Your clients are well-served by traditional tax saving and investing techniques. But there are a few clients whom you know could handle more complex income-saving strategies. They’re business owners or long-time investors who aren’t intimidated by sophisticated strategies.

You can 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 topics about which they may want your guidance.

Subject line: Advanced income techniques

Hi XX,

We’ve worked together for a long time, and I’ve seen your confidence when it comes to managing your investments. You’re savvy, and I think ready to consider some advanced techniques for generating and using your income.

Here are some articles that cover the fundamentals of what I’d like to talk to you about. We can discuss these strategies more in our next meeting.

Hiring family can save you money

8 ways to stretch income in retirement

You’re never too wealthy for CPP

Split income to save tax

Be careful with rental property tax claims

Cash in without selling your business

Please let me know when you’re available for an appointment. I look forward to getting into the details of how these strategies work, and what you think of them.



You can print these articles to pass along to clients, or share them using the site’s email button, or social media.

For more retirement-planning tools, visit AdvisorToClient for Action Steps and meeting-ready Checklists.

Originally published on Advisor.ca

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