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.
A practical support library for advice firms
Some resources are designed to help the advice team communicate more clearly. Others are designed to help clients take the next step with less confusion and less repeated explanation.
What are QR-coded resources?
They help clients move from a flyer, email or meeting handout straight into the next action, without needing to search for the right link or wait for further instructions.
Some resources may require client access.
If you are an existing Argent client, use the Client Login link to access available resources. If you cannot find what you need, contact Argent and we will help point you to the right material.
What you can access
The goal is to reduce friction, improve consistency and give advisers better tools to support client engagement.
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.
