Quarterly Collection
This page is updated with the content for the upcoming quarter.
Check out each section below to download, learn and upload what you need to customize your FPE page for your clients!
Welcome Video
One of the best ways to create a personal feel to your FPE quarterly updates for your clients is for them to hear from you directly! There are two ways we can do this, you can either create a welcome video or use the FPE welcome copy. Below are some directions for each welcome type and it’s up to you to decide what you’d like to use on your page!
Create A Welcome Video
For the Welcome Video, we recommend recording this on your Camera application using the default software listed on your computer (look up “camera” on your computer search bar). Once you have the video saved to your computer (.mp4 or .mov), please submit your file below and we will upload it and post it on your upcoming quarter!
Welcome Copy for Q2
If you'd like to use the Welcome Script below, no further action required.
Hello and welcome to quarter two of your 2022 financial planning experience! We hope you have had a great first few months of the year. This quarter, our theme is focused on investment planning.
As a reminder, we hope this platform will serve as your go-to source of financial planning advice and engagement with me and my team. If you have not so already, it is helpful to save the link as a favorite on your internet browser so you may quickly navigate here if you wish to interact.
More specifically this quarter, we are focused on a few key topics we think are relevant. These include: The impact of inflation, a review of recent market conditions, how to efficiently use increases in income, and a framework for how to deal with market ups & downs. Please schedule time with me on any of these topics. As always, you can use this platform to schedule time on anything related to your financial planning, not just these topics.
Quarterly Conversations
Your clients will have the ability to schedule meetings to discuss a variety of proposed topics related to the below materials. These conversations are an opportunity for your clients to broaden their discussions around financial topics beyond annual reviews and regular touchpoints.
Conversation 3
Income Increase?
Many Americans have seen increase in income in 2022. Do you know how to use it to reach your goals?
Review Conversation 3 User Guide
Download & review within 48 hours of when the meeting was booked
Meeting Materials
Conversation 4
The Ups & Downs
If you would like an understanding and framework for how to think about market volatility, let’s discuss!
Review Conversation 4 User Guide
Download & review within 48 hours of when the meeting was booked
Meeting Materials
Q2’s Learn Me Video is over 5 minutes long. If you’re interested in recording your own version, please reach out here.
Have Any Questions?
Reach out to the FPE team if you’d like help on any of these Quarterly Collection pieces.