Tax season is over and summer’s here! Why not have some fun with your clients, while reminding them you’re still thinking about their financial wellness?

From fantasy investments like a rare violin, to sound advice from a famous TV father, these Advisor To Client stories dispense financial savvy with a light, sometimes sophisticated, touch.

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.

Subject line: Have fun with finance

Dear XXX,

When we discuss your financial plan, it’s serious business. But we can continue to expand your financial savvy without it being a chore.

Your investments are always on my mind. While we may not have a meeting scheduled soon, I thought you would enjoy these articles. I’m always available to discuss the topics they cover.

Quiz: How do emotions effect investments?

Diversify with a bike

Invest in art

Margin Call holds surprises about life on Wall Street

Investing in antique instruments

You’ll hear from me soon about the progress we’ve made on your financial goals. Until then, I always welcome a friendly call or email from you.



Originally published on Advisor.ca

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