Education is Your Most Underrated Marketing Tool
When clients understand their options, they’re better equipped to take action, ask informed questions, and stay engaged. Quality consumer education turns complex topics into practical guidelines, making it easier for you to build trust and support stronger long-term relationships.
Even for savvy savers, financial products such as IRAs, retirement plans, and HSAs, can be confusing. Add in new legislation and changing regulations, it’s not always clear which path fits a client’s long-term goals. Ultimately, what do your clients want? Clarity. Simplicity. Guidance.
That’s where smart consumer education steps in.
Make Learning Easy and Flexible
Everyone processes information differently. Some clients like to browse a brochure while waiting in the lobby, others want to click through a PDF on their phone. By giving them options, in both print and digital formats, you meet them where they are. At Ascensus, we provide resources in multiple formats so clients can learn in the way that works best for them. Quality consumer education isn’t just good service; it’s a powerful marketing tool.
Stay Current as Rules Change
Let’s face it, regulatory updates and tax law changes make it hard to keep your materials fresh. That’s why it’s important to partner with someone who does that work for you. Ascensus automatically updates its consumer education materials whenever there are major regulatory changes or annual cost-of-living-adjustments (COLAs). This ensures that you always have accurate and up-to-date information to share.
Use Visuals, not Just Talk
When a client asks, “What’s an RMD, and why does it matter?,” a verbal explanation on required minimum distribution rules can only go so far. But pair that with a colorful brochure they can take home, something they can show to their spouse or adult child, and it suddenly becomes less abstract. Visual tools make complex financial ideas feel more tangible and approachable and, in the end, can empower your clients.
Give Them the Right Tools
Ascensus offers a suite of consumer education resources that you can put to work for your financial organization.
Lobby Brochures
Our full-color, trifold brochures provide information on a wide range of topics that include
Traditional and Roth IRAs;
inherited IRAs and beneficiary distribution options;
qualified retirement plans;
SEP, SIMPLE IRA, and Individual(k) plans;
IRA transfers, rollovers, and conversions;
IRA and retirement plan distributions;
HSAs; and
Coverdell ESAs.
These professionally designed and printed brochures can be used as they are, imprinted with your contact information or logo, or we can customize them to your financial organization specifications. Lobby brochures may be ordered online. They are also available through a copyright license agreement, whereby updates are sent to you automatically as changes occur.
eBrochures
Our digital lobby brochures can be added to your financial organization’s consumer website as viewable PDFs. They provide your online banking clients with the same quality educational content that they would receive if they were to visit your brick-and-mortar branch office. This option provides your organization with our standard library of printed lobby brochures, a big value for a low cost. Simply use the HTML code we give you to post the eBrochures on your website, and any regulatory or COLA updates will automatically be applied. Our eBrochures subscription runs from December 1 through November 30.
Want to bring this consumer education strategy to life in your own organization? Reach out to your Ascensus sales representative (at salessupport@ascensus.com) to learn more. You can also align your consumer education strategy with your clients’ top financial goals by using our free planning guide.
