Tools to build your business

Financial Marketing Tools

Using engagement strategies to convert prospects into loyal clients

In today’s saturated financial planning market, you not only need to grab your prospect’s attention, but nurture them until they say yes… and it doesn’t stop there.

One powerful way to do this is by providing relevant, value-adding content. But you have to use it in a way that inspires a reaction – the reader contacts you for professional advice, or shares the content with their friends and family, throwing your net wider.

New marketing automation tools are radically opening up opportunities to financial advisers to create regular, personalised contact with clients and prospects without placing further demand on internal resources.

There are numerous services available to do this – here are two that make this important task so very easy.

Full newsletter service

1. Newsletter Management Service

A basic subscription to access the library is provided as a do-it-yourself service. If you don't have the time or resources to also manage a regular newsletter using our content, let us do it for you!

We will design an e-news with your full branding including colours, logo and contact details, upload your database and send your newsletter to your clients and prospects every single month. They will never miss an edition of interesting, relevant and educational material. After each edition, we will send you readership reports to show you who read your newsletter. Your newsletter is fully optimised to be viewed on any screen or device.

Our e-newsletter service has two options:

  1. You choose the content from our library and send it to us to complete each newsletter edition for you, or
  2. Let us choose the content from our library on your behalf and create the entire newsletter for your approval.

We'll do all the rest!  Get full details HERE.

"Financial Writers articulate in an exceptional way, have a great command of the language and offer a wide choice of subjects. I select articles that relate to current news or are subject specific and have them designed for my newsletters in no time at all.

I thoroughly enjoy putting out newsletters with your articles. Great writing style and the time savings of not trying to do it myself is substantial."  Selwyn Favish CFP, Cornerstone Financial Planning

2. Business Growth Coaching Services

Provided by Bob Blurton of Your General Manager

Are you a Financial Planner that loves building close relationships with clients and helping them achieve their goals? Do you find it difficult to keep on top of all of the other time consuming business issues? Or in other words, are you busy working in your business and not on it?

There is a solution – business coaching services that work just like you do for your clients.

Bob Blurton of Your General Manager works with you to understand your personal and business goals, and what may be holding you back. He will talk through the issues and opportunities and build a personalised plan of attack.

  • Do you want to build stronger profit and enjoy a better lifestyle?
  • Would you like your business to be less reliant on you?
  • Have ideas for growth however I am drowning with my current workload
  • Are you overwhelmed by change?
  • Would you like someone to keep you on track?

If you answered yes to any of these questions, then Your General Manager can help.

Bob has assisted financial planners with exactly the same issues and seen them reach both personal and business goals.

Click here to find out more ...

Great tips straight to you

Wouldn't it be nice to automatically receive our helpful marketing and writing tips?

Add your name and you will receive them like magic each time we publish our newsletter! (If you are a client, you already receive these.)

Great tips straight to you

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Free financial infographic
for you to use

Infographics are a great way to deliver information in an eye-catching format.

In addition to articles, the Financial Content Library has a range of infographics and social cards for you to use on your website and in your newsletters. They are perfect for sharing via social media.

We are offering a complimentary, professionally designed infographic for you to use copyright-free wherever you wish.

Ask (using the form below) and you will receive!

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