We know you’re busy, but you still want to have meaningful relationships with your clients. That’s why we created AdvisorToClient, a new section of Advisor.ca full of tailor-made content you can easily share with your network.
Since its debut in September, AdvisorToClient’s proven to be a popular resource for advisors.
If you’ve been missing out, we’ve put together a Best Of page so you can see what’s grabbing the attention of your peers.
Here are our 10 most popular AdvisorToClient stories since launch.
On estate planning:
On financial planning:
To share these AdvisorToClient stories, and dozens of others, with your clients just use the email tool in the upper right on each article page, or use LinkedIn, Twitter, or Facebook. The versions you send clients don’t link back to AdvisorToClient or Advisor.ca, and instead are addressed “FromYourAdvisor” for a personal touch.
And there’s more. Tied to each story are Action Steps, Conversation Starters and other tools to help energize your client relationships.
Your clients are busy, and they’re concerned about their investments, their legacies, the taxes they pay, and sending their kids to school. These articles are a simple way to help you reassure them, show they’re top of mind and re-invigorate their enthusiasm for the advisor-client relationship.
If you like what you see, check out the many helpful resources on a variety of topics at AdvisorToClient.