Stay top of your mind with your clients, prospects and centres of influence for 2019. You can even co-brand this with your accountant, mortgage broker or estate lawyer.
How did 2018 fly by so quickly? It’s that time of the year again… when we’re all thinking about…TAXES… Download your year end tax tips kit!
In order to help you promote Financial Planning Week, we’ve put together a free social media kit including a social schedule, social media exclusive images and of course the awesome resources from FPSC. Download your free kit!
When dealing with an incorporated professional, things can get pretty complicated. This checklist is focused on helping you make sure you don’t forget to discuss key aspects of a professional’s financial planning.
When dealing with a business owner, things can get pretty complicated. This checklist is focused on helping you make sure you don’t forget to discuss key aspects of a business owners financial planning.
This financial planning checklist is client-centric and focused on their entire financial picture with the goal of having a meaningful and open conversation with client/prospect about their finances.
Summer time is a great time to catch up and plan for the next quarter. Many advisors head into the last quarter with little or no planning. Fortunately, we’ve put together a Life Insurance Marketing campaign to help you effectively market insurance so you have prospects ready to go in September. Download your free Life Insurance Campaign kit.
April 30 is around the corner, a tax calculator that you can put on your website.
How did Spring break sneak up so quickly? I feel like we just started the year…
For those that are into spring cleaning.. we’ve done a little twist- “Spring cleaning your finances” article and we’ve included spring break and Easter social posts.
Enjoy the break and eat lots of chocolate!
What? I have to write a bio about myself as a financial advisor? Where do I start?