top of page

You Have the Strategy.
Now Let's Bring It to Life.

From Strategy to Action

Done-for-you content, plans, and tools built from your Launch Clarity Kit™.

Custom

Ready to Publish

Built From Your Kit

For Launch Clarity Kit Customers Only

Strategy Doesn't Launch Itself.

Save Time with Warm Leads Engine.png

Your Launch Clarity Kit™ gave you the strategy, the messaging, and the roadmap.

Now comes the part most financial planners weren't trained for: turning that strategy into polished marketing materials. Writing a lead magnet that captures attention. Crafting emails that build trust over time. Building a campaign plan that ties it all together.

 

You could do it yourself. Your kit gives you the framework. But there's a difference between knowing what to write and producing something you're confident putting your name on.

 

The Warm Leads Engine™ gives you every piece, built from your kit, ready to launch. You just implement.

What’s Inside the Warm Leads Engine™

Built for You. Ready to Launch.

Ready to use custom content, plans, and tools built from your Launch Clarity Kit.

Lead Magnet Content

Your recommended topic from the kit, fully written and ready to design. Skip the blank page and go straight to publishing.

Client Journey Map

A visual guide showing how prospects move from discovering you to becoming clients.

5-Email Nurture Sequence

Five personalized emails that build trust and guide prospects toward booking a call, written in your brand voice.

ROI Tracker

Go beyond lead tracking. This spreadsheet connects your marketing activities to revenue so you can see what's generating dollars, not just clicks.

Referral Scripts

Natural language for asking clients and partners for introductions, tailored to your niche and services.

Lead Magnet Launch Plan

A step-by-step plan to promote your lead magnet across LinkedIn, email, and your network.

lead generation funnel.png
roi tracker.png
Email Marketing.png
Referral Scripts.png

SURPRISE BONUS!

90-Day Content Calendar

Three months of post ideas mapped to your niche and ideal client pain points. Know exactly what to post, when, and why, so you never have to wonder what to share next.

90 Day Content Calendar.png
Calendar for Content.png
Campaign Planning.png

*All content is created with FINRA/SEC compliance guidelines in mind. This does not constitute a compliance review. Please have all marketing materials reviewed by your firm's compliance officer before use.

TK & Co Marketing for Financial Planners.png

How it Works

Built on Your Foundation...

Your Warm Leads Engine isn't generic. Every piece is built from the brand voice, ideal client profile, and messaging framework already in your Launch Clarity Kit.

 

That means your lead magnet speaks to the exact pain points of your ideal client. Your emails sound like you. Your referral scripts reference the services you actually offer.

 

No additional intake is required. We already have everything we need.

Warm Leads Engine

Get the Warm Leads Engine™ two ways:

#1

Already have the Launch Clarity Kit™?

Contact us to purchase the Warm Leads Engine™ separately.

#2

New to TK & Co. Marketing?

Get both together in the Accelerator Bundle and save $500.

 

→ See Pricing

Delivered within 10–14 business days of purchase.*

Warm Leads Engine Financial Planning Mar

Good Things Take Time.

Every piece of your Warm Leads Engine is personally crafted from your Launch Clarity Kit, not pulled from templates.

 

It arrives as a Google Doc via email, ready to put to work.

Warm Leads Engine Customer.png

Is This for You?

New Financial Planner.png

The Warm Leads Engine™ is for Launch Clarity Kit™ customers who are ready to act on their brand and marketing strategy.

The Launch Clarity Kit™ builds your foundation. The Warm Leads Engine™ brings it to life so you can focus on what you do best: serving your clients.

New here? Start by exploring the Launch Clarity Kit™.

FAQ: Frequently Asked Questions

#1

How long does it take to receive the Warm Leads Engine?

​Typically 10-14 business days after purchase. We build everything from your existing Launch Clarity Kit, so no additional intake is required.

#2

Is everything custom to my firm?

Yes. Every deliverable is built using your brand voice, ideal client profile, and messaging from your Launch Clarity Kit. No templates, no generic filler.

#3

Do I need the Launch Clarity Kit. first?

Yes. The Warm Leads Engine is built on top of your Launch Clarity Kit foundation. The good news: you can get both together in the Accelerator Bundle and save $500.

→ See Pricing

#4

What if I want to make changes?

Everything is delivered as editable Google Docs. Adjust the language, swap examples, make it yours. The deliverables are designed to be ready to use with room for you to add your personal touch.

#5

Could I create all of this myself using my Launch Clarity Kit?

Yes. Your Kit gives you the strategy, frameworks, and guidance to build everything yourself.

 

The Warm Leads Engine is for planners who want to skip the creation process and go straight to implementation. Think of it as the difference between having a recipe and having the meal ready to serve.

#6

Do you offer refunds?

Due to the custom nature of the Warm Leads Engine, we do not offer refunds once purchased. Questions before you buy? Contact us anytime.

#7

What if my Warm Leads Engine takes longer than expected?

Delivery is typically 10–14 business days. If we need clarification or we're at capacity, we'll let you know. We deliver as quickly as possible without sacrificing quality.

You Have the Strategy. Let's Bring It to Life.

New to TK & Co. Marketing? Start with the Launch Clarity Kit™.

Questions? Reach out anytime.

Launch Clarity Club

Marketing ideas for financial planners. Sent only when I have something worth sharing.

Welcome to the Launch Clarity Club

A space for financial planners who'd rather serve clients than stress over marketing. Short emails. Occasional. Worth your time or I won't send it.

 

No commitment. Unsubscribe anytime.

Launch Clarity Club Newsletter.png
TK Co Marketing LLC Logo.png

©2025 TK & Co. Marketing, LLC. All Rights Reserved.

TK & Co. Marketing, LLC

6650 Rivers Ave. STE 100

Charleston, SC 29406

​​

​*Disclaimer: TK & Co. Marketing, LLC and its products (Launch Clarity Kit™, Warm Leads Engine™, Accelerator Bundle, The Launch Clarity Club) are not affiliated with, endorsed by, or registered with FINRA, the SEC, or the CFP Board. All content is for informational and strategic planning purposes only — not legal, financial, or regulatory advice. Outcomes depend on your business, market, and effort. Always consult your compliance and legal advisors before implementing marketing or client-facing materials.

bottom of page