Special Offer: Introducing Prosperity Matters
9 July - 31 July
When you take on a client, especially a business client, you take on the commitment, a promise. One to help your client to achieve a better, richer life, a life of increased wealth, health, self-direction, fun, independence, leisure, early retirement, more time at the gym, with grandkids and holidays. You may not have said it. You said GST, CGT, superannuation, tax planning, and asset protection, but your clients looked at you and heard you whisper “I promise you a better life”.
It’s time to renew these vows, reinstate the promise and remind clients why they came to you in the first place. Set your sights and the sights of your client on the goal, not the path. Not tax, not superannuation, not asset protection – remind them of the goal, your promise, and why all that other stuff is critical to getting there, but they are only the means to an end and you will keep them focussed on the goal.
That’s why we have introduced Prosperity Matters. To get back to basics. To help firms remind clients what it’s all about, why they went into business in the first place.
Prosperity Matters is a two-page quarterly newsletter (introductory prices starting from $295.00 per year) and is written to get the conversation you have with clients back to where it started. Topics covered will include work/life balance, positivity, leaving a legacy, mental health, succession, personal growth, having fun at work and retirement plus more. It’s a guide to remind us life richness is not just measured in currency and running a successful business is only the path.
INTRODUCTORY OFFER SAVE $200
Prosperity Matters is available in Lite, Plus and Pro versions with $200 savings off our normal subscription cost. Monthly subscription options are also available.
As a bonus, firms that subscribe annually (Standard or Premium) by 19 July 2019 will receive 7 Series – Planning Your Estate at no cost.
Offer ends 31 July 2019.