Beyond the Gift
Most client gifts end the moment they're opened.
Mind Over Money is where the relationship begins.
Mind Over Money is where the relationship begins.
You work hard to build strong relationships with your clients.
The tricky part is maintaining that connection after the transaction is complete.
Take a unique and powerful approach to staying connected
with your clients by gifting their families the Mind Over Money programme
that has meaningful, personalised client touchpoints built in.
Emails, newsletters, a bottle of wine… they all have their place.
Mind Over Money gives you something more.
The tricky part is maintaining that connection after the transaction is complete.
Take a unique and powerful approach to staying connected
with your clients by gifting their families the Mind Over Money programme
that has meaningful, personalised client touchpoints built in.
Emails, newsletters, a bottle of wine… they all have their place.
Mind Over Money gives you something more.
A MEANINGFUL CLIENT GIFT
A BRANDED MARKETING TOOL

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One Gift. Ongoing Connection.
And that's not all it does...
The benefits to your business go even further
Stand out and
be remembered
Show your clients you do things differently. Give them something thoughtful that shows you care about more than the transaction — and that you're committed to helping the next generation build a better financial future.
Make it personal
It's not always easy to find something other than business to talk about. Mind Over Money gives you a reason to connect with your client and celebrate their child's progress and achievements. This builds a stronger, more personal relationship.
Create opportunities
Offer to gift Mind Over Money to another family they know.
It creates a natural conversation around who else might love the programme, and whether your business could help that family too.
It creates a natural conversation around who else might love the programme, and whether your business could help that family too.
Spark conversations
Give your clients something worth talking about. Helping their kids' learn about money is an experience they're likely to share with friends, family and colleagues.
Your business becomes part of a positive conversation... and potentially, in front of your next client!
Your business becomes part of a positive conversation... and potentially, in front of your next client!
Who it's for
Mind Over Money Business Partnerships is designed for businesses that:
Ready to find out more?
Access our full Business Partnership details, including how it works,
what's included and pricing, by completing the short form below.
what's included and pricing, by completing the short form below.
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