What We Do
Working for yourself shouldn’t mean working by yourself… by partnering with TWH you gain access to a team of professionals dedicated to your success.
You can rely on us in all aspects of your business.
Coaching & Training
Being an independent advisor doesn’t mean you have to make all of your decisions alone.
Our team will help keep you informed on changing regulations and financial products while facilitating carrier interaction issues and, of course, helping you to find new clients to work with while retaining and growing your current client base. Having a business ‘coach’, who has been an independent advisor, to listen, guide, and provide insight is key to growing your practice and giving your clients the best results.
Our team has a wealth of knowledge derived from over 125 combined years of experience in the financial services industry and bring that knowledge and passion for exceeding expectations to all interactions with our producer partners.
- TWH U
- 1 on 1 Training
- Product Training
- Sales Tool Training
- Evaluation of your Business
Marketing & Lead Gen
As a business, it’s important to tell your story. Your public identity and brand awareness helps build trust and credibility with your clients, and with the right resources and direction, your communications strategy can position your business for growth.
Our team is here to mentor you and help you design your own marketing plan and strategy to help you identify your ideal client avatar and then build a strategy to reach them and create more opportunities. We have in-house resources as well as trusted outside creative consultants, content creators, website designers and full-service lead generation.
Client Interactions
- Scripted Presentations
- Client Facing Tools
- Fact Finders
- Social Media
- Lead Generation
- Digital Strategy
Digital Marketing
- Traditional lead generation to reach your desired prospects, get appointments on your calendar and grow your business
Traditional Marketing
- Direct Mail
- Lead Generation
- Pre-Set Appointments
Event Marketing & Seminars
- Turn-Key Systems
- Scripted Presentations with Coaching and Implementation
Branding & Website Development
- Logo Development
- Creative Messaging
- Brand Credibility Package
- Landing Page Creation
- Web Design Installation
- Search Engine Optimization (SEO)
Preferred Vendors, Exclusive Discounts & Co-op Marketing
We’ve partnered with multiple marketing vendors to offer the latest business growth tools and technology for your business so you can create a sustainable pipeline of new opportunities.
Our Marketing Experts Have You Covered
Simply contact us and let us know you are interested. You will receive communication to finalize your paperwork and gather any outstanding documents.