How to Use This Page
This page brings together the main marketing and business-development resources available throughout the RISR knowledge hub. Use it as a central reference when you want help with prospecting, client-facing materials, outreach messaging, presentation support, and practical playbooks.
1. The Two Playbooks
These are the quickest tactical resources for advisors who want immediately usable messaging and positioning help.
2. Other Guides We Have
Use these when you want additional depth, strategy context, or client-meeting support beyond the two core playbooks.
- Prospecting with RISR — a practical overview of how to use valuation, risk, and business insights as conversation starters: /help/prospecting-with-risr
- Mastering Prospecting Strategies to Win Business Owner Clients — a deeper prospecting guide with messaging examples and outreach structure: /help/mastering-prospecting-strategies-to-win-business-owner-clients
- Presenting Insights Reports to Business Owners — a guide for framing reports and turning them into productive client conversations: /help/guide-to-engaging-business-owners
- Whitepaper: Unlocking Growth with Business Owner Clients — a broader educational resource for strategy and business-development context: /help/whitepaper-unlocking-growth-with-business-owner-clients
- Resource: Life Planning with Your Business Presentation — a client-meeting and workshop resource for broader business-owner planning conversations: /help/resource-life-planning-with-your-business-presentation
3. Client-Facing Materials
Use these when you want polished materials to introduce RISR, explain the value of the process, or support meetings with business owners.
- Client-facing Marketing Collateral — includes the one-pager PDF you can share with clients and prospects: /help/marketing-collateral
- RISR's Request a Case Link as a Marketing Magnet — a quick video on using the request-a-case link to create interest and start conversations: /help/request-a-case-marketing-magnet
4. Email and Outreach Stuff
These resources are especially useful when you need ready-to-use language for prospecting, follow-up, or re-engagement campaigns.
- Unlock Opportunities: Email Templates to Help You Engage Business Owner Clients — ready-to-use outreach examples for valuation, risk, retirement alignment, and succession conversations: /help/email-marketing-templates
- Prospecting with RISR — includes outreach framing and downloadable micro-playbooks for conversations with business owners and COIs: /help/prospecting-with-risr
- Mastering Prospecting Strategies to Win Business Owner Clients — includes a sample outreach email and additional messaging strategy: /help/mastering-prospecting-strategies-to-win-business-owner-clients
5. Sample Starting Path
If you want a simple way to work through these materials, use this sequence:
| Step | Start Here | Why It Helps |
|---|---|---|
| 1 | The Two Playbooks | Get practical positioning and activation language fast. |
| 2 | Client-facing Marketing Collateral | Have something polished to share with prospects and clients. |
| 3 | Email Marketing Templates | Turn the strategy into outreach and follow-up messages. |
| 4 | Life Planning with Your Business + Guide to Engaging Business Owners | Use these to strengthen live meetings and report walkthroughs. |