Essentially Wealth magazine Q3
The Q3 2024 issue of Essentially Wealth.
Benefits
- Contains expert insights into pensions, finance and investing.
- Keeps your clients up-to-date with important financial issues.
- A professional way to keep in regular contact with your clients.
How to use
Download and share with your prospects/clients via email. You can choose to add your name and photograph for a personal touch, or download a standard version.
Use this to
This the standard PDF which can be downloaded.
You can add your own details and personalise this PDF, which can then be downloaded.
Unless sending these as part of your Terms of Business servicing requirements, you should only email clients and/or prospects who have the appropriate marketing permissions recorded in Xplan or IO.
Use the pre-approved email template to share the quarterly magazines with your clients/prospects. You can:
- Download the template by clicking below, or
- If you use XPlan, the template has been added to the system for you to select.
Xplan guide for quarterly mailings
A step by step guide on how to send the quarterly campaign newsletters to clients.