Essentials of financial advice video
A short video explaining the essentials of financial advice.
You should only email clients and/or prospects who have the appropriate marketing permissions recorded in Xplan or IO.
The social media wording has been pre-approved by Financial Promotions and should not be altered.
Benefits
- This video helps you to explain the importance of financial advice.
- Short video content is a great way of engaging with prospects and existing clients.
- Professionally made videos help to build credibility and trust.
How to use
- Copy the link below into an email to share with your clients using our pre-approved email wording, or share on your Facebook and LinkedIn accounts using the social media wording.
www.quilter.com/essentials-of-financial-advice
Use this to
Hi [client or prospect name],
I thought this short video might be useful to help highlight how financial advice can support you.
The video is just over two minutes, and it covers:
- The basics of financial advice
- Suggestions for what financial advice can help you with
- The difference financial advice can make
I hope you find the information in the video helpful. If you have any questions, please let me know.
www.quilter.com/essentials-of-financial-advice
You can also find out more about my services on my digital adviser profile here, www.quilter.com/name-surname.
Kind regards,
[Adviser name]
Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited 22/08/2024
Not sure where to start when it comes to financial advice? Find out more about what it means to seek financial advice, and what we as advisers can support you with, in this short video.
www.quilter.com/essentials-of-financial-advice
Learn more about the services I offer and book your free initial consultation with me now by searching for my adviser profile by clicking the Find an adviser icon on the video page.