Spring is upon us and just like giving your home a refresh after a long winter spent indoors, it’s also a great opportunity for financial advisors to remind clients of the benefits of doing some spring 'maintenance' of their personal finances.
Throughout 2021, Advocis will be conducting financial literacy 'mini-campaigns' via our Financial Advice For All consumer platform. These campaigns will feature topical content - like our member-generated Valentine's Day fun (and financially-savvy) tips - as well as provide you with timely materials that you can share with clients. Our newest campaign will focus on Spring Cleaning - Helping Clients Get Their Finances in Order, and we'd like to highlight your experiences from the past year. |
