NEW Financial Planning & Strategy Guides 2012/13
Two separate and easy to understand guides on key financial issues, providing important information for your clients on personal financial planning or business related financial planning.
Our brand new Financial and Business Planning & Strategy Guides are comprehensive but clearly written guides that help your clients to understand more about personal, or business related, financial issues and questions.
Each guide covers the most relevant information for either personal or business related financial planning such as tax allowances and ways of reducing tax liability, retirement and estate management, business start up and exit strategies. Clear calls to action ensure that your clients know where you are able to assist, while case studies and strategies demonstrate your expert knowledge.
For added value and flexibility, we will also provide a Word version of the guide for you to use how you like – copy and paste it into a page on your website, or use the content to form the basis of a newsletter.
Once branded with your details you can send it to your clients via email or create printed copies if you prefer.
See an example of each guide
Key Benefits of the Planning & Strategy Guides
- Helps you deliver the best in client service
- Demonstrates your knowledge & expertise
- Prompts clients to contact you
- Fully branded with your company details
- Can help identify cross sell & up sell opportunities
- Easy to use PDF format but is also of print quality
How to Order
For more information, email us firstname.lastname@example.org, or call us on 0117 314 9302 to speak to one of our team.