CUSTOMER UPDATE

4 simple steps to update your client base

    1

    Identify yourself

    2

    Download the Excel file to your computer

    Download the Excel template

    3

    Please complete the Excel file respecting the column order of the downloaded template and select it with the button here on the right.

    4

    Send the document to Futé Marketing. We’ll take care of the rest!

    How do I update my client list?

    How to guide!

    Want to know how to easily navigate through updating your list? Watch this tutorial and follow along with step by step instructions on how to achieve it.

    How do I sort my list with a CRM?

    To answer this question effectively, we invite you to consult the tutorial for this purpose. It details in a few easy steps how: how to organize your client list extracted from your customer management software (eg Kronos) in order to send it to us.

    Visit the different versions of my website!

    Visit the site for clients aged 18-36 ans
    Visit the site for clients aged 51 ans et plus
    Visit the site for clients aged 37-50 ans
    Visit the default site

    Your name

    Your advisor since 2008

    Finding you bearings in the ever-changing world of finance and insurance products can be overwhelming. Having a complete and beneficial solution for all of your assets can be quite a puzzle. That is why I am offering you my services: I would like to review your situation and present a tailored analysis of your portfolio.

    With my advice, you will benefit from a successful management of your investments and achieve optimal asset allocation. In addition, we can also review your various insurance plans to ensure that you have the best solutions. All this while guiding you effectively through the various products available to you.

    But there’s more, as we build a trusting relationship I can also put forward a financial plan tailored to secure your future. I guarantee you that by working together I can present a plan that’s adapted to your needs as well as your economic realities. Let’s start now! Seek my expertise to build your financial future and benefit from my insurance and investing knowledge.

    Votre nom 

    Votre conseiller depuis 2008

    S’orienter dans le monde en constante évolution de la finance et des produits d’assurance peut être un véritable casse-tête. Trouver une solution complète et avantageuse pour l’ensemble de vos avoirs devient également bien complexe. C’est pourquoi je vous propose mes services afin de procéder à une analyse personnalisée de votre portefeuille.

    Grâce à mes conseils, vous bénéficierez de placements optimaux et d’une gestion fructueuse de vos investissements. De plus, nous nous assurerons ensemble de vous guider vers les meilleures solutions d’assurance. Tout cela en vous orientant efficacement à travers la vaste gamme de produits qui s’offre à vous.

    Je vous propose également une planification judicieuse de votre avenir financier en vous assurant d’abord une relation de confiance. Il me fera plaisir de vous garantir une écoute adaptée de vos besoins et de votre réalité économique. Faites appel à mon expertise en matière d’assurance et d’investissement dès maintenant. Un avenir financier qui vous avantage, ça se planifie!

    Have you checked our Frequently Asked Questions section?

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    Avez-vous consulté notre section “Questions Fréquentes” ?

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