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: Protect your valuables

Dear XXX,

Last time we spoke, you mentioned you wanted to explore your options for home and valuables insurance.

I can help you research and decide which insurance policies would work best for your circumstances.

I’d like to set up a meeting to discuss your options.

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:

What’s your property risk exposure?

Protect your valuables

Insure your art collection

Insurance is on sale

You want to protect the things important to you. Let’s talk about ways to make this happen.



Originally published on Advisor.ca

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