Let’s get the year off to a great start video

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

• Generate leads
• Convert leads
• Develop existing clients

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 no longer wish to receive these marketing emails, please reply with unsubscribe.

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.