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: Consider real estate investing

Dear XXX,

At our last meeting, you mentioned your frustration with the unpredictable returns offered by traditional investments.

When first started working together, our investor analysis showed you don’t have a high tolerance for risk. That’s doesn’t mean that there aren’t alternative investment strategies for you.

In fact, with your assets and investment goals, you should consider investing in real estate income trusts.

I want to set up a meeting to discuss this option with you, and before we meet, I’d like you to take a look at a few articles:

Consider private REITs

Real estate investing outlook

5 ways to pay less tax on U.S. property

What’s your property risk exposure?

Buying an island

These explain what real estate income trusts are, how to use them, and how to manage property. From there, we can talk about what strategies would work best to achieve your investment goals.



Originally published on Advisor.ca

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