How can you best prepare your clients for retirement? How can you educate them on the necessary steps they need to take? Our Financial Planning Guide to Approaching Retirement is a great resource to make use of, allowing you to clearly explain the process and benefits in a clear, understandable way. Complete with great copy by our specialist writers and beautiful imagery, this guide is also sure to keep clients engaged.
Compliant and up-to-date in 2020-21, this downloadable guide is a great piece of communication to use as a lead magnet on a social media campaign, blog post or website page. You can also attach it in your monthly newsletter to clients, adding further value and thought leadership.
Features and benefits include:
A beautiful front and back cover spread.
10 pages of great content.
Great photography, quotes and imagery, integrated into a compelling layout.
An inviting introduction, outlining what wealth management is and how it helps clients.
An overview of the process.
Customisable with your logo and contact details (at additional cost).