As a Quilter adviser, you know just how valuable cashflow modelling is. Clients, especially prospective ones, probably won’t though. Your November campaign highlights just how useful this tool can be, helping them get a much clearer idea of their goals and whether they’re on track to hit them.
Put the benefits of cashflow modelling in focus
Why this campaign will matter to clients and prospects
Combating uncertainty
You can give clients more control over their future.
Spot issues
If there are any barriers in their way, they’ll be able to change course in time.
Retirement goals
Cashflow modelling is a great way to see if a client's retirement is on track.
How the campaign can support your success
Cashflow modelling is a great door-opener for prospective clients. It also positions you as an expert, with specialist tools at your disposal. This is the kind of insight clients can’t get elsewhere, and that’s tailored to them.
That’s why the different marketing materials spotlight your role in helping clients:
- Spot opportunities to make more of their investments or savings
- Work out how they can afford to support other family members, like children or older parents
- Make their retirement income last longer, or even grow it