Here are some ideas for how to use the client fact sheets:
- print copies for your waiting room
- offer as handouts for concepts discussed in client meetings
- include with advice documents for easy-to-understand, supplementary reading for recommended strategies
- include in client newsletters, promotional campaigns or other marketing materials.
Note: The FirstTech website is a resource exclusively for financial advisers. Please download copies of the fact sheets, or hyperlink directly to individual fact sheets only. Please check back regularly to access updated versions.