Whether it’s a changing economy, retirement, family problems or unexpected expenses, you re-evaluate clients’ financial plans when circumstances change.
Here’s a way to bring them into that process and start a conversation. Simply copy the template below into an email, customize the text, select which articles you want to direct to your clients and then send.
Subject line: New financial strategies
There are milestones in everyone’s life that prompt us to review our financial plans. I’m glad you told me about the changes happening at [HOME/WORK]. We can work together to ensure your plan continues to suit your changing needs. I want to set up a meeting to discuss your options. But, before we meet, please review these articles which provide context for our conversation.
Together, we can handle whatever comes next.
You can also print these articles to pass along to clients or share them using the site’s email button, or through social media.