We know how busy it can get at the start of the year between putting the finishing touches on New Year plans and objectives, trying to reconnect with and motivate clients after the summer break, to trying to engage prospective clients. So as your business partner we’ve tried to make things a little bit easier.
Below are links to two Word documents. Each document contains copy that you can use in your emails, newsletters, blog/social media posts or website etc., and is designed to get your clients and prospective clients thinking and motivated about their health and money goals, and how you, as their Financial Adviser, can help them.
While ‘6 Ways to reach your 2017 New Year’s goals’ was written to be distributed to your clients in January, and ‘What is your purpose?’ is ideally aimed to follow up this article in February, you can use, change and send these as you like to suit your specific needs.