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: Tax savings

Dear XXX,

Your savings are important to you.

Ensuring that you don’t give money away unnecessarily requires some forward thinking.

I’d like to set up a meeting to discuss tax planning 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:

Get out of trouble with Revenue Canada

Trim your tax bill

Tips for deducting interest

I understand you want to save on tax. Let’s start the conversation about the work we need to do now so we ensure that happens.



Originally published on Advisor.ca

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