More FREE publications to help you communicate with clients

Now more than ever, advisers are being expected to communicate with clients. To help you, a number of new client communication documents are available through Simply Marketing. Unbranded versions of each of these pre-designed, pre-approved documents can be downloaded in PDF format by SimplyBiz members for FREE. Branded versions, personalised with your logo and contact details, can also be ordered.

Complete and submit the form below to download your free unbranded PDF version of any of these documents or to order a personalised version.

We’ve now added a new document ‘Investing in times of uncertainty’, to the three documents already on offer:

  • Investing in times of uncertainty

This recently updated document puts short-term market volatility into historical context. It explains that many investors are getting used to a variety of political, financial and economic factors and learning to look through the ‘noise’ to focus on what really matters, and that portfolio diversity holds the key to approaching investments and managing risk.

It also refers to the importance of thinking about longer-term timescales instead of focusing too intently on short-term events and market fluctuations.

  • Investing for the long-term – lessons from the past

This insightful document provides a rundown of the major movements of the FTSE 100 since inception. Although the emergence of COVID-19 brought an end to the drawn-out recovery of major stock markets, it’s certainly not the first dip experienced by the index. 

This publication is a reminder that global markets do occasionally falter for a variety of reasons, but, as an investor, putting any volatility into historical context is useful and despite a variety of market shocks over the years, the index still has a long term growth trend. 

  • The value of financial advice

At all times, but particularly in uncertain times, access to advisers’ expert insight and knowledge has never been more valuable to both existing and prospective clients. Although you know the value your advice brings to your clients’ lives and circumstances, sometimes it’s a good idea to remind and reassure them. 

Whatever stage in life your clients are at, this document highlights the benefit of advice when taking major financial decisions.

  • Helping you access finance (English version and Scottish/Wales/NI version)

The government has provided a range of financial support measures for businesses. This document helps you to provide your SME and corporate clients with an overview of what’s available. As some elements of support vary in different parts of the UK, we’ve developed two versions – England and Scotland/Wales/NI.

Formats

  • All four items are A4 two page, available in PDF and HTML formats
  • All four items can be added as news articles to NextGen websites

Costs

  • All items can be downloaded as an unbranded PDF by SimplyBiz members for FREE
  • Branded versions, with your logo and contact details, in PDF or HTML cost £35 each plus VAT*, subscribers to the Communication Package receive a 10% discount on each
  • NextGen sites that currently subscribe to a paid for news package, can have ‘Investing in times of uncertainty’, ‘Investing for the long-term’ and ‘The value of financial advice’ added to their site for £15 plus VAT each. Helping you access finance’ can be added for free

* As a benefit for subscribers to the Simply Marketing Communication package, a branded PDF or HTML version of ‘Helping you access finance’ can be downloaded for FREE. This is now available in your store account.

Complete and submit the form below to download your free unbranded PDF, or to order a personalised version (we will contact you to obtain your logo and the details you would like to appear on the document).

Additional client communication publications

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  • ~ Please note, if you subscribe to the client communication package, this item is included and a personalised version is available for download in your store account now.

    ^ Please note: this article can only be added to, and is free for, NextGen sites that subscribe to a paid for news package.
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