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

Hi XX,

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.

How to recover from bad financial advice

Tax tips for new home owners

Curing your heirs’ affluenza

Case study: Getting a handle on debt

Prepare for rising rates

Dealing with divorce

Closing a group RESP

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.

There are more helpful tools on this topic at AdvisorToClient including Conversation Starters and ready-made client Checklists.

Originally published on Advisor.ca

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