CLIENT MATERIALS

With these materials to use with your clients, you can feel confident that you are providing exceptional service.

Presentations, Slides & Videos

Presentations

KTP – Click here to automatically download your KTP. Updated 21 June 2024
Genistar Financial House – Click here to download.
Full Business Overview Meeting – Click here to download Updated 2 September 2024
20-min Business Overview Meeting – Click here to download.

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.) 😊