An Introduction to Financial Planning – The Video

Are you a financial planner looking for a helpful resource which clearly explains what you do, and the value you add?

Our An Introduction to Financial Planning video is a great solution, educating clients within just over one minute about why financial planning matters, what it involves and how the process works.

Our financial planning video is the result of a beautiful synergy between our copywriting team – made up of industry writers and even financial planners themselves – and our design team, which has built up a considerable wealth of experience in your field. The result is a powerful, effective communication tool which can be leveraged for multiple purposes including on your social media, your blog and newsletter.

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).