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is not enough- it needs to be kept current as two-thirds of consumers would not do business with an advisor who has an out-of-date site. “
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.
VIDEO CONTENT
CALCULATOR CONTENT
Interactive Calculator Content for your Prospects and Clients.
ARTICLE CONTENT EXAMPLES
2024 Federal Budget Highlights
On April 16, 2024, Canada’s Deputy Prime Minister and Finance Minister, Chrystia Freeland, presented the federal budget.
While there are no changes to federal personal or corporate tax rates, the budget introduces:
• An increase in the portion of capital gains subject to tax, rising from 50% to 66.67%, starting June 25, 2024. However, individual gains up to $250,000 annually will retain the 50% rate.
• The lifetime exemption limit for capital gains has been raised to $1.25 million. Additionally, a new one-third inclusion rate is set for up to $2 million in capital gains for entrepreneurs.
• The budget confirms the alternative minimum tax changes planned for January 1, 2024 but lessens their impact on charitable contributions.
• This year’s budget emphasizes making housing more affordable. It provides incentives for building rental properties specifically designed for long-term tenants.
• Introduces new support measures to aid people buying their first homes.
• Costs for specific patents and tech equipment and software can now be written off immediately.
• Canada carbon rebate for small business
Featured in eForum Magazine: Building Lasting Relationships in the Digital Age
Discover how innovative financial technology tools are transforming the way financial advisors serve their clients. Our feature in Advocis explores the future of financial planning and the importance of human connection in the digital age.
Your 2024 RRSP Marketing Package
Dive into 2024 with a winning financial marketing strategy! Uncover expert tips to boost your online presence and master social media for your RRSP campaigns. Plus, get exclusive access to our comprehensive 2024 RRSP Marketing Package. Read on for invaluable insights and tools to propel your business to new heights this year!
Grow your Business with Effective Content.