All your clients lead busy lives, perhaps none more than the business owners and other high-level professionals you advise.

Subject Line: Financial tools for professionals

Dear XXX,

We’ve talked about how busy life as a professional can be. I thought you would find these articles on saving time, navigating tax rules and dealing with matters of business and family useful.

Tax saving for professionals

A web app to manage your tasks

Valuing intangible assets

Be fair to your heirs

Keep business expenses separate

From one busy professional to another, every little bit helps.



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 the important topics on which they may want your guidance.

You can also print these articles to pass along to clients, or share them using Twitter and LinkedIn.

And don’t worry, if you use our share tools the versions you send clients won’t link back to AdvisorToClient or Advisor.ca.

Originally published on Advisor.ca

Add a comment

You must be logged in to comment.

Register on Advisor.ca