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: Reviewing your investment strategy

Dear XXX,

Last time we spoke you expressed concern about how your investments were performing.

It’s been a difficult few years for investments, given the low rates of return and uncertainty. But before we make any changes to your assets, we should consider your options.

I’d like to set up a meeting to review the investment strategy we created.

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:

Always back a winner

Unload worthless stock

Don’t ignore great investments

Avoid winter investing blahs

You want to ensure I’m managing your money well. I’m happy to show you how that’s happening.



Originally published on Advisor.ca
Add a comment

Have your say on this topic! Comments are moderated and may be edited or removed by
site admin as per our Comment Policy. Thanks!