Educate your clients about your extensive services and expertise with video. Let them know through these quick video posts that regardless of their need, you have the tools and expertise to help them.
This package includes:
The ability to post all videos listed below plus the new video posted each month (a total of 20 videos in year 1)
An additional short teaser video you can download and post on any social media platform or email that will lead back to your website
A full report on the video topic that you can also re-brand and post on your website
Scroll down to view our current videos.
Pay Only Your Fair Share to the CRA
Download the Client Ready Article on this topic to post on your site. This is an added communication tool if they want to read more detail about how you can help them in this area.
Coming Soon
Mutual Funds vs Seg Funds?
Download the Mutual vs Seg Funds: 101 Client Ready Article to post on your site. This is an added communication tool if they want to read more detail about how you can help them in this area.
Coming Soon
What is a Segregated Fund?
Download the Segregated Funds: 101 Client Ready Article to post on your site. This is an added communication tool if they want to read more detail about how you can help them in this area.
Download the What is a Financial Plan? Client Ready Article to post on your site. This is an added communication tool if they want to read more detail about how you can help them in this area.
Download the Dollar Cost Averaging Client Ready Article to post on your site. This is an added communication tool if they want to read more detail about how you can help them in this area.
Download the Life Insurance Explained Client Ready Article to post on your site. This is an added communication tool if they want to read more detail about how you can help them in this area.
Download the Key Person Insurance Client Ready Article to post on your site. This is an added communication tool if they want to read more detail about how you can help them in this area.
Download the Mortgage Insurance vs Individual Insurance Client Ready Article to post on your site. This is an added communication tool if they want to read more detail about how you can help them in this area.
Download the Protecting Your Wealth with Insurance Client Ready Article to post on your site. This is an added communication tool if they want to read more detail about how you can help them in this area.
Download the Protecting Your Wealth with Insurance Client Ready Article to post on your site. This is an added communication tool if they want to read more detail about how you can help them in this area.
Download the Long Term Care Insurance Client Ready Article to post on your site. This is an added communication tool if they want to read more detail about how you can help them in this area.
Download the Estate Maximization Client Ready Article to post on your site. This is an added communication tool if they want to read more detail about how you can help them in this area.
Download the Why Use a Financial Advisor Client Ready Article to post on your site. This is an added communication tool if they want to read more detail about how you can help them in this area.
Download the Why Use a Financial Advisor Client Ready Article to post on your site. This is an added communication tool if they want to read more detail about how you can help them in this area.
Download the Snowbirds and US Tax Client Ready Article to post on your site. This is an added communication tool if they want to read more detail about how you can help them in this area.
Download the Retirement Myths Client Ready Article to post on your site. This is an added communication tool if they want to read more detail about how you can help them in this area.
Download the Critical Illness Client Ready Article to post on your site. This is an added communication tool if they want to read more detail about how you can help them in this area.
Ready To Retire: A promotional video for the Retire-Ability Score
This video comes with a short teaser video you can email or post on social media as a great lead in to getting more people taking your Retire-Ability Survey.
Download the Broker vs Fiduciary Client Ready Article to post on your site. This is an added communication tool if they want to read more detail about how you can help them in this area.
COMING SOON
RRSP vs TFSA
Download the RRSP vs TFSA Client Ready Article to post on your site. This is an added communication tool if they want to read more detail about how you can help them in this area.
Download the TFSA vs Mortgage Client Ready Article to post on your site. This is an added communication tool if they want to read more detail about how you can help them in this area.
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