We all know the importance of long-term planning and regular check-ups when it comes to managing finances. But sometimes things happen unexpectedly. This month’s campaign is about how to help clients when they suddenly come into a sum of money. It’s an opportunity to provide sensible advice when your client might feel overwhelmed, and to take away any stress so they can focus on the benefits.
Is it time for some advice?
Why this campaign will matter to clients and prospects
Reassuring
You can help your clients feel confident about a new situation they might not have been expecting.
Focus
Giving your clients a professional perspective can help them think clearly about big decisions.
Savvy
You can show people how to manage their money in the most tax-efficient way.
How the campaign can support your success
An inheritance, a windfall, a lump sum from work - receiving a sum of money can prompt a lot of emotion and uncertainty about big decisions that need to be made. You can help your clients make sure their choices are right for them.
This month’s marketing materials can help you talk to your clients about things like:
- The different tax-efficient options available to them if they suddenly come into a sizeable amount of money.
- Updating their existing financial plans or coming up with completely new ones.
- How they might be planning to pass on wealth between generations.
- How a cashflow model can show the long-term impacts of any decisions made now.