Tier 3 – Turbocharged Growth Module

This level requires Genesis Wealth Advisors branding, but it offers you advanced tools designed to help you integrate fully with our team. Plus, you receive access to exclusive materials and help from our top-level firm leaders.

• Activator Marketing Program: Genesis will manage your marketing program.
• Communications DNA: A program designed to help you keep on top of your client communications.
• Financial DNA®: Use this program to better tailor solutions that meet your clients’ unique financial needs.
• Presentation Analysis: Receive helpful feedback about your client presentations.
• Referral Prompt Lists: Create lists of people your clients know in order to help them provide you with referrals.
• Participation in Genesis Lead Program: Receive solid, helpful leads to encourage your business growth.
• Invitations to GWA Sponsored Events: Network with other professionals, making useful contacts and learning valuable information.
• Interaction with the GWA Leadership Team: Our leadership team will be personally involved with your success.

Financial DNA® is a trademark of DNA Behavior International