While you’ve taught your clients the fundamentals of investing, it never hurts to occasionally reinforce the knowledge you’ve imparted—especially with newer accounts.

Subject Line: Be a confident investor

Dear XXX,

I’m excited to be working with you on your financial plan. In our first meeting, we covered many of the basics concepts important to successful investing. We covered a lot of ground, so I’m sending along these articles that go over some of the topics and technical terms we discussed.

Why portfolio diversity matters

Value investing rewards patience

Invest in what you know

Trade shares the right way

Are all active funds truly “active”?

Keep your portfolio up to date

As always, I am happy to answer questions and discuss the concepts we covered in the last meeting. While we’ve only worked together a short time, your finances are a long-term commitment and I want to ensure you have the tools you need to succeed.



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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