Essentials of investing video
A short video explaining the essentials of investing.
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 benefits of advised investing.
- 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-investing
Use this to
Hi [client or prospect name],
I thought this short video might be useful to help highlight the essentials of investing.
The video is just under four minutes, and it covers:
- What investing is
- Why you should consider investing
- Some investment questions to ask yourself
I hope you find the information in the video helpful. If you have any questions, please let me know.
www.quilter.com/essentials-of-investing
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
Learn about the essentials of investing and find out what kind of investor you would be in this short and informative video.
www.quilter.com/essentials-of-investing
No matter what stage of investing you’re in I can help you take the next steps. Get in touch today by clicking on the Find an adviser button on the video page and search my name to continue your investment journey with personalised advice.
Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. August 2024.