Whether it’s putting away cash for retirement or for a child’s education, you’ve told your clients how registered savings plans offer savvy Canadians an advantage. But they also want to know you’re thinking about their plans as much as they are.
Subject Line: Be a registered savings whiz
We’ve spoken about how registered savings plans can help you have enough money to achieve your long-term goals. These articles on registered savings accounts complement our discussions:
Registered accounts are just one component of a successful financial plan. As always, I’d appreciate hearing your thoughts, and we’ll continue working together on a strategy for you.
Show your clients their futures are well managed. Personalize this email by copying our template into your email application and 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.
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Other helpful tools on AdvisorToClient include Action Steps, Conversation Starters and ready-to-go client worksheets and presentations.