This January, your monthly campaign encourages people to look to the year ahead. What are their key money goals and milestones? And how can talking to an adviser help them make a financial plan for the next 12 months?
Starting the year with new conversations
Why this campaign will matter to clients and prospects
Timely
People reflect on their finances and resolve to make improvements in the New Year.
Reassuring
Planning far ahead can be daunting, but you can break it down into simple steps.
Positive
This campaign focuses on solutions for the future, rather than problems.
How the campaign can support your success
Whether they’re prospective or current clients, everyone can connect with the idea of getting their finances off to a fresh start. This message positions you as proactive and shows you’re thinking about clients’ financial wellbeing in the long term.
By inviting people to a financial planning review, you can help them:
- Discuss where they are now and where they’d like to be in 12 months.
- Create a cashflow model to help them visualise their financial situation and the difference that changes can make.
- Explore various strategies to improve their long-term financial position, from pension contributions to investments.