Stay close to your clients

The Futé Marketing offer

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WEB MARKETING STRATEGY

100% automated

To help you stay involved in your clients’ lives, our web marketing strategy is based on your high level of availability as an advisor. Thanks to monthly newsletters with content tailored to your clients and custom web banners, you can harness the power of the Internet to create a unique user experience with a personal touch.

28 pages

 

Adaptive
website

Monthly communications

 

Custom monthly
newsletters

$600 advertising budget

 

Targeted
banner ads

Because advisors already have new prospects among their existing clients.

BUILDING CLIENT LOYALTY

Numbers that
speak for
themselves

Of assets managed disappear when transferred to a spouse.*
70%
Of assets disappear when transferred to a spouse and then to the children.*
94%
Consult the Internet before buying insurance or financial products.**
69%

*Source: Investor Economics Household Balance Sheet Report, Canada, 2017.
**Source: BCG Global Consumer Sentiment Survey.

Your name

Your advisor since 2008

Finding you bearings in the ever-changing world of finance and insurance products can be overwhelming. Having a complete and beneficial solution for all of your assets can be quite a puzzle. That is why I am offering you my services: I would like to review your situation and present a tailored analysis of your portfolio.

With my advice, you will benefit from a successful management of your investments and achieve optimal asset allocation. In addition, we can also review your various insurance plans to ensure that you have the best solutions. All this while guiding you effectively through the various products available to you.

But there’s more, as we build a trusting relationship I can also put forward a financial plan tailored to secure your future. I guarantee you that by working together I can present a plan that’s adapted to your needs as well as your economic realities. Let’s start now! Seek my expertise to build your financial future and benefit from my insurance and investing knowledge.

Votre nom 

Votre conseiller depuis 2008

S’orienter dans le monde en constante évolution de la finance et des produits d’assurance peut être un véritable casse-tête. Trouver une solution complète et avantageuse pour l’ensemble de vos avoirs devient également bien complexe. C’est pourquoi je vous propose mes services afin de procéder à une analyse personnalisée de votre portefeuille.

Grâce à mes conseils, vous bénéficierez de placements optimaux et d’une gestion fructueuse de vos investissements. De plus, nous nous assurerons ensemble de vous guider vers les meilleures solutions d’assurance. Tout cela en vous orientant efficacement à travers la vaste gamme de produits qui s’offre à vous.

Je vous propose également une planification judicieuse de votre avenir financier en vous assurant d’abord une relation de confiance. Il me fera plaisir de vous garantir une écoute adaptée de vos besoins et de votre réalité économique. Faites appel à mon expertise en matière d’assurance et d’investissement dès maintenant. Un avenir financier qui vous avantage, ça se planifie!

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