As your needs and circumstances change, so do the expectations and goals you have for your investments.
These articles are tailored to the challenges you’re facing right now. I trust you’ll find them useful.
40s and 50s
70s and older
I would like to set up a meeting to review your financial plan, now that your circumstances have changed. Please let me know when you’re free, and as always, don’t hesitate to contact me with any questions.
Your clients want to know their money—and you—are working hard for them. Show them what you can do with these articles. 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 important topics about 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.