Skip to main content

Welcome to the Manager Toolkit

Connecting with your community is easy with the right resources. The Manager Toolkit—a one-stop shop for Banzai resources—contains all the tools you’ll need to succeed.

The Manager Toolkit directs you to tons of downloadable, viewable, and printable resources including content marketing content, pre-designed presentations, and more.

Here are some resources to get started:

Learn about the Banzai Pocket Advisor

Give account holders quick and easy access to the calculators from your Wellness Center with the Banzai Pocket Advisor.

Banzai Pocket Advisor

Here you'll find materials (social media posts, web banners, etc.) created to help you promote and share this resource with your community.

Promote Coaches in your Wellness Center

Download pre-built marketing content such as social media posts & images, email templates, and more for your community.

Coach Marketing Materials

Take advantage of your access to pre-built social media posts & images.

Take your pick from a number of printable assets including trifold brochures, a bookmark, employee fin lit flyers, and more.

Printable Materials

Explore a number of ready-made, printable content.

Access pre-made presentations

Supplement your seminars, webinars, and community classes with pre-made presentations. These ready-made presentations provide presenter notes and fully built presentations that help you teach a variety of financial topics via seminars, webinars, and more—all on the fly.

Presentations

Present a variety of financial topics to your community.

Understand your Direct Essentials product

From sharing content to utilizing printable materials, we want you to take full advantage of Banzai’s suite of resources and products. These guides will walk you through some of Banzai’s most common and best practices.

Guides

Learn how to implement available Banzai resources.