Introducing

Wealthworx

We Help Agents and Advisors Thrive With the All-In-One Sales & Marketing Platform Built Exclusively for you.

[For YFB AGENTS READY TO Take it to the next level]

Introducing

YFB Connect

We Help Your Family Bank Agents Thrive With the All-In-One Sales & Marketing Platform Built Exclusively for Your Family Bank Agents

We're In The Business Of Helping You Grow Yours

YFB Connect is the first-ever all-in-one platform that will give you the tools, support and resources you need to grow and succeed with your business.

70+

BUSINESSES

400+

CUSTOMERS

700k+

LEADS

1.2M+

CONVERSATIONS

We're In The Business Of Helping You Grow Yours

YFB Connect is the first-ever all-in-one platform that will give you the tools, support and resources you need to grow and succeed with your "Your Family Bank" business.

Shortcuts For Instant Impact In Your Business

FOR YOUR CLIENTS

Debt Payoff Reminder Campaign
Policy Review Reminders
Policy Anniversary Reminder Campaign
Birthday Campaigns
Nurture sequences for cross sell opportunities
Smart CRM to keep track of contacts, tasks and notes on each client
Pre-done Monthly Newsletter to send out

FOR PROSPECTING & LEADS

Pre-built custom YFB Experts website
Pre-built sales funnel w/ presentation
Custom Mark & Joyce digital report w/ link
Pre-written email and text templates
Smart CRM to manage leads and follow ups
Online Data Form
Online Calendar System
Appointment reminder campaign
Long term email nurture campaigns
Pre-done Monthly Newsletter to send out

All the features and tools you need in one place ready to deploy from day one.

Your Wealthworx Account Comes With Unlocked Access To:

Email Marketing

SMS/Text Marketing

Online Calendar Booking

Smart CRM

Automated Sales Pipeline

Artificial Intelligence

Pre-Built Agent Website

Pre-Built Sales Funnel

Pre Loaded Cold Marketing Campaigns

Pre Loaded Warm Market Campaigns

Online Debt Data Form

Sales Presentation Videos

Appointment Reminder Campaigns

Monthly Newsletter to send clients

Power Dialer

Integrated Mobile App

Shortcuts For Instant Impact In Your Business

FOR YOUR CLIENTS

Debt Payoff Reminder Campaign
Policy Review Reminders
Policy Anniversary Reminder Campaign
Birthday Campaigns
Nurture sequences for cross sell opportunities
Smart CRM to keep track of contacts, tasks and notes on each client

FOR PROSPECTING & LEADS

Pre-built custom YFB Experts website
Pre-built sales funnel w/ presentation
Custom Mark & Joyce digital report w/ link
Pre-written email and text templates
Smart CRM to manage leads and follow ups
Online Data Form
Online Calendar System
Appointment reminder campaign
Long term email nurture campaigns

Do you want more customers?

With the support of our community, you will know the best strategies the most successful YFB Agents are using to make a ton of money.

Do you want to keep your clients longer?

With our all-in-one marketing and sales platform, you will be able to keep your tools in one place (while saving a fortune) and streamline your entire delivery process so you can focus on keeping your clients and customers happy.

Do you want to scale your business?

We will help you grow your business by connecting you with the most successful YFB Agents around the country and help you automate your marketing, nurture and closing.

Do you want more customers?

With the support of our community, you will know the best strategies the most successful YFB Agents are using to make a ton of money.

Do you want to keep your clients longer?

Do you want to scale your business?

We will help you grow your business by connecting you with the most successful YFB Agents around the country and help you automate your marketing, nurture and closing.

The Business Engine

All the tools you need in one platform.

capture

Capture leads using our landing pages, surveys, forms, calendars, inbound phone system & more!

Nurture

Automatically message leads via voicemail, forced calls, SMS, emails, FB Messenger & more!

Online data forms make it easier and faster getting back vital information run Debt Reports.

The YFB Business Engine

All the tools you need in one platform.

capture

Capture leads using our landing pages, surveys, forms, calendars, inbound phone system & more!

Nurture

Automatically message leads via voicemail, forced calls, SMS, emails, FB Messenger & more!

Online data forms make it easier and faster getting back vital information run Debt Reports.

Capture New Leads

We test and take the best performing websites and funnels and keep your marketing system up to date with new content and campaigns.

WEBSITES & LANDING PAGES

Pre built custom Your Family Bank Experts site gives you a professional Your Family Bank web presence. Use it stand alone or link to it from your existing site.

SURVEYS AND FORMS

Surveys, quizzes and forms pre-built, all connected to drip follow up campaigns that keep you in front of prospects or clients all year long.

ONLINE APPOINTMENT SCHEDULING

Use the YFB Connect calendar to set and manage appointments. With triggers, you can create mini-campaigns for no-show appointments and reminders so your prospects don't miss appointments.

Amazing funnel pages and website content

Capture New Leads

We test and take the best performing websites and funnels and keep your marketing system up to date with new content and campaigns.

WEBSITES & LANDING PAGES

Pre built custom Your Family Bank Experts site gives you a professional Your Family Bank web presence. Use it stand alone or link to it from your existing site.

SURVEYS AND FORMS

Surveys, quizzes and forms pre-built, all connected to drip follow up campaigns that keep you in front of prospects or clients all year long.

ONLINE APPOINTMENT SCHEDULING

Use the YFB Connect calendar to set and manage appointments. With triggers, you can create mini-campaigns for no-show appointments and reminders so your prospects don't miss appointments.

automate your messages so you can be hands-off

Nurture Leads Into Customers

Follow up is vital, but who has the time. Now you can automate all your follow up to existing clients and new prospects.

pre-written follow-up campaigns

With Wealthworx.io, you'll be able to create automated follow up campaigns to any Lead, Prospect or Client all in one central place.

Pre built multi-channel campaigns

When a Lead comes in, you can automatically push a phone call to the lead, drop a voicemail to any contact automatically using a pre-recorded message, and follow up with an automated SMS and Email that can be scheduled at any pre-determined window.

two-way communication on any device

Give the ability of texting to your business. Now you can increase the speed of conversation all in one platform. Available on Desktop and Mobile!

automate your messages so you can be hands-off

Nurture Leads Into Customers

Follow up is vital, but who has the time. Now you can automate all your follow up to existing clients and new prospects.

pre-written follow-up campaigns

With Wealthworx.io, you'll be able to create automated follow up campaigns to any Lead, Prospect or Client all in one central place.

Pre built multi-channel campaigns

two-way communication on any device

Give the ability of texting to your business. Now you can increase the speed of conversation all in one platform. Available on Desktop and Mobile!

Close More Deals

Stay on top of all client and prospect communication, all in one place.

manage your workflow and pipeline

The ability to track the leads in a pipeline has become even easier through our advanced Dashboard.

Collect data easier and quicker

We have automated the data collection process with online data forms to make it easier than ever to get back data to run debt reports and close business.

all the analytics & reports in one place

Track stats such as appointment rates, campaign effectiveness, and even response rates!

ALL THE ANALYTICS

& REPORTS IN ONE PLACE