Practical tools for adviser rollout and client engagement
Resources to help your team explain, launch and embed myprosperity.
This resource area is designed to support both the firm and the client experience with materials that are simple, useful and ready to put into action.
What you can access
Client Flyers
Short, adviser-branded flyers that help introduce myprosperity to clients in a simple, polished and easy-to-understand way.
QR-Coded Video Resources
Flyers, handouts or digital assets that use QR codes to send clients directly to the most relevant explainer, guide or onboarding video.
Ready-To-Use Email Content
Email copy that firms can adapt and send to clients to support launch, reminders, engagement and ongoing usage.
DIY Onboarding Videos
Client-friendly how-to videos designed to reduce repeated support questions and help clients self-onboard with more confidence.
Process Guides
Simple internal workflows and guides to help teams understand how myprosperity fits into the firm’s day-to-day operating rhythm.
Client Education Assets
Plain-English resources that help clients understand the value of the portal and how it supports their relationship with the adviser.
