It can sometimes be tricky to find relevant, up-to-date content, tools and promotional materials that meet your clients’ specific needs.
To assist you, if you don’t already know it, the document included herein, Investia Marketing Materials for Clients, summarizes our marketing resources for clients.
This document includes useful links to:
- The Investia Corporate Profile document
- Many client videos and articles on popular investment topics
- Several customizable turnkey letters to:
o Share our videos with your clients easily
o Promote your advisory services
o Promote the Investia app/Client Portal - Our personalized Web page site, allowing you to order/update your personalized Web page
- Guides for creating your social networking sites (LinkedIn & Facebook)
- The Investia Showcase site, where you can access pre-approved publications for your social networks
- Links to our social media pages – Don’t forget to follow us on Facebook and LinkedIn and share our content!
- Sébastien Mc Mahon’s weekly economic newsletter and podcast
Feel free to share these valuable resources with your clients and prospects via email or your social media channels.
Please note that this document is updated regularly with new material, so please ensure you are using the latest version available on the Investia Advisor Centre under Marketing / Client Documents.
If you have any questions or comments, please send an email to investia.marketing@investia.ca.
