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Swipe file

Money conversations with the people you love

How to use this swipe file

Give this to clients before a review meeting or put it in your welcome pack. Clients who find it easier to start the conversation bring the people who matter into your planning.

What is inside

Starting with your partnerChoose a calm moment, not an argument.
Talking to a parentMany people wait until a crisis.
Talking to an adult childBe clear about gifts and loans. Write down which it is.
When it is hard to startIf a direct approach feels too much, begin with a story, such as something that happened to a friend, and ask what they think.

Three title ideas for your own version

Money conversations with the people you love
How to talk about money with your partner
What to say to a parent about their finances

Where to promote it

Client newslettersreview meeting invitationsLinkedIn postsa link in your welcome pack

Why give clients wording for money conversations?

Many plans fail because a partner or relative was never told. Wording that makes the first step easy helps your clients and brings the second person into the room.

Make this swipe file your own

The sample above is a real page. Press Use this template, sign up, and it appears in your account with this text and look, ready to edit. Change the words, add your own details and publish it.

Built with Gatedleads, the quickest way to turn a page like this into a lead magnet that collects emails.

Use this template

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