As a financial advisor, it’s important to help your clients navigate major life events. This involves helping them understand the financial implications of these life events, providing guidance on how to manage their finances during these transitions and helping them develop a long-term financial plan that aligns with their goals and priorities.
With wedding season among us, we thought we would share a suggested 6-week life event journey leveraging the HeyAdvisor content library that you can send to your clients or clients' adult children during this important transition.
HeyAdvisor's pre-written email templates and integration with Mailchimp make it easy to create these life event journeys and use them over and over again with clients and prospects.
Starting with a simple introduction email provides clarification and increases the engagement you will have during the email marketing journey.
Sample email:
This piece highlights the areas clients should consider including insurance, will planning and tax planning.
With a lot of negative connotations around marriage contracts, it’s important that engaged couples have clarity around these agreements and explore if it makes sense for them.
Risk management is an important part of every life event and when a couple gets married there are a variety of insurance products that may fit their needs. This piece summarizes the various types of insurance so that you can open up the conversation and complete a needs analysis.
For some couples, marriage will spark the conversation around how they should approach their finances to meet joint financial obligations. This infographic outlines a few different ways they can handle their financial responsibilities.
When a couple takes the steps towards getting married, there are typically common savings goals or financial milestones they are looking to achieve. This could be paying for a wedding or purchasing a home. Sharing this piece around budgeting will help them create a plan and increase their chance of reaching these goals.
Once the journey is complete, set up a meeting to allow for any questions and start implementing relevant planning opportunities.
Did you find this to be helpful? Stay tuned for more suggested life event journeys.
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.
