Your clients can learn through the real-life situations of three people from different backgrounds and get inspired to manage their finances better.
It’s a fact: for clients to have the confidence to make the right decisions for their personal financial management, they have to have the knowledge to back it up. That’s the concept of financial literacy.
In Canada, November is Financial Literacy Month. It’s a great time to teach your clients about the importance of developing their knowledge.
On our new financial literacy webpage, your clients can learn about the financial journeys of three people with very different backgrounds, challenges and needs. Through their stories, Lynn, Jacquie and Neil address topics like:
- Paying off debt
- Buying a first home
- The challenges of immigration
- Preparing for retirement
Seize the opportunity!
Your clients may be able to relate to these stories and it may even prompt them to bring up new needs. Because each person is different and needs a strategy that fits their unique situation, your role as an advisor is crucial.
It’s a great opportunity to showcase the value of your expertise and support and demonstrate how you can help your clients.
