How to Register

You will be asked to select a central zip code and radius around that zip code for which you want leads. It's possible that another advisor has already taken your fist choice in zip codes. So play with the zip code selection tool as you may find that five miles away, the zip codes are available. Or you may find that some of your desired zip codes are available. Note that the selection of your zip codes is totally automated, and can only be accomplished through the on-line interface.

We don't have information on who selected which zip codes for which programs in our office, in a printed manual form. You simply use the zip code tool (link is below) to register for your zip codes OR sign up on the waiting list in case another advisor releases the zip codes you want.

To register for the lead program - Click Here to select the type of prospects you want and enter your zip code. Once you register, you will then be able create and customize your ebooklets (included free of charge) to send to your prospects. You can see a sample of the ebooklets at www.advisorbooklets.com.

If you need help with registration, call the toll free number above . Office hours are 7 am to 4 pm Pacific Time, but you can leave a message for a call back anytime.

Click Here to download a printable version of how the system works

Next: Client Letters