Subject Line: A new way to think of investing

Dear XXX,

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:

Risk aversion is a big risk

Four investing strategies you haven’t considered, but should

Should you use dollar-cost averaging?

Alternatives to market-cap ETFs

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.

You can also print these articles to pass along to clients, or share them using Twitter and LinkedIn.

Other helpful tools on AdvisorToClient include Action Steps, Conversation Starters and ready-to-go client worksheets and presentations.

Originally published on Advisor.ca

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