Newsletter Service
In today’s world of Artificial Intelligence (AI), we sometimes tend to forget the human touch of being in constant contact with our clients.
You as a professional practitioner, to enhance your client relationships, should be providing consistent monthly, insightful, and informative messages to your clients. This constant updating your clients will also generate new revenue assignments and referrals from your clients.
These monthly newsletter will be informing them about wealth creating strategies such as purchasing property in SMSF, need to update deed, commence pensions, adding members and many other helpful hints and updating them constantly. Many clients will be sharing these newsletters and videos with their family and friends, thereby earning you new clientele.
Our solution for you for being in regular touch with your clients is a monthly newsletter ten times a year via an email, a video to the clients via your mobile phone with a web link platform (YouTube) will ensure your web presence and will equip you with the below deliverables:-
Deliverables
At the end of the each month (except December and January – 10 times) – you will receive the following from us relevant to the next month:
1) Monthly Newsletter (PDF file): designed specifically for financial professionals covering changes in the field of SMSF that has expert-driven content and will be consumed by your clients in text, video and via web. This email will also be sent to you in word format, with some space for you to add your own content, should you feel the need for it. You must then distribute it to your clients.
2) Video with AI voiceover (For Branded Newsletter clients only): the content of the newsletter will be made into a video. Younger and busy clients consume video content quicker and faster than boring text. This video link will be sent to you which you can imbed in your email to your client.
3) You Tube Channel (For Branded Newsletter clients only): We will upload your monthly video on to your firms YouTube channel. This will not only give your firm a web presence on social media but create a digital footprint for your firm. You will also be able to share the video on other social media platforms of your firm like Instagram, Tick Tock, LinkedIn for more referral work.
* SMSF Auditors purchasing 150-300 funds will get the newsletter without their branding
** SMSF Auditors purchasing 500 funds or above will get this service with their firms branding- Logo, Firm details, contact details etc.
Contact us on 02-96844199 or email on vc@trustdeed.com.au to see samples of the newsletters.
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