Of all your clients, new investors likely need the most time and guidance. Getting off to a good start is key to investing, and to a successful client-advisor relationship.
Anticipate new investors’ needs with these articles from Advisor To Client. They can help lay the groundwork for future discussions, and can serve as an essential reference for your clients, backing up your expertise after you’ve explained a concept.
Create a personalized email by copying our template into whichever email program you use, choosing which articles to share, and sending them along.
Subject: Support for new investors
Let me say again how pleased I am to be working with you. It’s an exciting time as you start investing and paving your way to future wealth and stability.
I know it can also be a little overwhelming to begin this process. Some people find themselves suddenly anxious to hear the market numbers on the nightly news. For others, each article in a newspaper’s business section calls into question every portfolio decision.
It doesn’t have to be that way, and as long as we’re working together, it won’t be. Here are some articles I selected for you that will help you develop into a confident long-term investor:
Please review these when you have a moment, and remember that I’m always here to answer your questions. I’ll check in with you soon to talk about how things are going.
Draw on AdvisorToClient’s many other helpful resources on tax, financial planning, investing and risk management, and check out our special Helping newer investors package for more resources.