We have a wide variety of worksheets pre-made and Gateway branded that will help you to conduct any kind of client communication. Whether you are looking to update existing client information, onboard a new client or begin discussing retirement, we have many resources. If you still are not seeing what you need, reach out to the marketing team at marketing@mygfpartner.com or fill out the marketing request form!
Here at Gateway, we offer a variety of coaching resources because we believe our partnership is built on your success. These resources help you develop and reach goals set for your business. These resources work great when paired with a monthly or bi-weekly coaching call!
These resources help you grow and further build your business. Whether that is getting yourself and your clients through tough economic times or developing a strong digital presence, we have guides to help!
These resources are useful in everyday work. They include how-to technology guides and directories for internal teams and workflows.