the choice of financial professionals

Digital Client Marketing Guides

Digital client-facing marketing guides are perfect for generating further repeat-business opportunities and referrals.

marketing guides

Smartphone and tablet targeting
to technology-savvy clients

With smartphone and tablet devices becoming more closely integrated into sophisticated client targeting, this service will also ensure that you're able to nurture client relationships with more technology-savvy clients as part of your ongoing client service proposition.

Whether uploading each guide to your website, emailing a copy or using in conjunction with social media marketing activities, besides creating an opportunity to inform and touch a client, you're also achieving greater brand and name recognition. This is a very beneficial way to build lasting relationships.

Personal finance subjects
presented in a clear and
engaging way

Each digital client marketing guide, which includes two formats (a 4-page and 28-page version), feature your business name, logo (photograph if required), contact details and regulatory statement, and present even the most complex of personal finance subjects in a clear and engaging way.

marketing guides

Enhance your client retention
and increase sales opportunities

Goldmine Media's fully personalised digital client marketing guides will help your business extend client communication, raise brand awareness, improve marketing efficiency, enhance client retention and increase sales.

marketing guides

Clients and prospects can
read each guide online or
download a copy

Each guide is designed to be used as part of an emarketing campaign, used with social media marketing activities and for inclusion on your website to add more relevant content. Every issue can also be viewed on tablet technology and smartphone devices, enabling your clients and prospects to read each guide online or download a copy whenever they choose.

The perfect solution to:

  • Include on your website for visitors to read online or download – set up a data capture form to harvest their data before they are permitted to download a copy, then use this for future marketing activities
  • Email to clients, prospects and professional connections to create further new business opportunities
  • Add regularly changing website resource content to a client 'knowledge area' to encourage visitors to keep returning
  • Extend your online marketing to smartphone and tablet technology to engage with a wider audience
  • Use for emarketing campaigns to build further existing client loyalty
  • Improve your website search engine optimisation (SEO) rankings
  • Use for social media content and to include on your blog
  • Provide editorial content for an enews alerts service
Personalised client marketing guides include:
28-page guide titles
  • A Guide to the Budget
  • A Guide to Inheritance Tax Planning
  • A Guide to Retirement Planning
  • A Guide to Pension Freedoms
  • A Guide to Wealth Management
  • A Guide to Investment Planning
  • A Guide to Protection Planning
  • A Guide to Corporate Planning
4-page guides titles
  • A Guide to Year End Tax Planning
  • A Guide to the Autumn Statement
  • A Guide to Individual Savings Accounts
  • A Guide to Pension Consolidation
  • A Guide to Estate Planning
  • A Guide to Long-Term Care
  • A Guide to Critical Illness
  • A Guide to Investing for Income
  • A Guide to SIPPs
  • A Guide to Tax-Efficient Investing
  • A Guide to Auto-Enrolment
  • A Guide to Life Cover

Also includes other additional titles. Pagination subject to change.

Want your business to stand out from the crowd?

To discuss your requirements, contact Goldmine Media today. Please complete our enquiry form or call us on

0845 686 0055