As a financial advisor, guiding clients through significant life events, especially embarking on the journey of business ownership, is paramount. This involves helping them understand the financial implications of these life events, guiding them 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.
Given the many challenges and opportunities that come with starting or expanding a business, we've curated a 6-week life event journey from the HeyAdvisor content library tailored for this milestone. This suggested journey can be used as a guide for you to create a meaningful email marketing campaign for entrepreneurial clients using the software of your choice.
With HeyAdvisor's ready-to-use email templates and seamless integration with Mailchimp, setting up and reusing these life event journeys with clients and potential clients becomes a breeze.
Starting with a simple introduction email provides clarification and increases the engagement you will have during the email marketing journey.
Sample email:
This infographic offers business owners a clear comparison between salaries and dividends, highlighting the benefits of each. This format offers a straightforward checklist-style visual guide, making it simple to share.
This infographic emphasizes the significance of taking care of your employees as a business owner, particularly in retaining talent. The infographic details some of the pros of employee benefits and presents different types available in an accessible and easy-to-understand format.
This is a valuable guide for business owners to help them obtain proper insurance coverage.
This video outlines the basics of key person insurance coverage so that your clients can get an idea of how it can help in their business.
This video shares the benefits of an estate freeze for business owners looking for a tax-efficient way to transfer ownership of the business to the next generation.
Once the journey is complete, set up a meeting to allow for any questions and start implementing relevant wealth planning opportunities.
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 our Life Event Journey: Getting Married and Life Event Journey: Having a Baby + 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.
