You spend a lot of time talking to your clients about saving money. But spending it is a big part of life too. So, this month’s campaign is about spending smartly. Summer can be very expensive, so it’s well worth helping clients consider how their spending might impact their longer term financial wellbeing, and how you can help them ensure they can enjoy a good lifestyle later in life too.
Smart spending this summer
Why this campaign will matter to clients and prospects
Positive
You can help your clients feel good about their current and future plans with a cashflow model.
Savvy
You can show people how to treat their families in a tax-efficient way with gifting and allowances.
Compound impact
Spending a bit too much can have a long-term impact, but you can show clients how small regular savings can build up too.
How the campaign can support your success
Holiday, anniversaries, weddings, renovations - summer can be one of the busiest and most costly times of the year for clients. Having sensible conversations with them can highlight the value of your advice, helping them understand how they can still have fun today and avoid a financial headache tomorrow.
This month’s marketing materials can help you talk to your clients about things like:
- How a cashflow model can show the impact of today’s spending on their financial future.
- Their current expenses and what kind of spending really matters to them.
- The potential impact on their future of withdrawing a lump sum from savings to fund spending.