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Useful Resources for Financial Advisers

Financial Adviser
Case Study Template

Show potential new clients how you have previously helped people like them with this quick and easy-to-use template. Simply edit by uploading into Canva and using their Free Online PDF editor to create your custom case study today.

3 Client Onboarding
Email Templates

Copy, paste and edit these 3 email onboarding templates so you can send them to new clients. Easy and quick to use, you can immediately create a great first impression when you bring new clients on board.

Cold Calling Scripts for Prospect Clients

Use this cold calling script as an aid when you're calling prospect clients so you can always feel prepared, even if your conversation starts to go off track. Click below to download for free today.

5 Social Media Templates to Help Solde Trader Clients

Upload these templates into Canva using their free Online PDF Editor. Personalise them to your brand and use them to remind your sole trader clients of 5 key dates in the financial calendar. Download for free below.

Check out our bank of useful resources below. Perfect for financial advisers who are trying to save time and reduce the stress of marketing.

We assist busy financial advisers in implementing marketing strategies, ensuring a steady influx of new clients while meeting existing client expectations for long-term retention.

Get in touch with our team to find out how we can help you today.

Unearth the Potential of Financial Adviser Marketing