Sales and
Marketing Library
Here you can find curated sales and marketing materials to help you initiate meaningful conversations to build your network and develop proposals that truly meet your clients' needs.
Sales and Marketing Masterclass
Rewatch the Distributors' Sales and Marketing Session with our Head of Sales, Scott Callister. Scott discusses topics like researching leads, scripting emails for cold outreach, preparing for discovery calls and writing pitch decks.
Write your awesome label here.
Deminar
Set the scene when you present to prospective clients. This collection of slides covers the range of Wealthvox solutions.
"Rolling" slides
This collection of simple visuals is set up with automatic slide transitions. Run them on a display monitor during an event.
Key concepts
PowerPoint presentation with a few slides that cover key concepts in Let's Talk Finance.
Introductory video
Video introduction to Wealthvox and the Color Accounting learning system.
Introductions to Color Accounting and the course materials
Introductory video
Video introduction to Wealthvox and the Color Accounting learning system.
COURSE video
This video shows learners using the materials during a Color Accounting course.
Download these images for social media, websites and other marketing.







