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 helpful feature of AdvisorToClient—the new section of Advisor.ca 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: Buying a home

Dear XXX,

You’ve mentioned you’re looking for a new place to live.

As a home is the largest purchase most of us will make, it’s important that we sit down to talk about your finances and how to maximize your investment. Once you buy a home, you’ll need insurance too. I can show you your options.

I’d like to set up a meeting to discuss how house hunting is going and to plan for a purchase.

Before we meet, take a look at a few articles that lay the groundwork for the discussion we’ll be having:

Should you rent or buy?

Boomers aren’t trading houses for condos

Protect your valuables

Don’t co-sign a mortgage

You want to get the most for your money. Let’s talk about how we can ensure that happens.



Originally published on Advisor.ca

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