Share on Social Media: Client Website Organizer

Share on Social Media: Client Website Organizer

Social media is a great way to help notify your clients of the exciting updates available on their PFM websites, while also showing your prospects what they’re missing out on. Copy and paste any of our suggested posts below. Don’t see an option that matches your clients’ needs? Create a personalized version to share!

Twitter:

	Are you dreaming about your #summervacation…or your 401(k)? Call me to learn how our client website is updating to align with your goals
	We know the #ClientExperience matters. Call us to find out how we’ve improved our clients’ PFM experience.
	Hey clients! Make sure to log into your PFM websites today to check out the latest updates. More to come soon!
	We’ve updated your PFM website to offer a more personal and engaging experience. Sneak peek here or call to learn more.
	We’re putting the personal back in #personalfinancialmanagement. Learn about our updates available now on your client site
	Kicking off May with an update to our personal financial management website! Log in today or call to learn more. #ClientExperienceMatters

Facebook:

	When you dream of what it looks like to achieve your #financialgoals, do you see 529 plans, 401(k)’s and investment portfolios? Instead, you’re probably envisioning dancing at your daughter’s wedding, or helping your son move into his dorm room. That’s why we updated your #clientwebsite so your financial goals are more connected to the people and things that matter most. Log into your website to see the enhancements, or give me a call to if you think a personal financial website is right for you.
	Our #personalfinancialmanagement experience was just updated. It’s more personal, more engaging and more emotional than ever. And there’s more to come in the coming months! Log in to see your updates or give me a call to talk about how a personal financial management website can help you visualize your goals.
	Our #personalfinancialmanagement experience was just updated today, and it’s only getting better in the coming months. Click below for a peek at the new updates. If you’re interested in simplifying and organizing your financial life, give me a call.
	How do you define wealth? At [Firm Name], we know it’s more than just the assets you own. So we’ve updated your #clientwebsite to help you focus on the people and things that matter most in your life. Expect more exciting updates in the coming months! Log in to see the latest enhancements or give me a call to learn more.
	We’ve updated our #clientexperience to focus on the people and things that matter most to you. Give us a call to find out how you can start building the foundation of your financial world today.
	At [Firm Name], we know that the client experience matters. Which is why we’ve updated our #personalfinancialmanagement experience to align with the people and things that matter most in our clients’ lives. For more information on how we can help you simplify and organize your financial life, give us a call today.

LinkedIn:

	When you dream of what it looks like to achieve your financial goals, do you see 529 plans, 401(k)’s and investment portfolios? Instead, you’re probably envisioning dancing at your daughter’s wedding, or helping your son move into his dorm room. That’s why we updated your client website so your financial goals are more connected to the people and things that matter most. Log into your website to see the enhancements, or give me a call to learn more.
	Our personal financial management experience was just updated. It’s more personal, more engaging and more emotional than ever. And there’s more to come in the coming months! Log in to see your updates or give me a call to talk about how a personal financial management website can help you visualize your goals.
	Our personal financial management experience was just updated today, and it’s only getting better in the coming months. Click below for a peek at the new updates. If you’re interested in simplifying and organizing your financial life, give me a call.
	How do you define wealth? At [Firm Name], we know it’s more than just the assets you own. So we’ve updated your client website to help you focus on the people and things that matter most in your life. Expect more exciting updates in the coming months! Log in to see the latest enhancements or give me a call to learn more.
	We’ve updated our client experience to focus on the people and things that matter most to you. Give us a call to find out how you can start building the foundation for your financial world today.
	At [Firm Name], we know that the client experience matters. Which is why we’ve updated our personal financial management experience to align with the people and things that matter most in our clients’ lives. For more information on how we can help you simplify and organize your financial life, give us a call today.

Don’t see an option that matches your clients?  Create a personalized version to share!