Financial Content

by CFP® CLU®, CHS, EPC Professional 

 

MEMORABLE

Stay top of mind with your clients and prospects with memorable, engaging content. 

PROFESSIONAL

Establish immediate credibility with prospects with our proven strategies.

COMPLIANT

We work with your compliance department to ensure the content meets their standards.

Do you need help with keeping your content up-to-date? 

Are you wasting time trying to create relevant digital content?

We know putting together content can be time-consuming and challenging. We know experts are telling you to keep your blog updated, send email newsletters and post on social media. 

Don’t forget you need to run your financial practice, meet with clients, put together a retirement plan and an insurance illustration, follow up with underwriting and make sure it’s implemented. Phew! 

So how are you are you suppose to do this AND run your business?

Focus your energy on your business while we create your financial content. We have helped advisors with their content needs for over a decade.

Let us help you, so you can spend your time with clients. 

“Having a website is not enough- it needs to be kept current as two-thirds of consumers would not do business with an advisor who has an out-of-date site. “

2018 LIMRA Insurance Barometer Study.

The Benefits of Great Content Marketing

Promote your Services

Promote your insurance and investment services.

Be the Trusted Advisor

Position yourself as a trusted advisor.

Provide Valuable Resources

Provide prospects with lead magnets.

Increase Reach & Visibility

Stay top of mind with clients and prospects.

INFOGRAPHIC CONTENT created by

CFP, CLU, CHS, EPC Industry professionals

Provide clients with your branded infographic content:

VIDEO CONTENT 

CALCULATOR CONTENT

Interactive Calculator Content for your Prospects and Clients.

 

ARTICLE CONTENT EXAMPLES

2021 Year-End Tax Tips for Business Owners

2021 Year-End Tax Tips for Business Owners

We’re approaching the end of the year, so it’s time to review your business finances. We’ve put together an article highlighting the most critical tax-planning tips you need to know as a business owner.
We’ve focused on:
• How to determine the right salary and dividend mix.
• The best ways to handle compensation.
• How to make sure you can take advantage of the small business deduction.
• What you need to know about depreciable assets and charitable donations.
• How to make the most of Covid-19 relief programs.

“Final Pivot” – COVID-19 Emergency Benefits expire October 23rd, replaced by targeted supports

“Final Pivot” – COVID-19 Emergency Benefits expire October 23rd, replaced by targeted supports

On Thursday, October 22nd, Deputy Prime Minister and Finance Minister Chrystia Freeland announced the “final pivot in delivering the support needed to deliver a robust recovery.” This “Final Pivot” means several existing pandemic support programs for individuals and businesses will expire on October 23rd, 2021:

–  Canada Recovery Benefit (CRB) 
–  Canada Emergency Rent Subsidy (CERS) 
–  Canada Emergency Wage Subsidy (CEWS) 

How We Work Together

1. BOOK A DISCOVERY MEETING

Our initial online meeting is all about you and your advisory practice. We talk about your ideal clients, your financial services, and your goals.

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2. GET A MARKETING PLAN

We’ll craft a marketing plan that suits your business needs and execute it. If you require compliance, we take care of that.

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3. SUCCESS. GROW YOUR BUSINESS

Relax knowing that your memorable, accurate, and compliant content will grow your business.

Grow your Business with Effective Content.