To help you with your lead generation campaigns as well as keeping your clients well educated, we are in the process of creating a series of e-books on financial planning that will be available from the library.
These publications can be used on your website or via social media channels to attract and capture leads in a professional, non-intrusive manner. We will be covering all aspects of the financial planning process across the different life stages.
Each e-book will be fully editable so you can add your own branding and personal touch.
If you have a specific topic you would like us to cover in an e-book, please let me know here.
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