This lead generation tool is available in the portal under Settings > Lead Magnets and can be sent as a link or embedded on your website. This eBook is meant to nurture your business owners contacts as you work with them.
Overview of The Freedom Point: A Financial Planning Guide for Business Owners eBook:
Most business owners start their company to gain freedom, yet over time their business often becomes the biggest source of financial risk in their lives. The Freedom Point is the moment when selling the business could give an owner enough wealth to live life on their terms.
Our newly updated eBook, The Freedom Point: A Financial Planning Guide for Business Owners, explains how to calculate that point and shows owners why understanding their risk, readiness, and diversification options is essential to long-term independence.
Owners can view the eBook after filling out their contact information, and you will be emailed to notify you when the form is completed.
For new users, a contact will be created in the portal. If you have selected the automatic opt-in in your Nurture Cycle Settings, the contact will be auto-enrolled in your Nurture Cycle.