Show your clients how you can help them create a well-rounded retirement plan with these articles from Advisor to Client.
It’s simple to 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 steer the conversation on topics about which they may want your guidance. You can also print these articles to pass along to clients or share them using the site’s email button, Twitter and LinkedIn.
Subject line: Build a sustainable future
As our years of working together show, setting up a durable retirement takes smart planning and forethought. Your future rests on the strong foundation we’ve laid. But there’s more we can do; whether it’s minimizing tax or planning how to handle a crisis.
These stories outline what I’d like to talk to you about in our next meeting. As always, if you have any questions before then, don’t hesitate to contact me.
Please let me know if you’re available on DATE for a meeting, or contact my office with your availability.
You can also print these articles to pass along to clients or share them using the site’s email button, Twitter and LinkedIn.
Plus, there are more helpful tools to use with your clients on this topic at AdvisorToClient including Conversation Starters and ready-made Checklists.