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: Make your business thrive

Dear XXX,

We’ve often talked about how, as a business owner, you face unique financial and tax challenges.

Ensuring that your company is protected from taxes and has strong succession planning takes some work. I have ideas about financial structures we could use to strengthen your business.

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 articles that lay the groundwork for the discussion we’ll be having:

Should you open a franchise?

Ways business owners can fund kids’ educations

Save tax on company cars

Keep business expenses separate

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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