As a financial planning professional, you’ve earned the right to these key resources.
The Marketing Toolkit helps your clients understand the value of financial planning, how planning can help navigate through every stage of life, and the importance of working with a qualified planner.
The toolkit includes videos, presentations, social media posts, research results and other information that you can easily share with your clients. Explore all the resources below.
Here are some video resources
to help your clients get started on the road to financial confidence.
Click on the image below to view and download your personal “Here’s the Plan” presentation.
You can use this presentation during individual or group meetings and speaking engagements to showcase the value of building a financial plan with a CFP® professional.