This month’s campaign is all about something that will be on everyone’s to-do lists: spring cleaning. Winter is over and shoots of new life are appearing all around us. So, now is the perfect time for people to get things neat, tidy, and freshened up. And that includes their money matters too.
Time for a financial spring clean
Why this campaign will matter to clients and prospects
New beginnings
This is a great time for you to help people to review, reset, and rethink their financial goals.
Feel good
Summer is near - you can help people feel positive about enjoying it with a smart plan in place.
Proactive
You can help clients start the new tax year on the front foot, making the most of their personal allowances.
How the campaign can support your success
By making sure that a financial spring clean doesn’t fall to the bottom of people’s to-do lists, you’ll be encouraging valuable client conversations. This may involve reviewing their current situation, making a plan for the year, and using a cashflow model to show how today’s decisions can have long-lasting, positive impacts. With your support, your clients will feel good about the future.
You’ll be showing clients how they can:
- Get a clear view of their current financial situation.
- Set their savings up for success.
- Make small changes that can add up over the long term, like maximising their tax allowances.
- Feel reassured about the impact of their decisions, with a cashflow model.