id
A range of materials to use with existing clients and new client to help them understand the importance of advice when it comes to making important decisions about their finances.
There are versions for you to use with both existing clients and new clients.
-
Email template
An editable template for you personalise and add in your own company details.
-
Letter template
An editable PDF you can personalise and brand with your own company logo. See best practice guide for support on how to add logo.
-
Brochure
A short editable brochure on the power of financial advice, helping clients understand the benefits of receiving your advice.
-
Access video
Video
A short animation that you can use on social media or share the link directly with your clients.
Editing your templates
Best practice on how to edit the templates, including how to add your company logo to the templates.