Some of your clients’ sons or daughters may be struggling with debt. It’s hard to pay for school, a mortgage, or business loans while juggling daily expenses. Or maybe someone is a little too liberal with his credit cards.
This email helps you educate your clients about their children’s options. You can personalize it by copying our template into whichever email program you use and picking which stories you’d like to send along. These articles will help you spark conversations on topics on which they’ll want your guidance.
Subject: Your SON/DAUGHTER’S finances
In our last meeting, you mentioned that you’re concerned about the amount of debt your SON/DAUGHTER is carrying right now.
You’ve often turned to me for financial advice, and I want you to know I’m here to help your kids too. Feel free to refer them to me, but in the mean time I’ve compiled a few articles that cover their options for getting out of—or avoiding more—debt.
Whether you read them yourself or pass them along to NAME OF CHILD, I trust you’ll find them useful.
As always, if you have any questions, don’t hesitate to contact me. I’m always at your disposal for a call or a meeting.