Financial imposter syndrome report
A research-based report created by Quilter, highlighting the invisible barriers to financial wellbeing and how to overcome them.
Overview
You should only market to clients and/or prospects who have the appropriate marketing permissions recorded in Xplan or IO.
Benefits
- Describes the symptoms and consequences of Financial Imposter Syndrome.
- Encourages prospects to take the first step in their financial wellbeing journey by considering their advice needs.
- Professionally produced and branded to build credibility and trust.
How to use
- Download the report to share with clients and leads.