Subject Line: A new way to think of investing
Nowadays it’s easy to feel like we’ve faced it all when it comes to investing. We’ve spent a long time working together, and weathered the market’s movements. While I’m confident in the portfolio and financial plan we’ve put together, there’s always something new to learn.
These articles tackle longstanding investing topics with a fresh perspective:
Your financial success is a long-term commitment and I want to ensure you have all the tools you need to feel secure.
Renew your clients’ curiosity about investing. Personalize this email by copying our template into your email application, and then choosing which stories you’d like to pass along to particular clients. This lets you jump-start the conversation on the important topics on which they may want your guidance.
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Other helpful tools on AdvisorToClient include Action Steps, Conversation Starters and ready-to-go client worksheets and presentations.