Here is a sample list of questions you could take to create campaigns (email or social media) to show how you help answer basic questions for your clients.
- How much do I put down on a car?
- Can I do a remodel?
- Should I fund a Roth this year?
- How to finance my car? Loan or cash?
- Should I pay down my student loans or invest?
- When should I sell my business?
- When should I add a team member to my business?
- How do I know if I’m set for retirement?
- Should I save for my kid's college education? 529? UTMA? Brokerage account?
- How should I save for my kid's college education?
- How much per month should I set aside for my children’s future?
- How do I save for a house?
- How do I know how much house I can afford?
- How do I finance a big purchase?
- Am I spending too much money for how much I make?
- When should I start investing?
- What is the best way to start investing?
- Should I pay down debt or save for retirement?
- When should I pay off my student loans?
- How do I manage my student loan debt?
- How do I know if I can retire now?
- When do I know I need to set up a retirement plan for my business?
- How can I get more organized when it comes to my finances?
- How can I set up and stick to the right budget for my family?
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