e-Snapshots
Be a pro-active firm and send your clients dynamic e-snapshots at important times of the year. E-snapshots allow your firm to respond immediately to a change in legislation or in financial market conditions. Firms can distinguish themselves with these spontaneous communications reinforcing to clients that they are on the ball..
June 30th
Send your clients a June 30th Tax Planning alert to remind them of the items that are tax deductible (financial planning fees, income protection insurance premiums etc). Communicate the benefits of salary sacrificing and budgeting for next financial year to keep these ideas front of mind for your clients.
New product opportunities
Use e-snapshots to inform clients about exciting new products. This is an excellent way of increasing sales in a very efficient manner.
Clients can either:
- ‘click’ for you to contact them for more information,
- ‘click’ to receive a direct mail pack, or
- ‘click’ to attend a seminar you are running in regard to the product offering.
We manage the whole campaign on your behalf. Just give us the product and the seminar date and we’ll organise the rest for you.
Send your clients a Federal Budget review to highlight the key outcomes of the budget and how it will effect them. Even though clients can read about the budget in the newspaper, it is important that they receive communication from you, their financial planner in a timely fashion. This reinforces to the client that you are in the best position to assist them in making critical financial planning decisions going forward.
New Financial Year “knowledge is power” update
Goal setting and budgeting are easy to start but difficult to maintain without small reminders and encouragement. Clients will appreciate a list of tips and traps to assist them in staying on track in the new financial year.