Coming soon: news service for Financial Planners to use with top clients - FP Advance

Coming soon: news service for Financial Planners to use with top clients

BY brett

Targeted, meaningful content creation for use with your Financial Planning clients.

Many of you have told us that you find it challenging to communicate with your clients in an ongoing, consistent and meaningful way. You know it makes sense to keep in touch with relevant and well written content, but that takes so much time. Besides, if writing newsletters, articles or blog posts isn’t your area of expertise, it’s easy to put it off.

To solve this problem, our experts at inspire: design & marketing and at Valuable Content are working on a client communication package that you can either pick up and use yourself or subscribe to on a monthly basis.

We know that no one understands your clients better than you, so a generic content writing service won’t do. We will tailor make content to fit your client base by focusing on the areas you know are most pressing, and in the way you know works best.

We are hoping to launch this service in the Autumn. If this interests you, please tell us what you would most like this service to include. We’d also like to know what you’d be prepared to pay for this expert, consistent client communication service on a monthly or yearly basis!

 

 

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1 comment to " Coming soon: news service for Financial Planners to use with top clients "

  • Sarah Elson

    We would be interested in some sort of communication that was relevent that we could send by post or e-mail to our clients on a regular basis and would appreciate it if you could keep us informed of any developments in this area
    Many thanks Sarah Elson

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ABOUT BRETT DAVIDSON When you work with FP Advance you work with me, Brett Davidson, directly. My motto is ‘advise better, live better’ and I practice what I preach. I’m straight talking and get to the heart of an issue quickly. There’s no beating about the bush, just a focus on helping things improve. Ask my clients – what I teach works.