A2C-client-friendly-logo-248x186

Someone starting a business has a lot on her plate. And even a seasoned entrepreneur appreciates advice from a financial advisor.

AdvisorToClient has a number of articles that can help you guide entrepreneurs and answer their urgent questions.

Personalize this email before sending it to your clients by copying our template into your email program and then picking the stories that will best resonate. These articles will help you spark conversations on topics your clients want guidance on.

Best of all, these articles are simple to share with clients using LinkedIn, Twitter or the site’s email button.

And there are plenty more resources where these came from: browse them all here.

Subject: Decision making as a new business owner

Hi XX,

Now that you’ve started your own business, I know you have a lot on your plate. You’re probably encountering some new financial questions, too.

I can supply the answers, and help you make the most of your new venture with a tax-efficient financial plan.

Here are some articles that address many of the decisions you’ll have to make as a business owner:

Should you open a franchise?

How to get a CRA business number

Dividends best for business owners

Is family succession an option?

Timing a business sale

What to do after selling your business

Discussing these options is worth making time in your schedule for. Please let me know if you’re free DATE for a meeting. As always, if you need me before then, don’t hesitate to call.

Sincerely,

YOUR NAME


Originally published on Advisor.ca

Add a comment

You must be logged in to comment.

Register on Advisor.ca