Unique & useful client appreciation and marketing for the next generation
Gift your clients the power of learning financial literacy with The FinLit Fighters™.
Whether you run a wealth management firm, a tax practice, or another financial services-related business, The FinLit Fighters provides a unique co-branding opportunity for marketing, gifting, and other client experiences.
The content serves as a tool for parents and grandparents to teach the next generation about money.
Let’s face it, your marketing likely looks like the next firm’s, and your clients aren’t always WOW’d by your gifting ideas.
The FinLit Fighters gives you an opportunity to write a foreword and share a firm summary page in our hardcover books.
The FinLit Fighters also allows you to co-brand a monthly digital activity book (we call playbooks) that gives you 12 touchpoints per year to your clients with kids and grandkids. Our playbooks include comics, a new lesson for parents to discuss with kids, and word searches/crosswords/search and finds for kids to enjoy.
The Use Cases
Return on Gift! Return on Marketing!
One new client acquired or retained from our programs should yield an ROI for your firm for that year…nevermind lifetime value.
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Stand out with a creative, high-value gift for client onboarding, family milestones, or holiday gifts.
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We all know about “the great wealth transfer”! Have a more intentional way to connect wtih G2 and G3 clients. Build meaningful, lasting relationships with second- and third-generation family members long before wealth transfers.
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Deliver co-branded hardcovers and monthly digital comics to prospective clients, community events, or local school donations.
Memberships include access to monthly content you can co-brand and share on your social accounts.
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Help your clients tackle the critical topic of financial education for their family n a proactive and fun way.
Request and sign our licensing agreement
Share your logo
Write a foreword and/or an “About the Firm” page
Approve the proof
Order your co-branded and customized books
Sign up for “membership” to get monthly playbooks for your clients, marketing assets, and discounts on book orders.
Set Up Is Simple
3 ways to engage with the finlit fighters
*Initial setup and annual licensing fee
Customized Hardcover Book
Co-brand with The FinLit Fighters Hardcover Book
Customized Cover:
“Presented by” with your firm’s logo
“Foreword by” your name
Customized Inside:
Foreword
About firm / customized page
Set up & First Year Licensing fee: $4,000
Soft Launch 2026 Holiday Discount Pricing: $2,500
Book Costs: $31.50 per book
*Cancel anytime
Monthly Digital PlayBook Membership
Monthly digital playbook for your clients:
Comics and activities for kids
Tips and lessons for parents to share with kids
Send to all clients with kids or grandkids
Co-brand as you wish (logo on cover, message in email)
Other resources:
Digital images for social posts or websites you can co-brand for easy content creation, updated monthly
Access to future resources to help your clients teach the next generation
Monthly cost: $200.00 / advisor (please inquire about enterprise pricing)
*Best Value, cancel anytime
Hardcover + Ongoing Digital playbooks membership
The FinLit Fighters Co-branded Hardcover Books
Customized cover, foreword, inside, and about page
Monthly digital playbook
Comics and activities for kids
Tips and lessions for parents
Send to all clients with kids or grandkids
Co-brand as you wish
All Other Resources
Monthly digital content for social posts
Access to future resources to help your clients teach the next generation
Set up & First Year Licensing fee: $4,000
Soft Launch 2026 Holiday Discount Pricing: $2,500
Receive 20% off all book purchases (regularly $31.50 per book) when you co-brand a hardcover and become a digital playbook member
Connect with the Next Generation of Wealth
Custom-branded hardcover books, co-branded monthly playbooks and other educational resources designed to elevate your firm's brand and value to client families.
Co-Branded Hardcover Book with your firm’s foreword and logo.
Product Visuals
Co-Branded Monthly Playbook with your firm’s logo.
Example of provided, ready-to-go, social media content with your firm’s name on it
Preview of what’s included in our monthly playbooks.
Pictured: Money Lessons, Activity Coloring Page
Your firm’s customizable page inside The FinLit Fighters hardcover book.