Page 11 - Choose_Astute
P. 11

CLIENT ENGAGEMENT PROGRAM

Keeping your business front of mind.

Astute proactively uses social media and digital campaigns to keep your
clients informed about topical financial information and opportunities.
This program helps position you at the centre of your client’s financial world.

Needs are fulfilled  Life circ
                     umstances change
Already thinking Astute
                                                                s a ifnancial need
Requires expert      Client ha
   6   7   8   9   10   11   12   13   14   15   16