Skip to main content
Search

Convert leads into clients

What's next?

So you’ve generated a number of leads, now what? You need to convert them into clients.

This is where our series of ‘Essentials of…’ brochures come in. Each one is designed for you to send to leads to highlight the benefits of financial advice and how you can help them achieve their objectives.

If you want to add your contact details to them, you can download an electronic copy (in pdf format).

You can also download letter and email content, drafted by copywriting experts and approved by financial promotions, to help convert leads into new business.