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: Using an ETF to tap into the power of the markets

Dear XXX,

We’ve spoken of your concern about the management expenses and lock-in periods associated with some investment productsAt the same time, a balanced mutual fund provides safety and stability to your portfolio.

There is a compromise: exchange traded funds. These investment vehicles often follow entire stock-market indexes, insulating them from the fortunes of a single company, much like mutual fund. As the name implies, ETFs are traded on the open market, so there’s no lock-in periods. There are also no embedded management expenses.

I’d like to set up a meeting to discuss them with you.

Before we meet, I’d like you to take a look at a few short, consumer-friendly articles that lay the groundwork for the discussion we’ll be having:

Using ETFs to hold your cash

Understanding tracking error

Limiting ETF tracking error

Keep your portfolio up to date

You want your businesses to have every advantage. Let’s talk about ways to make sure that happens.



Originally published on Advisor.ca

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