To save you time, we’ve created emails you can personalize and send to clients on the important topics they want your guidance on.

It’s another feature of AdvisorToClient that’s designed to facilitate your conversations with clients. Besides email shares, the site is full of Action Steps, Conversation Starters and other tools help invigorate your client relationships.

To use these emails, just copy our template into your email application, choose which stories you’d like to pass along to particular clients, and hit send.

Subject Line: Ensuring your retirement is a success

Dear XXX,

We’ve spoken a lot about gearing your investment portfolio towards ensuring you have a sound retirement plan.

Before we next meet, I’d like you to take a look at a few articles that show strategies to enhance or protect your retirement security:

Pensions and you

When retirement plans change

Pensions for the long-lived

Work through disagreements

You know the fundamentals of investing for retirement. Let’s talk about ways to make sure your retirement goals are achieved.



Originally published on Advisor.ca

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