Investment planning

Aim To highlight your specialist advice offering in the area of wealth planning. Include Clear…

Aim

  • To highlight your specialist advice offering in the area of wealth planning.

Include

  • Clear summaries of the needs of your clients and how you use your expertise/services to meet those needs
  • Wording/terminology that makes sense to your target audience – consider whether your audience is more or less sophisticated Appropriate imagery to bring to life the relevant audiences
  • Identify the client need that you would be satisfying in delivering this service.
  • Highlight the desired outcome that you will deliver through the specialist service
  • Include any research or technical articles that reinforce the importance of this specialist area and the potential outcomes.
  • Highlight when there is a logical link to another product and/or service.
  • Potentially include client case study if appropriate.
  • Outline the specific elements that are covered in this specialist area. e.g.:

    Optimise your wealth through investment management
    – Risk tolerance assessment
    – Access to a diverse range of investment options
    – Rebalancing of investment portfolios
    – Establishing rigorous disciplines

    Tips

    Highlight your personal knowledge and/or technical focus in relation to this specialist area. Ensure your descriptions are concise and clear so that they client can easily absorb the offer. Appropriate imagery to bring to life the relevant audiences.

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