First meeting checklist
Checklist for financial advisors
For advisors who want prospects arriving prepared for the first meeting.
Niche
Lead magnet templates for financial advisors
Trust comes before everything else in advice, so lead magnets for advisors should be calm, clear and without hype. These examples explain money simply and set expectations for a first meeting. Check any wording against your own compliance rules before you publish. For more on choosing one, read our guide to lead magnets for financial advisors.
Investing terms cheat sheet
Cheat sheet for financial advisors
For advisors who want to reach people just starting to think about money.
Client email templates
Email scripts for financial advisors
For anyone who sells to advice firms and wants advisors on their list.
First financial plan guide
Guide for financial advisors
For advisors who want to reach people making their first financial plan.
Annual review agenda template
Template pack for financial advisors
For anyone who serves advice practices and wants practice managers on their list.
Swipe file of money conversation openers for financial advisers
Swipe file for financial advisors
For financial advisers who want clients to start the money conversations that make a plan work.
Buyer's guide to choosing a financial adviser for financial advisers
Buyer's guide for financial advisors
For financial advisers who want to be chosen for clear fees and a clear service, not for the shortest introduction.
Mortgage or pension decision guide for financial advisers
Decision guide for financial advisors
For financial advisers who want to reach people who have spare money and have not yet decided where it should go.
Pension mistakes list for financial advisers
Mistakes list for financial advisors
For financial advisers who want savers to avoid the pension errors that are costly to fix.
Retirement roadmap for financial advisers
Roadmap for financial advisors
For financial advisers who want people approaching retirement to book a conversation while there is still time to plan.
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