To save you time, we’ve created emails you can personalize and send to clients on the important topics they want your guidance on.

It’s another feature of AdvisorToClient that’s designed to facilitate your conversations with clients. Besides email shares, the site is full of Action Steps, Conversation Starters and other tools help invigorate your client relationships.

To use these emails, just copy our template into your email application, choose which stories you’d like to pass along to particular clients, and hit send.

Subject Line: Making savvy investment choices

Dear XXX,

As we’ve worked together on your finances, you’ve built up a lot of knowledge on investing. I’ve sensed you want to learn more, so I’ve taken the liberty of forwarding a couple of articles on investment strategies I thought you might find interesting.

Keep your portfolio up to date

Trade shares the right way

Consider non-financial company bonds

Volatile stocks aren’t always bad

Our relationship is based on working together to decide what’s best for you and your financial goals. These articles are a launching-point for our future discussions about how to handle your money.

If you see anything of interest, don’t hesitate to reach out to me to discuss it.



Originally published on Advisor.ca

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