Need a useful PDF guide which can explain the financial planning process to clients? Our Introduction to Financial planning resource is a powerful communication tool to leverage for this purpose.
Complete with a fresh, modern design and relevant, useful copy, this PDF guide is ideal to integrate on a newsletter, website page or blog post. It can be used as a lead generation tool in social media marketing campaigns, or simply as a way to offer additional value to existing clients.
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 financial planning is and how it helps clients.
- An overview of the process.
- Customisable with your logo and contact details (at additional cost).