Plan and Learn:

Create customer conversations

Want to give your customers a reason to call you? Check out these articles from the award-winning Plan and Learn1 blog on manulifebank.ca. Sharing personal finance content through your website, social media or by email demonstrates your expertise and acts as an invitation for them to follow up with you for advice.

It's easy as 1-2-3!

  1. Determine who your audience is - all customers, a sub-set or even just one customer with a unique situation.
  2. Find one or more articles that you think will be relevant & interesting for that audience.
  3. Copy and paste a link to the article(s) - on your website, in your social media or within a client email.