Prospecting
Attract new clients and grow your practice with a range of ready made marketing materials
Reaching out to prospective clients is a key part of your business but before you begin you'll need to develop a range of professionally designed marketing materials to assist you, an activity which can be time consuming as well as costly. At SimplyBiz we recognise your expertise lies in converting prospects to clients as well as providing financial advice, that's why SimplyBiz have developed a range of resources ready and waiting for you to utilise from the day you join, they'll be branded with your logo and contact details allowing you to focus on what's important – winning new clients.
Website
An online presence is an excellent tool to assist you in promoting your practice as well as allowing prospective clients to research and understand your proposition further. SimplyBiz can offer you a cost effective solution at just £6 per month + VAT. Your practice could have a professionally designed website that reflects your company style, colours and branding which you can use to attract clients online. The SimplyBiz system will allow you to update content and manage key messages through an easy to use content management system, with the option to send content directly through to the SimplyBiz compliance team for approval before publication ensuring you're fully compliant as well as in complete control. You can offer visitors the opportunity to utilise a range of calculators as well as link in to any social media pages you may have.
Stationery
Ensuring you leave the right impression with clients is part of building a long term relationship. SimplyBiz can design a complete range of stationery for you, from business cards to letterheads and email signatures, we'll ensure all items are fully compliant with the appropriate disclaimers and we can also organise printing for you.
Newsletters
Staying in regular contact with prospective clients is key to ensuring they come to you for financial advice when they're ready. SimplyBiz will provide you with a range of topical newsletters, written and designed for your clients, and branded with your logo and contact details. From investment to home finance, you can select the newsletter most suited to you and give prospective clients insight into a range of subjects, without having to create and check the content.
SimplyBiz client newsletters are available in print or online, allowing you to select the best method of delivery for you. Using newsletters as a communication tool to prospective clients will assist you in positioning your practice as a knowledgeable and useful source of information.
Brochures
Ensuring your clients understand the benefits of financial advice as well as the process you go through to ensure they receive the most suitable advice for their circumstances goes a long way in building the value of your service in the eyes of your clients.
From the day you join, SimplyBiz can provide you with professionally designed brochures, which you can brand and personalise to demonstrate to clients the key steps you take to ensure they get the very best advice.
