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Certified Resources
Files
Resource Name
Resource Type
Description
Brand Style Guide
File
A brand style guide including colors, fonts and logos
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Business Hierarchy of Needs (color)
File
Business Hierarchy of Needs in color
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Continuing Ed - Marketing Strategy - Notes from July 23, 2020
File
Continuing Ed - Marketing Strategy Webinar Notes from 7/23
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Direct Mail Marketing Plan
File
A plan to use the books to nurture new leads.
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Evaluation Questions
File
The 25 Evaluation Questions
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Example of Marketing by Lynette at Claim Wizard
File
Example of Marketing by Lynette at Claim Wizard
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Fix This Next Book Excerpt
File
An excerpt of the book you can offer as a lead magnet or bonus for your clients.
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Fix This Next Sample Workbook
File
A PDF workbook to work thought the Fix This Next process with your clients.
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Fix-This-Next-COVER
File
Fix-This-Next-COVER
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FNT-logo-Stacked
File
FNT-logo-Stacked
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FTN Advisor Round 3-22 - JPG
File
JPG Round Cert 3-22
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FTN Advisor Round 3-22 PNG
File
PNG Round Cert 3-22
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FTN Certified Advisor 3-22 JPG
File
JPG Rectangular Cert 3-22
View
FTN Certified-Advisor 3-22 PNG
File
PNG Rectangular Cert 3-22
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FTN Marketing Example by Claim Wizard
File
FTN Marketing Example from Lynette/Claim Wizard
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FTN-Logo-Horizontal
File
FTN-Logo-Horizontal
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FTN-Logo-Horizontal-with-Mike
File
FTN-Logo-Horizontal-with-Mike
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Image of the BHN graphic
File
File of the Business Hierarchy of Needs graphic
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Keynote Script
File
Mike's script from recent keynote presentation.
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OMEN Worksheet
File
A worksheet to help work through the OMEN process with your clients.
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Videos
Resource Name
Resource Type
Description
Continuing Ed - FTN Assessment Analysis - April 13, 2021
Video
Ways to use the FTN Assessment from FTN Advisors
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Continuing Ed - Marketing Strategy - July 23, 2020
Video
Continuing education call from July.
View
Continuing Ed - Profit - November 2, 2020
Video
Profit
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Continuing Ed - Sales - Sept. 9, 2020
Video
Continuing Education call from September
View
Finding Your Unique Evaluation URL
Video
A video to show you where to create the URL to send to clients and prospects to take the FTN evaluation tool.
View
Fix This Next - BHN Overview Video
Video
A promotional video of Mike explaining the BHN
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Fix This Next: Branding
Video
To help you utilize the Fix This Next Branding
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Fix This Next: Glossary
Video
A video to explain the terms referenced in the book and training.
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Fix This Next: Marketing
Video
Marketing Fix This Next
View
Fix This Next: Positioning and Selling Guide
Video
A video to help you position yourself as a Fix This Next Advisor and how to sell your services.
View
Fix This Next: Pricing Guide
Video
A video to help price your Fix This Next services.
View
FTN Advisors Q&A - August 18, 2020
Video
Q&A call recording from August 2020
View
FTN Advisors Q&A - January 20, 2021
Video
January's Q&A Live Session with Mike.
View
FTN Advisors Q&A - June 15, 2020
Video
A recording of the live Q&A for advisors from June 15, 2020.
View
FTN Advisors Q&A - March 18, 2021
Video
March 18th FTN Q&A Session
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FTN Advisors Q&A - November 19, 2020
Video
FTN Q&A
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FTN Keynote Video - 1/28/2021
Video
Mike's Keynote from earlier presentation at Duct Tape Marketing
View
How You Can Use Your Certification - Reference
Video
This video explains the boundaries of your certification.
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Learn about Pumpkin Plan Strategists
Video
A video to help understand what Pumpkin Plan Strategists do and how they can help your clients.
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Run Like Clockwork Affiliate Partnership
Video
Learn about the Run Like Clockwork Immersion Program and how it can be a benefit for you and your clients.
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The benefits of using a Profit First Professional
Video
Learn a little more about Profit First Professionals and how they can be a benefit to your clients.
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Links
Resource Name
Resource Type
Description
Buy 10 FTN Workbooks
Link
A pack of 10 FTN workbooks to resell to your clients.
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Buy 20 FTN Workbooks
Link
Buy a pack of 20 FTN workbooks to resell to your clients.
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Continuing Education and Q&A Call Schedule and links
Link
Continuing Education Q&A
View
FTN 1 Sheet
Link
FTN 1-sheet
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Link to access the BHN Overview Video on Vimeo to download or embed.
Link
Link for a promotional video of Mike explaining the BHN
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Profit First Professionals
Link
Referring your client to a Profit First Professional is a great resource to help your client through profit needs.
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Profit First Professionals - Australia
Link
If you or your client is based in Australia, Profit First Australia will be your resource for finding a Profit First Professional or becoming one.
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Profit First Professionals - Germany
Link
If you or your client is based in Germany, Austria or Switzerland, Profit First Germany will be your resource for finding a Profit First Professional or becoming one.
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Profit First Professionals - The Netherlands
Link
If you or your client is based in The Netherlands, Profit First Netherlands will be your resource for finding a Profit First Professional or becoming one.
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Pumpkin Plan Strategists
Link
A Pumpkin Plan Strategist is a great resource to help your clients through sales needs.
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Run Like Clockwork Affiliate Link
Link
You can get an $1000 affiliate bonus if you refer your clients to the Run Like Clockwork Immersion Program.
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Suggestion For Training Form
Link
We'd love to serve you better! Please let us know if there is a challenge you'd like us to address with a training module or webinar.
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View or Export your client's FTN Test Result
Link
How to see your client's answers after the test is taken.
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