As a financial advisor, guiding clients through significant life events, especially the arrival of a new baby, is paramount. This involves helping them understand the financial implications of these life events, providing guidance on how to manage their finances during these transitions and helping them develop a long-term financial plan that aligns with their goals and priorities.
Given the many joys and shifts that come with welcoming a new family member, we've curated a 6-week life event journey from the HeyAdvisor content library tailored for this milestone. This suggested journey can be used as a guide for you to create a meaningful email marketing campaign for millennial clients using the software of your choice.
With HeyAdvisor's ready-to-use email templates and seamless integration with Mailchimp, setting up and reusing these life event journeys with clients and potential clients becomes a breeze.
Starting with a simple introduction email provides clarification and increases the engagement you will have during the email marketing journey.
Sample email:
This piece highlights some of the most important factors your clients should consider when welcoming their newest family member. It’s a simple checklist-style infographic that is easy to share.
This video focuses on the proactive planning that your clients can implement today to protect their loved ones in the future.
Welcoming a baby can create the motivation to have a will completed. This infographic shares the key decisions your clients need to make about their will prior to meeting with a lawyer to save them time and ensure they make the best decisions for their individual scenarios.
Building upon the aspect of will planning, choosing guardians for minor children is an important and difficult decision. This infographic helps your clients make this decision by sharing the different things they should consider and ask themselves prior to naming guardians.
When it comes to investing, new or expecting parents usually have questions around RESPs. This infographic introduces the different types of RESP accounts so that your clients can start to invest for their new family member’s future education.
Once the journey is complete, set up a meeting to allow for any questions and start implementing relevant wealth planning opportunities.
Did you find this to be helpful? Check out our Life Event Journey: Getting Married and stay tuned for more.
Best practices tip:
HeyAdvisor is a digital content library that financial advisors leverage to connect with their clients. The highly engaging educational library of videos and infographics is white-labelled with advisor branding and can be integrated into email marketing campaigns, websites, client portals and social media. The intuitive library is grouped by life events making it easy to add value to the client relationship at times in their lives that matter most. Review our plans here.
