THE 360 NEWSLETTER
As mentioned earlier this week during our Business Best Practices Roadshows, we are excited to announce the launch of our new Web Showcase site, a platform that has everything you need to increase your visibility and grow your client base online.
Social network section and wide variety of preapproved posts
Are you present on social media and looking to maximize your online presence? The Web Showcase site has a comprehensive section dedicated to social networks, including numerous tips and best practices to adopt on Facebook and LinkedIn, a wide range of tools to explore (guides, photos, cover images, etc.), as well as real-time Web support to refer to, as needed.
iA Financial Group Post bank
Are you looking for relevant content to share on your networks, but lack the time or resources to write your posts? The Social networks section also includes a post bank giving you access to numerous, diversified, preapproved and ready-to-use posts tailored for your you. What’s more, a team of iA Financial Group experts will create new publications every week to help you stay active and on top of trends!
Personalized web pages
Many of you are already familiar with our personalized web page creation service. The Web Showcase also includes a section dedicated to this service for advisors looking to create and order a new page or update their existing one.
Here are some of the changes made:
- The look and feel of advisors’ personalized web pages has been revamped to facilitate browsing within the various sections;
- The form for creating or modifying a personalized web page has been updated to include a new selection of background photos, now aligned with the new Investia site design.
Note that existing Web pages remain active, and that this section can still be accessed via the link available on the Advisor Centre homepage.
For those of you who are unfamiliar with this service, visit the Personalized web page section of the Web Showcase now!
The Web Showcase is available from the following link: https://investia.ca/webshowcase
Enjoy your visit!
Should you require additional information, please do not hesitate to contact us by email at investia.marketing@investia.ca
Also in this issue
- Reminder – Univeris System Maintenance and Implementation of Fundserv Standards
- Revamping of Investia Website
- Electronic Processing Agreement (EPA) – New FAQ
- FHSA Available in Univeris
- New Client Article
- New Tax Rules – Source Deductions of Income Tax (Quebec Only)
- Reminder – Client Fee Dashboard
- Transfer Forms – Important Clarification
- Updated GIC Rate List on the Advisor Centre
- KYP Weekly Alerts – Consolidation with KYP Compliance Alerts
- Investia and AGA Group Insurance Plan – Updated FAQ
- The $1 Trillion Intergenerational Wealth Transfer (PPI)
- Two Upcoming Webcasts
- Monthly Market Snapshot – June 2023