A2C-client-friendly-logo-248x186

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: Education savings plan

Dear XXX,

We’ve discussed how you’d like to help your kids pay for university or college in a few years.

We need to start ensuring you have enough money saved, and making what you put aside grow.

It’s also important to think about how education savings fit into your larger plans, and how to factor in your children’s learning and career goals.

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

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

Education savings options

Paying for grandkids’ educations

Who benefits from an RESP?

Ways business owners can fund kids’ educations

Let’s start a conversation about saving so you’re soon on your way to meeting your goals.

Regards,

YOUR SIGNATURE

Originally published on Advisor.ca

Add a comment

You must be logged in to comment.

Register on Advisor.ca