Client Service Proposition Marketing Bundle

Delivering a highly coordinated marketing approach to client, prospect and professional introducer engagement.

This service includes a portfolio of fully personalised client facing magazines and client marketing guides designed to improve client communication, raise brand awareness, improve marketing efficiency, enhance client retention and increase sales. You receive 25 copies of your fully personalised 12-page printed client magazine every two months to give to new prospective clients, send to key existing clients, or professional introducers. Additional copies can be ordered based on the specific quantity you require.

Additionally, every two months you also receive a complimentary selection of different fully personalised digital client marketing guides and publications that are perfect for uploading to your website for visitors to read online, download and ‘refer to a friend’, and for email marketing and social media campaigns and activities.

Fully personalised print and digital publications provided bi-monthly and featuring your business name, logo, address, contact details and regulatory details on the front cover:

  • 12-page, printed corporate client magazine
  • 12-page, digital corporate client magazine
  • 30-page, digital wealth management client magazine (PDF format)
  • 28-page, digital client marketing guide (PDF format)
  • 4-page, digital client marketing guide (PDF format)
  • Professionally written client marketing letter and email template to accompany your magazine
Client Service Proposition Marketing Bundle

Digital client marketing guide example titles, 28-page format:

  • Guide to the Budget
  • Guide to the Spring Statement
  • Guide to Inheritance Tax Planning
  • Guide to Retirement Planning
  • Guide to Wealth Management
  • Guide to Investment Planning
  • Guide to Wealth Preservation
  • Guide to Protection Planning
  • Guide to Estate Planning
  • Guide to Corporate Financial Planning

Digital client marketing guide example titles, 4-page format:

  • Guide to Pension Freedoms
  • Guide to Stocks & Shares ISAs
  • Guide to SIPPs
  • Guide to Pension Consolidation
  • Guide to Asset Allocation
  • Guide to Investing for Income
  • Guide to Year End Tax Planning
  • Guide to Later Life Care
  • Guide to Business Protection
  • Guide to Income Protection

Drive results for your business

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