Are your clients worried about how they’ll pay for their kids’ university or college educations?
We’ve put some of our best client-friendly stories in one place to help you work with them to develop an education savings plan.
AdvisorToClient is a new section of Advisor.ca that helps you share our practical content with your clients. The site has easy-to-use Action Steps, Conversation Starters and other tools to help improve your client relationships.
At your service are some client-friendly versions of articles you’ve seen on Advisor.ca:
It’s simple to share these with your clients: just use the email tool in the upper right on each article page, or share them using LinkedIn, Twitter, or Facebook. And, rest assured, the versions you send clients won’t link back to AdvisorToClient or Advisor.ca.
Your clients know they need to put money aside for education. Use these articles to help show them how.
Go to the rest of AdvisorToClient for even more resources.