CLIENT MATERIALS
With these materials to use with your clients, you can feel confident that you are providing exceptional service.
Presentations, Slides & Videos
Presentations
Click below to access our Financial Freedom Presentation (formerly known as the KTP) and Business Overview Meeting Presentation.
If you want some training on delivering these 2 presentations, you can click on the links below:
- Click for: Financial Freedom Presentation Training
- Click for: Business Overview Meeting Presentation Training
Slides
Single slides that you might want to use in various presentations
- Financial Freedom for All (photos of reps from all walks of life) – Click here to download.
- Genistar Intro Slide (can be used at the beginning of any presentation) – Click here to download.
- Genistar 2.0 Slide – Click here to download.
Videos
- Genistar: Helping You Achieve Your Dreams
Watch this 10-min business overview video and share it with potential clients and recruits.
Brochures & Leaflets
Tips from the Top for Client Contact
Here we have tips from our top performers about how they interact with their clients. Follow the leaders!
third-party referral text
Barbara Anderson-Stewart uses the below text. It is sent by a new recruit (or a satisfied client) recommending their field trainer (or rep) to their friend(s).
Hi (Name)
How are you doing? Hope you are having a good day. Just dropping a quick message as a friend of mine, (Field Trainer’s name) who is in financial planning is currently working with families to review their goals and offering them a complimentary financial plan as well as showing them how they could raise their income. I told (him/her) that you are a good friend of mine and would be a great contact to speak to, so expect a call from (him/her.) 😊
Money Management Forms
These forms can be used to help you organise and take control of your finances.
- 30 DAY EXPENSE TRACKER – Record everything you spend for 30 days in order to learn about your spending habits.
- FAT FINDER BUDGETING TOOL – This form is designed to help you find the ‘fat’ in your spending so you can cut it out.
- TIME MANAGEMENT WORKSHEET – Organise and prioritise your tasks in order to get more done.