ONLINE TRAINING
Please make sure you have your pen and notebook ready.
LIFE WAS ALWAYS
MEANT TO BE
A TEAM SPORT
HOW IT ALL WORKS
- Why do we communicate with our clients?
- How do we achieve that online?
- What's the next step?
STREAMLINE ONLINE
- Use one browser - Chrome
- Create menu bookmarks for your website, LinkedIn and Mailchimp
- Have a strategy in place
WEBSITE ORIENTATION
- Using your website when with a client
- Key elements for a Financial Adviser website
- Finding previous blogs
- Reviewing testimonials
- Testing your form
MAILCHIMP ORIENTATION
- Logging in - login.mailchimp.com
- Quick jump links for the folder
- Lists - how to add clients, edit clients and create groups
- Campaigns and reports that matter
- Resending a campaign to unopens
- Savvy segmentation
- Campaigns on the fly
LINKEDIN STRATEGY
- Checking your profile
- Update your headline
- Easy-to-find contact details
- The Three-minute LinkedIn Strategy
- Building your network
- Creating replies
- Recommendations
- Finding your activity
LINKEDIN HEADLINES
- Safeguarding your financial future | A journey of building trust and securing prosperity together
- Providing a lifeline in uncertain economic waters | Cultivating resilient financial strategies while nurturing enduring relationships
- Caring for your family through finance | It's about the bonds we build, the dreams we share, and the futures we secure
- When family comes first, your financial plan follows | Enriching relationships and lives through a mindful approach to money
- Aligning your money management with your life's rhythm | Weaving together the threads of your financial and personal narratives
- Guiding you towards a life where money serves your goals, not dictates them | Crafting a financial roadmap that aligns with your authentic self
- Your partner in drafting the blueprint of your financial future | The art of building plans that resonate with your life and aspirations
- Empowering you to build the life you envision | Integrating financial planning and life design to unlock your potential
- Changing your conversation with money | Inspiring a healthier, more fulfilling relationship between your finances and your life
- Building financial bridges to your dreams ⸱ Crafting strategies that transform lives and strengthen relationships
- Helping you steer your financial ship in the sea of life ⸱ Empowering you with the tools to navigate your unique financial journey
- Weaving financial wisdom into your life's tapestry ⸱ Understanding money's role in the grand scheme of your aspirations
- Turning financial planning into a partnership ⸱ Cultivating trust and understanding as the cornerstone of your future wealth
- Designing a financial landscape where your dreams can thrive ⸱ Inspiring a shift in how you perceive and interact with money
- Your collaborator in creating a symphony of financial harmony ⸱ Aligning your financial goals with your life's rhythm
- Harnessing the power of money to fuel your life journey ⸱ Cultivating a financial ecosystem where your aspirations flourish
- Igniting a transformation in your financial narrative ⸱ Facilitating a deeper connection between your wealth and your life
- Painting your financial future with strokes of trust, understanding, and authenticity ⸱ Building plans that reflect your unique life canvas
- Tailoring a financial blueprint to your life's unique pattern ⸱ Weaving together your aspirations and finances into a coherent, comfortable fit
- Planting the seeds for your financial growth and life success ⸱ Cultivating a fertile ground for your dreams and aspirations to flourish.
LINKEDIN IMAGES
CONTENT TIP: Saving is like brushing your teeth – it’s the everyday habit that makes it effective, not a once-off effort before visiting your financial planner.