This guide outlines the key steps of financial planning. There is an emphasis on the financial planning process to create a successful working partnership between client and adviser. We believe that this can be successfully achieved by following 8 key steps. So why not make use of this guide to explain to clients how financial planning works and how it can benefit their lives, in an easy and accessible way.
An online guide can be published on your website as a PDF. Online versions can also be used to capture client data and to set up triggered campaigns (in conjunction with MailFirst Professional or Enterprise accounts).
Once purchased, your guide is delivered to you in PDF format and is branded with your company logo and colours.
Content Store subscribers are entitled to an exclusive 20% discount off the usual purchase price on all Adviser-Store guides, meaning each guide will cost just £336+Vat.
Click the image to the right to see a snapshot of this guide.
For a more bespoke branding, including the addition of images and setting up for print, or if you are already a Content Store subscriber requiring a product discount code, please contact one of our team by clicking here.