on - last edited on by
sara.row
Tell me how it will help me
Regular communication with your clients is important, however, this means you need to find or create new and interesting content to deliver them—which can often be timeconsuming and difficult to source.
Financial Knowledge Centre provides you with effective and relevant content for client communication; delivering you new monthly content and an eNewsletter template to send out to your clients. This innovative and easy to implement resource is customisable to your brand, social media friendly, and allows you to engage and educate your clients, prospects and centres of influence.
Tell me what it actually does
Financial Knowledge Centre is a cost-effective, online resource with an impressively large catalogue of financial and life stage content designed for existing and prospective clients of financial planning practices. The resource comprises of learning modules, articles, videos, quizzes, life event materials, calculators and jargon busters.
To find out more, click here
Related Articles
