New Advisor Handbook by Natalia Miller

Engel & Vรถlkers San Francisco

NEW ADVISOR HANDBOOK

Engel & Vรถlkers San Francisco

WELCOME TO THE E&V FAMILY!

Engel & Vรถlkers San Francisco

OUR COMPANY

Our Company

Your E&V San Francisco Union Team

Monica Yazbek VP of Sales, Manager

Anthony Kwiecien Manager

monica.yazbek@evrealestate.com • +1 415-480-9424

anthony.kwiecien@evrealestate.com • +1 415-377-4366

With a profound understanding of marketing, negotiation, financial analysis, and strategic planning, Monica helps advisors reach their goals by leveraging the systems, tools, and international reach of the Engel & Völkers brand. As VP of Sales, Monica oversees the brand expansion and recruiting that aid in the efficiency and success of the Gestalt Group.

As Manager Anthony is here to support the agents with his knowledge and experience in real estate. Working with many clients who recognized his knowledge of the luxury market, Tony was successful in translating this knowledge into many high-end sales, which helped to establish him as one of the top luxury agents in San Francisco.

Natalia Miller Office Administrator, Marketing Manager natalia.miller@evrealestate.com • +1 415-597-6506

Natalia’s role is to provide continued support for all advisors. She will guide your on-boarding experience to Engel & Völkers San Francisco. Natalia will be responsible for ordering your on-boarding package including signs and business cards. She is your “go to” for any questions regarding technology, websites, EV platforms. Additionally, Natalia offers full marketing support - helping you with marketing strategy, planning, design, and exection. She is available by appointment during normal business hours.

Your E&V Gestalt Group Team

Paul Benson License Partner CEO

Mark Kelaidis License Partner

Scott Brackett License Partner Broker of Record

paul.benson@evrealestate.com

mark.kelaidis@evrealestate.com

scott.brackett@evrealestate.com

+1 435-640-7441

+1 801-651-2044

+1 925-899-1331

Our Company

Your E&V San Francisco Castro Team

James Caldwell Manager

Zuzana Pertencikova Transaction Manager, Office Administrator

james.caldwell@evrealestate.com • +1 415-407-2525

zuzana.petrencikova@evrealestate.com • +1 415-872-77291

As Manger, Jim has embraced the concept of delivering a suite of services that include the latest technology, indepth analysis, and 20 years of experience to Engel & Völkers. For the past decade, Jim has provided office management for several major brokerages here in San Francisco and is now an invaluable part of Engel & Völkers family.

As the transaction coordinator, Zuzana is considered to be “the woman behind the curtain”. She is here to ensure your files are compliant and your listings accurate. Zuzana will be there to communicate with you throughout your transaction process. As an experienced and qualified transaction coordinator, Zuzana places incredible value on her relationships with people.

Natalia Miller Marketing Manager, Office Administrator natalia.miller@evrealestate.com • +1 415-597-6506

Your E&V Interns

Kellie Floorville (France) San Francisco Castro Intern

Margaux Salier (France) San Francisco Union Intern

Internsâ&#x20AC;&#x2122; role is to provide support to James, Monica, Anthony, Natalia and Zuzana with administration, on-

boarding, technology and marketing. They create marketing content for the advisors: Listing Presentations,

Postcards, Exposes, Rezora E-mails, Social Media content, and much more. They can also assist you with your E&V website,

Our Company

Engel & Völkers - Our Global Network “Quality product offerings, premium service and innovative thinking, never seem to go out of style.” – Christian Völkers

Based internationally in over 880 locations in more than 33 countries on four continents. Currently opertating in 199 locations throughout the Americas. More than 12,555 people operating under the Engel & Völkers brand worldwide.

Gestalt Group - A Connected Force We are a group of highly specialized real estate and yachting professionals at the top of our respective markets. We work together to leverage our attributes and geographical advantages to ensure all EV advisors come out on top. Long Beach. Park City. San Francisco. The location is irrelevant, wherever Engel & Vรถlkers opens its doors the philosophy remains the same. The group is an interconnected system, referrals are frequent, and cross-marketing is embraced. It is not uncommon to pick up the phone to call Germany for marketing ideas, or assistance in locating an international referral agent. Above all, we are a family made up of the top agents in our respective markets. we represent some of the most affluent individuals in the country, and we have a fantastic time in the process.

Northern California San Francisco - Castro San Francisco - Union Sausalito Mill Valley Kentfield Fairfax Santa Rosa Healdsburg Napa St. Helena Salt Lake City Southern California Newport Beach E&V Yachting Americas (Newport Beach) Laguna Beach Long Beach Beverly Hills Santa Barbara Santa Ynez

Engel & Vรถlkers San Francisco

ADVISOR ON-BOARDING

Advisor On-boarding

New Advisor Package

Engel & Völkers will automatically upload the appropriate images so they are available on: • The company website: evrealestate.com • The shop website: longbeach.evrealestate.com • The Advisor website home page slider: advisor.evrealestate.com • Brand Central: our interface that allows you to flexibly and independently produce, manage, order, and send company consistant marketing materials.

Advisor On-boarding

Advisor On-boarding Overview The Engel & Vรถlkers real estate brand will open new doors to you as an advisor, giving you the ability to connect with advisors across the world in professional ways that allow your clients to have a seamless experience. Using our tools and platforms, we allow for a consistent and universal process to enhance your real estate career. As a brand it is our goal to assist you by striving to be technology leaders as wella as balancing the historical values of the company.

Leveraging Engel & Völkers

Who are we? Engel & Völkers is one of the world’s leading service companies specialized in the sale and rental of premium residential property, commerical real estate and yachts. Thanks to our unique and constantly expanding network and the strength of our brand, we have access to an exclusive clientele. We feel most at home among discerning individuals. OUr employees live the spirit of our brand with true passion. Vision We link together the aspirations of discerning individuals around the world, be it in a private or a business context, with total passion. Mission Statement In everything we do, we ensure the success of our company. For us, our mission statement is a binding promise. We take a long-term view in our dealings, strengthening the Engel & Völkers brand whilst taking care to ensure that clients around the world enjoy the same brand experience. We value and clutivate our core values of competence, exclusivity, and passion. We are serious about meeting the requirements of discerning customers, and we offer first class service. We attract the finest employees and help further their careers. We build a global network on behalf of our customers -- and fill it with life. We are leading innovators in our field.

Advisor On-boarding

Engel & Vรถlkers Certification Program (EVCP)

Headshot

Advisor On-boarding

Collaborative Logo

4 Câ&#x20AC;&#x2122;s Of Social Media

New Advisor Q&A

Please provide us with a bio as soon as possible. If you do not have one or would like to refresh yours please see the following for some ideas.

Name: Title: ► How many years of real estate experience do you have?

► As a real estate agent, what would you consider your specialties?

► In which markets do you specialize?

► Why did you become a real estate agent?

► What make you different from all the other agents in your market?

► What licensing, certifications, rewards or recognitions and successes should we include?

► Provide the city and state you currently live in as well as cities and states (countries) in which you have previously lived:

► Describe personal interests, hobbies or specialties to include:

► What other real estate companies have worked for in the past?

► If real estate was not your first career, what did you do prior to real estate?

Engel & Vรถlkers San Francisco

System Tools

In browser: World.engelvoelkers.com to access this page. Use Credentials provided: And password Advisor1 Or yours if reset.

To Log into EV World:

Your Introduction to EV World and available platforms to assist with Company Info, technology and EV education.

Logins & Passwords for other platforms will be generic or provided for you.

Mail & Life have the same password as the login to World

Here you will be able to access all the available platforms

Once logged in you will reach this : â&#x20AC;&#x153;World Iconâ&#x20AC;? Page.

Upon entering into EVlife please change your password. This will trigger the activation of your Gmail account. (This has been done and is now Advisor1 â&#x20AC;&#x201C; which you can change to a personal password)

Engel and VĂślkers is the worldwide internet, giving shops and advisors the opportunity to create a supportive community and referral network. EVUSA also utilizes this tool to hold documentation on our systems and tools. Advisors are given access through login credentials provided by their shop.

This is the Link to EV Life

Please note: you can forward another email address to your EV email however you CANNOT forward this Email address to another.

Click on Mail to access all of your EV emails.

All addresses will work for your emails.

Firstname.lastname@evusa.com

And

Firstname.lastname@evrealestate.com

This address will also work with:

Your email address is: Firstname.lastname @engelvoelkers.com

• Documents – Document Library • Listing Presentations • Advertising & Marketing – Content, Images, Templates • System Tools – Programs & Shop TV

• Company Information • Facts & Figures as well as the history of the Company • The Engel & Völkers “Story” • Company shops, information and locations with contacts • Residential Business Divisions to Cross Sell & Referrals

E&V Knowledge – within Life you can access:

EV LIFE OVERVIEW:

• • • • •

World & Life Advisor Learning Path Mobile App. Social Media ITP

We suggest completing as much of academy as possible but most importantly:

Your password will be: Password1@ (no need to change this )

To login please use your full EV email as shown here.

When you select this Icon it will redirect you to engelvoelkers.mindflash.com

EV Academy Online:

Brand Central

System Tools

E&V Merchandise

Stationery & Wax Seal

Engel & Vรถlkers San Francisco

E&V Website

My (Agent) Dashboard This guide will focus on where and how to work with My Dashboard and Notices under Home.

My Dashboard

●

My Dashboard provides an overview of your business, regarding current contacts and their activities, leads, listings, and potential value.

●

The first row on My Dashboard displays statistics about your clients and activity.

- New Leads shows the total number of website leads for the past 30 days. - New Contacts shows the total number of contacts that have registered in the past 30 days. - Recently Active shows the total number of clients who have logged onto the website past 30 days. ◦ This can include leads pending acceptance. - Total Contacts shows the total number of contacts and clients in your Contact List. - Market Watch Emails shows the total number of Market Watch reports being sent. - Monthly CRM Emails shows the total number of emails being sent from your CRM the past 30 days. - Contacts w/o Market Watch is the total number of contacts not receiving a Market Watch report - Listings Views is the total number of Listing Views for your listings on all company websites. - Unique Visits is the total number of unique visitors to your website for the past 30 days. - Total Listings shows the total number of your listings. ◦ If you have duplicate listings that display in your Listings Manager, they will be removed from the number that displays on My Dashboard. All sections are clickable so you can view details for each number displayed.

My (Agent) Dashboard

• The last section displays the potential value of the clients in your CRM

. - Total Pipeline is the sum of Client Nurturing and Listing Commissions. - Client Nurturing is the sum of the average Listing Detail Page Views and Saved Favorites for each client within the past 180 days multiplied by the commission rate (default is 2.5%) multiplied by a conversion rate of 25%. • Listing Commissions is the sum of all active listings multiplied by the commission rate. - Click the gear icon to set and save your commission rate (the default setting is 2.5%) which will alter the displayed value.

My (Agent) Dashboard

• The Client Activity grid displays all the following and sorted in this order:

- New Hot Leads within the past 14 days indicated by the red rocket icon. ◦ Hot Leads are leads where the client has inquired on a listing or requested an appointment via a form on the website. These can also include leads that may have come in from third party sources and leads designated by your admin. - New Activity Leads that need you to accept or decline indicated by a gold star icon. - Clients with recent activity within the past 14 days (green person icon). - Clients recently added within the past 14 days (blue person and plus icon). - Inactive Clients that have been inactive for the past 90 - 180 days (gray person icon). ◦ This is a random selection of up to 10 clients. - Clicking on the Client name/ID will take you to Contact > Activity to view more details. • Newest Listings displays up to 20 of your newest listings.

- It will display the MLS#, Property Address, City, and List Price. - It will also display if the property information is complete by color and percentage. ◦ Hover over the bar to see what additional information is needed to complete the listing. - Click on the MLS# link to go the listing to update. • My Reports displays all account-level reports categorized by area; Leads, Listings, and Website. -

Simply click on the link to select criteria and view the report.

My (Agent) Dashboard

Customize your Dashboard • On My Dashboard, you can hide sections by clicking the arrow in the top right corner of each section.

• You can also rearrange the order of each section by holding a left click on the handle in the left top corner to 'drag and drop'.

Note that the top row is fixed.

Notices • Notices are announcements from your company.

• Current notices will display upon login and under Unread Messages, if being tracked. • Recent Messages and Archived Messages are past announcements.

My (Agent) Dashboard

Engel & Vรถlkers San Francisco

App Smart Agent

Start using your free Engel & Völkers app! Welcome! Engel & Völkers has partnered with Smarter Agent to give you a FREE agent app powered by Smarter Agent Mobile. This app is personalized with your name and company branding. Now you can directly engage with clients like never before.

NAR believes 90% of consumers search for homes using mobile.

Company App

So, in order to meet homebuyers right where they shop, it is imperative to have the right mobile engagement tools. Your personal mobile app is optimized for lead generation and comes with all these great features:

Full MLS IDX data can specify all EV MLS data

Works on iPhone, Android, and tablets just like Zillow or Realtor.com

ALL leads from the app go directly to you! No other agent advertised – because it’s YOUR app! Connected to Advisor phone and email.

Dashboard access to valuable app usage and analytics

This app serves as a powerful tool to grow repeat and referral business. All you have to do is share it with clients. Contact your broker for more information or email us at: support@smarteragent.com.

W W W. S M A R T E R AG E N T. C O M

How To Share and Distribute Your App The best way to get leads from your app is to share it with your prospects and clients. In turn, they share it with their family and friends, growing your repeat and referral business in the process!

Here are 4 ways to share your personal branded app:

Personalized URL

http://app.evrealestate.com/ EVﬁrstnamelastname

Add your personalized URL to your email signature block, your marketing materials and social media posts so anyone can get to your mobile engagement page and download your app. Engagement Page

2 3 Send the app to any cell phone user Use the “Share App” feature located on the ﬂyout menu of your app to share the app with another cell phone user. People using your app can also use this feature to share your app with others!

Text EVﬁrstname lastname to

(844) 878-4445

Your Unique App Code Anyone who texts your app code (EVﬁrstnamelastname) to (844) 878-4445 will get a text message back with a link to download your mobile app.

Your QR Code Find your QR code on the desktop versions of your downlaod page.

Note: The sharing instructions above also work to download your own personalized app.

W W W. S M A R T E R AG E N T. C O M

NEW!

Start using your agent app! Engel & Völkers has partnered with Smarter Agent to give you an agent app powered by Smarter Agent Mobile, personalized with your name and company branding. The best way to get leads from your app is to share it with your prospects and clients. In turn, they share it with their family and friends, growing your repeat and referral business in the process! Before you can begin sharing, make sure you have downloaded your app on your phone using one of the following two ways:

Mobile Engagement Page

This provides a one-click link that allows anyone, including you, to download and start using your app from any mobile device, tablet or computer.

App Code This code forms part of your mobile engagement page URL. Anyone who texts your app code to (844) 878-4445 will get a text back with a link to download the app.

http://app.evrealestate.com/ EVﬁrstnamelastname 844-878-4445

Thanks for requesting http://app. evrealestate.com/EVfirstnamelastname We look forward to helping find your next home.

EVfirstnamelastn

Engagement Page in browser and on a mobile phone

Text “EVﬁrstnamelastname” to (844) 878-4445

App Download link is texted back to sender

What are you waiting for? Download your app and get started today!

Questions? Support@smarteragent.com WWW.SMARTERAGENT.COM

Engel & Vรถlkers San Francisco

Marketing Menu

Print Marketing Listing Presentation / Marketing Presentation The Listing Presentation is your best asset during a first appointment with a potential seller. The LP includes all the services that E&V can provide to your future customer. The Marketing Presentation follows the listing property and provides the seller with a structured analysis of advantages and disadvantages of his or her property in order to present a clearly comprehensible market value.

Exposé 2 or 4 detailled pages about the property, with the best pictures to leave on place for every showing and open house at the property. The 4 page exposés are recommended for listings above $1,000,000.

Window Exposé Our network is one of our greatest strengths. Engel & Völkers is encouraging cross-selling from agency to agency. With a 1 page Window Exposé a property can be distributed among the shops most liable to attract your future buyers.

Green Flyer The Green Flyer is a 1 page poster that you place in a plastic box in front of the property. Often associated with a â&#x20AC;&#x153;for saleâ&#x20AC;? sign, the green flyer briefly describes the listing and attracts the attention of potential buyers.

Postcard Postcard is your indispensable marketing tool to distribute the right message to the right audience. There are two ways of sending out the postcards: - to a contact list - as a radius around a property Our partner to send out postcards is re.deluxe. com. Your E&V team will help you to create your account.

Door Knocker / Hanger To start in a new area or to show your success in a special district, the Door Knocker / Hanger is your best ally. It can be printed in your office, depending on the material available, or on a website (vistaprint, etc...).

Marketing Menu

Magazine Ad Press advertisement is not old fashion, it is indeed the perfect marketing tool for your luxury listings. The objectives are to generate leads, to win listings, to impress sellers and to build your personal name on the market. Your E&V Team will help you to create ads for: - Local newspapers - Local magazines - GG magazine - Private residences - Coffee-table book

Digital Marketing Social Media Graphic Social media engagement can help increase brand awareness, increase success and achieve internal company goals and are important to Engel & Vรถlkers. Facebook & Instagram (Post or Story) - New Advisor Announcement - New Listing - Open House - Price Adjustment - Sold

E-mail Marketing Branded emails to send out to your clients and prospects: - Monthly Listing Newsletter - Event & Holiday Piece - Market Report - New Listing - Open House - Price Adjustment - Sold

To register for an advisor Rezora account go to http://rezora.evrealestate.com. The subscription is $30 per month. For more information about Rezora, please read our â&#x20AC;&#x153;How to use Rezoraâ&#x20AC;? file.

Digital Ad A digital ad can really help you promote yourself to potential clients, to follow prospects wherever they go online, and to target local people in the market for your services. The principal supports are: - Facebook - Instagram - Adwerx, etc... The digital ad can be static or a gif.

Marketing Menu

Smart Exposure Giving us the EDGE. Global reach with boutique style is what you can expect when working with us, whether you’re in Long Beach or anywhere around the world... and we’ve sharpened our EDGE. We are committed to delivering the highest level of customer service. Engel & Völkers provides Extensive Domestic & Global Exposure (EDGE) designed to maximize exposure of your property to qualified, targeted buyers worldwide. Through the most highly trusted strategic online and mobile marketing partners, the Engel & Völkers network spanning more than 40 countries and the white glove professionalism Engel & Völkers offers, we market your property with the utmost care and competency.

Maximum Exposure - EDGE 2 million

visits per month

Engel & Völkers’ suite of websites enhances consumer engagement and assists in generating leads. The hyper-local advisor and shop-level websites concentrate on listing exposure to local and regional home buyers, while other potential buyers can discover our listings throughout North America from the Engel & Völkers national sites. International buyers also have access to your listings via our international websites, which are linked with our global network.

1 million

visits per month

JamesEdition is the world’s luxury marketplace. Featuring private jets, yachts, exotic cars, exclusive watches and luxury homes, JamesEdition helps you find the best of the best around the world. Listings over $500,000 are marketed throughout 120 countries.

2 million

visits per month

Juwai.com is the largest and most authoritative source for global property data and advanced search designed for the Chinese real estate buyer – the largest international buying force in real estate.

20 million

visits per month

ListHub is where your listings need to be. As the largest U.S. platform for listing distribution, it markets your property to an audience of more than 20 million home enthusiasts through 80+ publishers and over 750 targeted and trusted websites.

243 million

visits per month

ListGlobally allows us to advertise the property to the world, giving it the exposure it deserves. We’re able to upload your property and ListGlobally does the rest. Engel & Völkers’ unique partnership will automatically send your property to over 60 million buyers and investors across 120+ trusted international websites in more than 65 countries, with key coverage in Asia, Europe and North and South America.

Marketing Menu

2.3 million

visits per month

Mansion Global is the premier digital destination connecting the world’s affluent real estate buyers with prestigious properties that are listed over $1 million across the globe through relevant, timely listings and compelling content.

11 million

visits per month

Realtor.com® is a leading resource for home buyers, sellers and dreamers, offering a comprehensive source of for-sale properties as well as information, tools and expertise to help people move confidently through their home journey.

E&V APP

Our clientele are accustomed to finding what they are looking for quickly and easily with just a few clicks. All Engel & Völkers advisors are equipped with a dedicated mobile app, powered by Smarter Agent Mobile, LLC, to get your listing directly into the hands of potential buyers. All interested buyer queries come back to the person who knows your property best (second to you, of course) – your dedicated advisor. As a client of ours, we invite you to use our app to access our entire portfolio of over 60,000 properties. Download the new Engel & Völkers App now from the app store.

42.4 million

visits per month

Wall Street Journal’s renowned website reaches a global audience with an average household net worth of $1,335,002. Your Property is seen on WSJ.com and its affiliated sites targeting Europe, Latin America, India and China.

180 million

visits per month

Zillow Group houses a portfolio of some of the largest real estate and home-related online brands focusing on all stages of home lifecycle: renting, buying, selling, financing and home improvement. Zillow Group is dedicated to empowering various consumer segments through its suite of online brands featuring rich data, inspiration and knowledge regarding homes and neighborhoods.

How to use Rezora? How to subscribe? To subscribe to a Rezora account please reach out to your marketing manager.

How to edit a company Newsletter/Rezora? Monthy Newsletters will be created by your marketing manager and uploaded to your Rezora account templates on the 1st of each month. The newsletter will be fully complete, however if you need to make any changes to it, here’s how to do so: CREATE A NEW REZORA PIECE • Go on Marketing Material • Click on “Manage Marketing Materials” • “Create New Marketing Piece” • Select a template: example “Monthly Newsletter Long Beach” EDIT THE REZORA PIECE • Click on “Add General Content” • Add a title on the top TO CHANGE A PICTURE: - Select the picture that you want to change - Click on the picture icon in the tools bare - When the pop-up window appears click on the research icon in “Source” - In MoxieManager, you can choose a picture that is already upload in your documents file or upload a new one - To upload a new one: Click on “Upload”, drag your file on the box, click on “Upload” and when the file is 100% downloaded, click on “Close” - Change the dimensions of the picture: Always use dimensions under 750 x n. The high of the picture is automatically proportional to the larger but if you uncheck “Constrain proportions” you can choose it - Click on “Ok” to conclude this edit

CHANGE A TEXT: - Click on the text and write or copy what you want - Be careful if you copy a text to keep the first later of the older text to keep the same font and size - To change the font, the size or put the text in bold: Select the text and use the different tools in the bare ADD A LINK: - Select the text or the picture that you want to link - Click on the little link icon on the tools bare - Copy the url address in “Url” - For “Target” always choose “New window” - Click on “Ok” to finish it CREATE A TABLE TO STRUCTURE YOUR REZORA PIECE: - If you create a new Rezora piece or add new section to one template, you always need to create a table to insert your pictures or text. And the dimension need to be 750 x n - On the tools bare, select “Table”, then go on “Table” again, choose the number of columns you want - To change the dimensions of the table, center it, etc. Go on “Table properties” - You can insert pictures, text, etc. To save your edits, click on “Save and continue” SEND OUT THE REZORA PIECE • On the left side, click on “Distribute” • You have different options, but to send it out to a contact list, choose “Select email recipients” Your marketing team can help you to upload your contact list into your account. • Drag the “Distribution List” that you want to use to the “Recipients” • You can “Send now” the Rezora piece or “Schedule for later” SEE THE STATISTICS OF THE REZORA PIECE • In “Manage Marketing Materials”, scrawl down to “Completed Marketing Pieces” and click on the Rezora piece’s title to know more about the statistics

Marketing Requests

Evolving of level of advisor services

2020 Advisor Services

New Marketing Request Forms Starting 2020 the marketing department will be taking all marketing requests via a new online request form located at...

www.EVAdvisorServices.com

Benefits of this workflow for advisors are: LESS EMAILS By using the form, there is less back and forth from advisor to marketing to complete the request. ASSIGNED REQUESTS Requests are assigned to available and proper staff allowing the request to be handled by the appropriate person. TRACKING & PRIORITIZING A centralized job log will help prioritize and track advisor requests. FASTER COMPLETION The form allows for proper information and assets to be included with the request to help complete the task faster. QUALITY CONTROL Proofs will be uploaded into AirTable for review by Marketing Manager or other before sending to advisor for ensuring quality control and brand compliance.

2020 Advisor Services

1 - How it works... Advisor will go to the website, www.EVAdvisorServices.com where they will pick their market region. - Utah - Truckee / Lake Tahoe / Reno - San Francisco / North Bay - Southern California BOOKMARK WEBSITE FOR ADVISORS Encourage advisors to bookmark this site and/or the form URL specific to their market region.

2020 Advisor Services

2 - Request Form Advisors will fill out the request form and include all necessary information to complete the request. - Region - Shop Name - Marketing Piece Description - Marketing Request Options - Publication Name - Deadline - Property Address - Headline - Verbiage/Copy/Description - Link to High-Resolution Photos - Attached Photos - Notes

2020 Advisor Services

3 - Click Submit After submitting the request, there will be a â&#x20AC;&#x153;Thank you for your Requestâ&#x20AC;? with our departments goals for completing the request. NOTE: The 24 - 48hr. turnaround is

dependent on the advisors ability to respond to the proof sent with changes or approvals. Turnaround times do not apply to weekends.

Thank you

for your continued support in our services.

Natalia Miller Marketing Manager