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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.

Regards,

YOURSIGNATURE

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Originally published on Advisor.ca

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