Where is the Marketing Toolkit?

Gaining access to our new marketing materials!

For advisors who want to promote tax planning in their practice, we've created a Marketing Toolkit that includes 13 marketing materials including social cards, video scripts, infographics, and email templates free for subscribers of any level!

To gain access to this toolkit, a firm admin will first need to enable the feature. They can do this by navigating to Settings > Security Settings.

Then, toggle on the option to Marketing Toolkit as seen below.

Caution: By enabling, you agree that Holistiplan is making no representations that these marketing materials are approved by your compliance department, and that it is your responsibility to secure such approvals before making this functionality available to your firm.

Once enable, you can access the Marketing Toolkit by navigating to Tools & Resources > Marketing Toolkit!