What does Autumn mean for Financial Services?

Today, Monday 23rd September, officially marks the start of Autumn, so what does this mean for businesses? For some reason, no matter how old we are, September evokes a back to school feeling. It can be helpful to tap into this if your offering requires that clients are motivated to get their affairs in order. Being organised could include wanting to consider pension planning, trusts, planning for long term care or looking at their wills. 

With summer out the way and the lack of continuity that comes during the holiday season still far enough away to not occupy too much thinking space, this is the perfect time for clients to plan and consider important financial planning issues. They have the time and headspace to engage in highly involved planning. An additional motivational factor can be the visible ticking clock of seeing family members going into a new school year or starting university.

So this is a good time to build in longer-term planning issues into financial reviews or even raise your profile to attract new clients who are contemplating the issues above, whether this is through referred clients and attracting new clients through advertising.  For more ideas on how to implement this please get in touch. link to http://wealthdesignmarketing.co.uk/contact/

It’s a good time to build in longer-term planning issues into financial reviews, or even to raise your profile to attract new clients who are contemplating the issues above. Whether you want to attract clients through advertising or referrals, for more ideas on how to implement this, please get in touch.

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