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
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.
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.
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