Thank you for those that were able to make it to the webinar we ran on the XPLAN Financial Knowledge Centre.
For those who were unable to join us, we discussed how, in current times, it has never been more important to demonstrate value to clients whilst doing so efficiently and effectively. One area that seems to be a challenge for practices is to have regular eNewsletters that are meaningful and engaging to clients – that use various mediums and are interactive.
The Financial Knowledge Centre has a wide and deep library of content including learning modules, articles, videos, life events and quizzes. There is also the ability to tailor content and the site can be fully branded.
The Financial Knowledge Centre is a great resource for current clients, and a great tool to use for prospective clients, centres of influence, social media and for marketing purposes.
We provide monthly eNewsletter templates that can be sent through XPLAN with a copy of the eNewsletter stored against the client file. We add three new articles and two new videos each month.
We encourage you to review the resource, it is a great way to have professional regular communications in front of your clients – whilst you concentrate on the other important aspects of your business.
We have waived the establishment fee up until 31/12/18, a saving of $500.