Benefits & Service Guide for your clients

Marketing brochure to share with your small business clients

Updated: 3 November 2023

Need help selling entry-level financial advisory services to you small business clients?

Here's a simple brochure that you can share with your clients to help them understand:

  • The benefits of advisory services.
  • The types of insights and advice they may get.
  • How these insights and advice help them achieve their goals
    and run their business more smoothly.



Download Advisory Service Benefits brochure

If you would like an editable Word version,
please contact our friendly Customer Success Team.