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).


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