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Helpful tips and guidance on writing, marketing and communicating in the financial planning world.

Supercharge your 2018 in just 1 hour

Did you know that the third most popular New Year's resolution focuses on money? This is an opportunity not to be missed as you approach the time of year when the majority of people are planning to make big changes.

It will take you just one hour to do this important task before Christmas. Make the most of this opportunity - the result could mean your 2018 starts on a high.

If you're like me, you're wondering where the last 12 months went! And hopefully, also like me, you're planning some relaxing time off over the festive season.

This is the most popular time of the year for Australians to down tools and have a good rest. It's also a time they review what they did or didn't do in the past 12 months and make plans for the next.

With more people in a relaxed mood, connecting with your current and potential clients with the right message will help to place you top of mind during this popular decision-making period.

One of the most common New Year resolutions people make is to effect financial change.

Unfortunately, the majority fail to keep their resolutions. In fact, about 58% of Australian survey respondents confessed to not sticking to their plans.

Maybe it’s because they don’t know who to turn to for help - or where to begin. 

This is where you come in...

Besides further endearing your current clients to you, an interesting and informative summer newsletter also encourages potential clients to contact you early in the New Year when they need a guiding hand.

This could be the trigger you need to convert those long-standing leads on your database and a great way to kick off 2018 for you and your clients. Everyone wins.

And as I said earlier, it should take you only an hour to put together your newsletter if you're using the great content available in the Financial Content Library.

What an easy way to supercharge your 2018. Get started now!

A powerful Christmas message


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