Booklet Series Campaign

Sign up for your copy of our newest booklet series

Whether you are new to the field or looking for ways to move your practice to the next level, register now to receive your mini desk library box and the first two booklets. Subsequent booklets in the series will be sent to you each month.

Managing a financial services practice is no simple task.

Regardless of your experience or the size of your client base, you need the right tools to energize and elevate your business.

Security Benefit has created a free practice management booklet series to assist you with strategies on how to build your brand, engage your clients, and boost your bottom line. Being a responsive, respected financial professional entails not only being savvy about asset accumulation and management but also about industry trends and issues that might impact your clients' overall well-being.

Booklet 1: Tips to Build Your Brand and Boost Your Business

Practical advice for enhancing professional credentials and creating stronger client relationships

Booklet 2: Assess and Act Workbook

How-to tips on improving your social media presence, broadening your access to new technology, podcasts, and publications, and strengthening professional credentials.

Booklet 3: Questioning the Client Questionnaire

Insights to ensure you're maximizing your meetings with clients, especially in the early stages of your relationship