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?
- Use one browser - Chrome
- Create menu bookmarks for your website, LinkedIn and Mailchimp
- Have a strategy in place
- Using your website when with a client
- Key elements for a Financial Adviser website
- Finding previous blogs
- Reviewing testimonials
- Testing your form
- 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
- Managing your future bank balance
- Helping you sail in stormy economic seas
- Helping you finance your family
- When family comes first, and finances come second
- Managing your money, so that you can manage your life
- Managing your life, so that money doesn't matter as much
- Architect of Financial Plans
- Helping you build the life you want
- Helping you change your relationship with your finances
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.