Send financial advice by post — after the meeting or the annual review
Investment and pension advice calls for trust. A printed brochure with your recommendation stays visible, not buried in the inbox.
Order now and it lands on the doormat within 2 working days.
Returns and risk are discussed at home, by two people. Financial advice sent by post, after the meeting or as an annual review, puts your recommendation and portfolio summary on the table. Slim Folderen prints the wealth advice leaflet per copy. Mortgage advisers and accountants (onboarding and annual accounts) have their own pages.
The challenges of follow-up in financial advice
Advice reports disappear into the inbox
Your annual review competes with newsletters and bank emails. Physical post with advice does get read and kept.
Decisions are made together
The meeting is with one person, but investment decisions are discussed by two. A leaflet on the kitchen table makes that easier.
Annual reviews get put off
Advisers are busy with new clients, so the annual review gets postponed. With Slim Folderen you send it straight after the meeting.
How Slim Folderen works for financial advisers
Upload advice material, send it straight after a meeting or at the annual review.
Upload advice and investment material
Put standard explanations per product, investment brochures and review templates in the library.
Send after the advice meeting
After the meeting, select the brochure and send it. On your client's doormat within 2 working days.
Annual review
After the annual meeting, send a printed summary of the portfolio, returns and recommendations.
Automate via your CRM
Connect your advice software via webhook. After "meeting completed", the brochure is sent automatically.
Use cases for financial advisers
Advice leaflet after the meeting
After the advice meeting, the client receives an overview at home of the recommendation, the risks and the expected return.
Annual review
After the annual meeting, the client receives a printed summary of their portfolio and recommendations.
Pension advice
Send a brochure about pension accrual, the AOW (the Dutch state pension) and supplementary pensions. Complex information that gets discussed at home.
Welcome pack for new clients
At the start of a new client relationship, the client receives a welcome letter with contact details and your way of working.
Related
Mortgage advisers
Send a mortgage brochure after the advice meeting: the proposal and interest rate overview by post. From 1 copy, on the client's doormat within 2 working days.
Accountants & bookkeepers
Accountant communication by post: an onboarding folder for new clients and an explanation of the annual accounts. From 1 copy. Not a legal welcome pack.
Insurance advisers
Insurance advice by post: policy explanations and renewal letters. From 1 copy, on the doormat within 2 working days. Not for mortgage or wealth advice.
A4 brochure printing
Full colour and stapled, 2 to 28 pages, from a single copy by post to your client.
Frequently asked questions
How quickly is a brochure delivered?
Orders that come in on a working day before 3 pm are printed the same day. Within the Netherlands, PostNL delivers them to the doormat within 2 working days.
What is the minimum quantity I can order?
A single copy. There is no minimum order. You only pay for what you send.
Can I keep several brochures in my library?
Yes. Upload as many PDFs as you like per product, service or campaign. When something changes, you only replace that file.
Can I send confidential information securely?
Slim Folderen processes addresses solely for the purpose of the order. Do not upload a BSN (Dutch citizen service number) or other sensitive data in the PDF itself; that stays in your own systems.
Your financial advice on the doormat within 2 working days
Create a business account and send your first advice leaflet within 5 minutes.