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As a financial advisor, guiding clients through the transition into retirement is one of the most impactful services you can provide. This stage brings questions about income sustainability, tax efficiency, and making the most of decades of diligent saving.
Given the complexity and emotional significance of this life event, we've curated a 5-week journey from the HeyAdvisor content library to help you educate and support clients who are preparing for retirement. This journey can be used to build a powerful email marketing campaign through the platform of your choice.
With HeyAdvisor's ready-to-use email templates and seamless Mailchimp integration, setting up and reusing these life event journeys with your clients and prospects becomes simple and scalable.
An introductory email creates context, sets the tone, and increases engagement for the journey ahead.
Sample email:
This infographic walks through common retirement savings vehicles, from RRSPs to employer-sponsored plans, offering clients a strong starting point to evaluate their current strategy.
When it comes to preparing for retirement, understanding what not to do is just as important as knowing what to do. This infographic highlights several common pitfalls that can derail even the best intentions.
This infographic breaks down what to consider at different career stages, whether they’re just starting out, mid-career, or approaching retirement. By staying informed and proactive, your clients can build a strategy that evolves with them and supports long-term financial security.
This video introduces RRIFs and how they work, making it easier for clients to understand how they’ll convert savings into income during retirement.
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 the rest of our life event journeys + 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.
