Plan and Learn:
Create customer conversations
Want to give your customers a reason to call you? Check out these articles from the award-winning Plan and Learn blog on manulifebank.ca. Sharing personal finance content through your website, social media or by email demonstrates your expertise and acts as an invitation for them to follow up with you for advice.
It's easy as 1-2-3!
- Determine who your audience is - all customers, a sub-set or even just one customer with a unique situation.
- Find one or more articles that you think will be relevant & interesting for that audience.
- Copy and paste a link to the article(s) - on your website, in your social media or within a client email.
- Financial literacy 101: retirement planning
- Why now is the time to start retirement planning
- 6 simple tips to start saving for retirement in your 20s
- 5 tips to make saving for retirement in your 30s painless
- 6 tips for saving for retirement in your 40s
- A 3-step guide to retirement plans for freelancers
- 7 essential small business banking tips to thrive after a crisis
- 5 ways to prepare your small business for the post-pandemic economy
- Starting your own business with family - smart or senseless?
- What you need to know about loans for small business
- 5 startup costs you may not have considered
- How to separate personal and business expenses
- How to become an entrepreneur - 5 questions to ask yourself
- Interest rates 101: how interest works, and why it matters to you
- 6 tips for managing money during uncertain times
- What is home equity and how do I use it?
- What are investment loans?
- What's the difference between a TFSA and RRSP?
- How CDIC insurance keeps your savings safe
- Understanding common mortgage terms
- Inflation: Why everything keeps getting more expensive
- What should your credit score be to buy a house?
- 7 things I wish I knew before I bought my first home
- Saving for a down payment on a house? Here's how to get there.
- What is the First-Time Home Buyer Incentive - and is it a good idea?
- What you need to know about helping your child with a down payment
- All-in-one mortgage vs traditional mortgage: what's the difference?
- 7 common mortgage mistakes and what to do instead
- What is a readvanceable mortgage?
- Financing your home: how does mortgage insurance work?
- 5 ways to reduce mortgage stress
- What type of mortgage is right for you?
- Fixed or variable mortgage rate? Get both with Manulife One sub-accounts
- What is bridge financing?
- 6 simple tips to start saving for retirement in your 20s
- 7 finance and budgeting skills every student should know
- Why you should live on a tight budget after college
- Just graduated? Now it's time to pay off that student loan debt
- What you need to know about getting your first credit card
- First time tax filers - it's easier than you think
- Get out of debt on an entry-level salary without losing your sanity
- Get financially ready when preparing for a baby
- How to send your kids back to school without going broke
- Teaching kids about money: want it or need it?
- Teaching kids about money: how (and why) we save
- Teaching kids about money: you can teach kids about compound interest?!
- What you need to know about helping your child with a down payment
Tips for making better financial decisions
- Money Hacks: social proof can lead to a quicker decision, but it may not lead to a better one
- Money Hacks: how DIY can save you money and increase your happiness
- Money Hacks: don't let Jaws scare you into a bad financial decision
- Money Hacks: how the distinction bias leads you to pay for features you don't need
- Money Hacks: how marketers use the anchoring effect to get you to spend more
- Money Hacks: don't let the default effect make choices for you
- Money Hacks: you don't need to win the lottery to get bitten by the windfall effect
- Money Hacks: don't get tricked into buying things you don't need
- Money Hacks: spend money smarter by staying off the bandwagon
- Money Hacks: naming your account could help you save more money
- Money Hacks: are bad mental accounting habits holding you back?
1 Plan and Learn won a Platinum award in the 2021 Hermes Creative Awards and a Gold award in the 2021 DotCOMM Awards. In addition, the Money Hacks section of Plan and Learn won a Platinum award in the 2022 Ava Digital Awards.