Let’s get the year off to a great start video
A video that you can send to prospects/clients to get new year conversations started.
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 a review of your client’s financial situation for the new year.
- 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.
https://www.quilter.com/lets-get-the-year-off-to-a-great-start-video
Use this to
Hi [client or prospect name],
Happy New Year!
I’m getting in touch to see if you’d like to set up a meeting to help you make 2025 (and beyond) a more financially fulfilling time for you.
I think you’ll find it invaluable. In the meeting, we’ll:
- review changes in your circumstances and future plans
- check how your pensions, savings and investments are right for you (and performing)
- see whether new financial regulations or October’s budget will affect you
With that knowledge, I’ll be able to put a practical financial plan in place for you. I also have access to a cashflow modelling tool that’ll shine a light on your longer term financial future.
You’ll find details of how I can help you in this short video: www.quilter.com/lets-get-the-year-off-to-a-great-start-video/
To book your financial review, please contact me on [contact details].
Kind regards,
[Adviser name]
Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited December 2024
If you want to get your finances off to a fresh start, I can help you in three simple steps. Just watch the video and get in touch to find out more.
You can find me at www.quilter.com/name-surname
Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. December 2024.