When clients go through major life events financial advisors can play a key part in making sure they have the tools and resources to make informed financial decisions. When clients are looking to purchase their first home, this can help them understand how mortgages work and what the overall process entails. Connecting with them during these important times increases engagement and builds trust in the relationship.
Given the many financial aspects of the home-buying process, we've developed a specialized 6-week life event journey from the HeyAdvisor content library, specifically designed for this life event. This suggested journey can be used as a guide for you to create a meaningful email marketing campaign aimed at clients navigating the path to homeownership, utilizing your preferred software.
Leveraging HeyAdvisor’s user-friendly email templates and its smooth integration with platforms like Mailchimp, you can effortlessly set up and implement these life event journeys for your clients and prospects, enhancing your service delivery and engagement.
Starting with a simple introduction email provides clarification and increases the engagement you will have during the email marketing journey.
Sample email:
This infographic provides a comprehensive overview of the essential steps involved in buying a home, guiding clients from the initial phase of establishing a budget to the pivotal moment of closing day. It’s designed to simplify the home-buying process, making it easier to navigate each stage with confidence and clarity
This infographic compares the First Home Savings Account (FHSA) with the Registered Retirement Savings Plan (RRSP) and the Tax-Free Savings Account (TFSA), providing essential insights for clients looking to optimize their savings strategy for home purchases.
This video offers a straightforward explanation of mortgages. It emphasizes the importance of borrowing wisely to avoid excessive debt and the potential inability to repay. This serves as a good introduction and overview of mortgages.
Building upon the previous video, this goes into more detail about these two types of mortgages. Each option carries distinct benefits and drawbacks and grasping these differences is crucial for making an informed choice.
This video highlights the key differences between these two forms of risk management, allowing you to have this important conversation with your clients before the mortgage closing.
Once the journey is complete, set up a meeting to allow for any questions and start implementing relevant wealth planning opportunities.
Did you find this to be helpful? Check out the rest of our life event journeys + stay tuned for more.
Best practices tip:
HeyAdvisor is a digital content library that financial advisors leverage to connect with their clients. The highly engaging educational library of videos and infographics is white-labelled with advisor branding and can be integrated into email marketing campaigns, websites, client portals and social media. The intuitive library is grouped by life events making it easy to add value to the client relationship at times in their lives that matter most. Review our plans here.
