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One way to diversify clients’ portfolios is by investing in unusual items. It can be especially appealing to a client who’s a collector, or who wants to find a truly alternative investment. For these clients, items like art or stamps can provide portfolio diversification.

You can 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 jump-start the conversation on topics about which they may want your guidance.
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Hi XX,

I remember that in past meetings, you’ve mentioned you’re interested in FILL IN ITEM HERE. And now, I understand you want to invest in something different. There’s a way we can bring these two interests together to find something that fits your goals.

Here are some articles that offer suggestions on unique investments. We can discuss these options further in our next meeting.

Cars: a classic investment

Invest with a stamp of approval

Investing in liquid gold

Invest in antiques

Invest in jewelry

Invest in art

Please let me know when you’re available for an appointment. I look forward to discussing your options for unique investments.

Sincerely,

YOUR NAME

You can print these articles to pass along to clients, or share them using the site’s email button, or social media.

For more tools, visit AdvisorToClient for Action Steps and meeting-ready Checklists.

Originally published on Advisor.ca

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