow.

Use this as the structural guide when building or updating the HLH Wealth page. Follow the recommended layout and pair it with the approved Website Copy when developing the final page.

‍‍03 Website Disclaimers

Approved legal and privacy disclaimer language required for HLH’s website as part of the Integrated Advisory membership. The resource includes both a Legal Disclaimer and Privacy Disclaimer.

Add the Legal Disclaimer as a standalone section within HLH’s Terms & Conditions page. Add the Privacy Disclaimer as a clearly labeled section within HLH’s existing Privacy Policy. Replace firm-name placeholders with HLH, but do not materially change the approved wording. Both should be live before any public announcement related to the membership.

‍‍02 Website Copy 

Approved starting copy for HLH’s client-facing Integrated Advisory Wealth page. It explains the integrated planning approach, common client needs, the Integrated Advisory Experience, available planning solutions, and the relationship between HLH and Integrated Advisory.

Use this copy when building the HLH Wealth page. Adapt it to the approved HLH page structure where appropriate while maintaining the intended messaging and client journey.

04 General Disclaimer

Approved general disclaimer explaining the relationship between HLH, Integrated Advisory, and Integrated Advisory Professionals Network Inc.

Place this disclaimer at the bottom of the HLH Wealth page or equivalent Integrated Advisory landing page. Replace the firm-name placeholder with HLH and keep the approved language intact. The disclaimer should be published before any public announcement related to the Integrated Advisory membership.

‍‍05 Integrated Advisory Member Brand Use Guide

A practical brand-use guide explaining how HLH should reference its Integrated Advisory membership across email signatures, the Proud Member Badge, business cards, websites, print materials, social media, and other applications.

Refer to this guide whenever creating or updating materials that reference Integrated Advisory. HLH should remain the primary brand, with Integrated Advisory positioned as a secondary membership affiliation.

The approved visual badge used to identify HLH as a member of Integrated Advisory.

Use only the supplied badge file. Do not redraw, recolour, crop, stretch, or recreate it. Follow the Member Brand Use Guide for approved placement on websites, email signatures, and other materials.

07 HLH Wealth Logo

The approved HLH logo asset for use across HLH-branded Integrated Advisory materials.

Use the supplied logo where HLH branding is required. HLH should remain the primary brand when used alongside Integrated Advisory membership branding.

‍‍01 Internal Announcement Email

An internal communication template introducing the Integrated Advisory membership to the HLH team. It explains what Integrated Advisory is, why the firm joined, and what staff can expect as the rollout begins.

Customize the firm and leadership placeholders and distribute internally before broader client-facing communications. Use it to help staff understand the relationship and prepare for client questions.

‍‍03 Intro Email

The primary client-facing announcement introducing HLH’s Integrated Advisory membership. It explains what the membership means for clients, how HLH remains independent, and what additional planning resources are available.

Customize all placeholders before sending, including client name, firm name, partner name, optional planner information, Privacy Policy link, and opt-out link. Use this as the main client announcement when HLH is ready for external rollout.

‍‍05 Announcement Templates for Social Media

Approved LinkedIn post options for publicly announcing HLH’s membership in Integrated Advisory.

Select the preferred post option, customize the HLH name and Wealth Planning page link, and tag Integrated Advisory when publishing. Use these posts as part of the external launch once the firm is ready to communicate publicly.

‍‍07 LinkedIn Update Guide

Step-by-step instructions for HLH team members who want to add their Integrated Advisory membership to their personal LinkedIn profile.

Share this guide with applicable team members. Follow the instructions to add Integrated Advisory under the Experience section, including the recommended title, organization, description, dates, location, industry, and skills.

‍‍09 Tax Package

A client-facing letter that introduces HLH’s Integrated Advisory membership and explains the additional financial planning resources and expertise available through the relationship.

Include this as an optional insert with client tax packages. It can be paired with the Integrated Advisory Experience Service Sheet to provide clients with more information about the planning approach.

A client-facing overview of the Integrated Advisory Experience, including how personal and business planning are brought together and how the Discover, Advise, Implement, and Review process works.

Use this during client conversations, as a follow-up resource, within tax packages, or alongside launch communications when clients need a simple explanation of the Integrated Advisory approach.

‍‍02 Resource Email

A follow-up internal communication introducing IA Academy and other resources that support staff understanding of the Integrated Advisory approach.

Send after the initial internal announcement. Use it to direct staff to IA Academy and begin introducing the learning and support resources available to them.

‍‍04 Unsubscribe Form & Implementation

Implementation instructions for creating and managing the required client unsubscribe form within HLH’s own system.

Duplicate the supplied form into HLH’s Microsoft environment, assign an internal owner to monitor responses, generate the live link, and add it to the appropriate client communications. The form must be live and tested before any client-facing announcement email sequence is launched.

‍‍06 Email Sequence

A client welcome and onboarding email sequence designed to introduce Integrated Advisory over several touchpoints. The sequence includes welcome messaging, engagement checks, FAQs, testimonial content, next steps, and transition into ongoing newsletter communications.

Use this after clients have been introduced to Integrated Advisory. Clients enter the sequence when the appropriate welcome-sequence tag is applied, and the automation then guides them through the onboarding communications based on engagement.

‍‍0‍8 Press Release Announcement

A sample press release announcing that HLH has joined the Integrated Advisory network.

Use this as a starting template for a formal public announcement. Customize the HLH firm information, partner quote, and Integrated Advisory representative quote before publishing.

‍‍10 HLH Insights Page

A client-facing resource hub featuring Integrated Advisory articles, educational content, and financial planning insights that HLH can share with clients as part of ongoing engagement.

Use the page as a supporting resource in client conversations, follow-up communications, newsletters, or other educational touchpoints. Direct clients to relevant articles or resources when they want to learn more about a planning topic, and use it as an ongoing source of content after the initial onboarding and launch communications.

‍‍11 Welcome Video

A supporting video resource designed to help introduce Integrated Advisory and the broader client experience.

Share the video alongside launch communications, include it on the HLH microsite, or use it as a supporting resource during client onboarding where appropriate.

‍‍01 My Why

A client discovery exercise designed to help individuals identify and prioritize what matters most to them across Freedom, Protection, and Connection.

Use during early discovery or planning conversations with individual clients. Have the client select four priorities, add context around why each matters, and rate their current progress. Use the completed exercise to guide deeper planning discussions.

‍‍03 Business Why

A discovery exercise for business-owner clients that helps identify key priorities across Freedom, Protection, and Connection, including growth, succession, business independence, risk protection, employees, and legacy.

Use during discovery with business-owner clients. Have the client select four priorities, explain why they matter, and rate their current progress. Use the completed exercise to identify areas that may require deeper business or financial planning.

‍‍05 Insurance 101

A client education resource explaining the role of insurance within a broader financial plan, common reasons coverage may be needed, available insurance types, and the insurance application process.

Share with clients who may have insurance or risk-management needs. Use it as an introductory resource before or during a risk-management conversation and to help clients understand when a more detailed Risk Management Review may be appropriate.

‍‍07 Integrated Advisory Experience Sheet

A client-facing overview explaining how personal finances, business interests, and professional advisors are brought together through the Integrated Advisory Experience.

Use when introducing the Integrated Advisory model to a client or when they need a high-level explanation of the planning process. Walk through the Discover, Advise, Implement, and Review stages and use the sheet as a take-away or follow-up resource.

‍‍09 Investment Management Sheet

A client-facing service sheet explaining the Investment Management Review process, including collection of investment information, assessment of risk tolerance and goals, analysis of the existing strategy, and recommendations for improvement.

Use when a client may benefit from reviewing their current investment strategy. Walk through the review process and determine whether the client requires a personal investment review or a broader personal and business investment review.

‍‍02 Our Why

A shared discovery exercise designed to help clients or couples identify the priorities that matter most to them together.

Use with couples or clients who are planning together. Have them identify shared priorities, add context, and rate their progress. Use the results to guide planning around common goals and priorities.

‍‍04 Tax Season One-Pager

An internal advisor reference highlighting financial-statement indicators that may reveal tax, investment, insurance, risk-management, or other planning opportunities during tax season.

Use when reviewing client financial statements during tax season. If an opportunity is identified, discuss it with the client and connect with HLH’s Financial Planner or an Integrated Advisory Planner at WealthCo for additional planning support.

‍‍06 Integrated Planning Checklist

A discovery checklist designed to identify potential gaps across family and lifestyle protection, wealth planning, business planning, legacy planning, and coordination between professional advisors.

Have the client complete the checklist during early discovery or planning conversations. Review their responses to identify areas where additional planning, discussion, or specialist support may be needed.

‍‍08 Risk Management Sheet

A client-facing service sheet explaining the Risk Management Review, including the assessment of existing insurance coverage, identification of risk exposure, and development of prioritized recommendations.

Use when discussing a Risk Management Review with a client. Select the relevant review type based on the client’s needs: Personal Review, Business Review, or Comprehensive Review. Use the sheet to explain what the review covers and what the client can expect from the process.

‍‍10 Comprehensive Financial Planning Sheet

A client-facing overview of the Comprehensive Financial Planning service. It explains how personal finances, business needs, and the advisory team are brought together through the Integrated Advisory Experience.

Use when discussing broader financial planning needs with a client. Walk through the Discover, Advise, Implement, and Review process and use the planning scope on the second page to help explain which areas may be included based on the client’s situation.