Financial planning software. Astute Financial Planner


Marketing tools

A number of the Astute Client Engagement Tools are useful for marketing your business by facilitating; promotion of a new service to a current client, prospecting for new clients, or working with your centres-of-influence (e.g. Accountant, Mortgage Broker or Lawyer) to gain referrals and/or provide referrals in return.

Marketing tools - Financial planning software
5 minute financial health check. Information Gathering Systems. Astute Financial Planner

5 Minute Financial Health Check (5MFHC)

This health check is a very powerful marketing tool as it asks a client to assess how comfortable they are with their current financial situation across all six areas of financial advice: (i.e. 1. Income, 2. Investment, 3. Debt, 4. Risk, 5. Retirement, and 6. Estate Planning).

Video email

Email Campaigns

You can send an email to prospects that includes a link to the 5 Minute Financial Health Check and when they complete the 5MFHC a report is sent to you that highlights where the client has identified issues and needs your help. It also includes their contact details for you to arrange a first appointment.

You can provide the link to the 5MFHC to your centres-of-influence and engaged clients as well so they are able to send it to their family, friends and clients.

Optional. For your own website – simply include the 5MFHC on your own website (we provide the code free-of-charge) for you to send to your web developer. This form can be up and running on your website in no time at all.

COI Centres of Influence

Centres-of-Influence (COI)

The Astute subscriber (e.g. the financial adviser) can provide their centres-of-influence with a link to their online 5 Minute Financial Health Check. Your COI can email this link to their own client base.

Alternatively, as some COIs (eg. accountants) are currently doing, spend a few minutes at the end of their client meeting completing the Health Check together. If the client scores low in their self assessment, then the COI presses “send” and tells the client that the 5 Minute Financial Health Check report will be sent automatically to the financial adviser who will give them a call in the next couple of days to set an appointment.

A number of Astute Financial Planner subscribers are reporting great success with Accountants using the 5MFHC to provide a steady stream of referrals to the financial adviser.

Accountants are also using it to refer clients to other specialists, covering services the adviser does not provide.

This tool can be used by the financial adviser to determine the scope of work required by the client.

Seminar Marketing

Marketing Content for Seminars

Another marketing use for the 5 Minute Financial Health Check is for seminars. An adviser, or centre-of-influence, can email the link for this online questionnaire to the seminar attendees. Based on the responses received, the adviser can focus the presentation on the areas where the attendees have given themselves low scores thus making the seminar more relevant to the audience. And the adviser has a copy of each attendee’s health check report and can follow up with each prospect afterwards.

How we can help you

How We Can Help You Tool

The “How We Can Help You Tool” can be used in the following ways:

  • In the meeting with the client. Simply open the tool and ask they clients which of the “Life Events” are relevant to them. You and the client can explore the opportunities and threats together.
  • On your website. This tool is written is “client speak”. They simply choose the life events that are of interest and they see how and where you are able to assist them.
  • In client/ prospect seminars to explain your services and the challenges many clients face.
  • To re-engage dis-engaged clients. A video email including the “How We Can Help You Tool” assists clients in re-engaging with you as it demonstrates you’re able to deliver valuable help in many different areas, thus altering their perception, for example, that you only provided insurance advice.

Client Education Videos

Your subscription to Astute Financial Planner includes three useful client educational videos. Each video has both a male and a female voice-over option, so you can decide which one might suit your client best.

The videos are 1) Financial planning explained; 2) The value of insurance; and 3) The value of regular reviews.

These videos can be used in the following ways:

  • In the meeting with the client. Simply play the video and then you and the client can explore the opportunities and threats together.
  • On your website. They watch the video to see how you are able to assist them and the value of the services you provide.
  • In client/ prospect seminars to explain your services and the challenges many clients face.
  • To re-engage dis-engaged clients.