AdvisorToClient
Client Email Archive

Email Your Clients: Help ease financial stress for immigrants

Like to communicate the traditional way? Here’s language for a client letter that can be sent to new immigrants.

Email Your Clients: Dealing with the financial impact of tragedies

Here’s some sample wording you can use in an email to help prepare clients for possible financial tragedies.

Email Your Clients: Give new parents direction

Here’s some sample wording you can use in a client email aimed at connecting with new parents.

Email Your Clients: Reviewing insurance needs

Here’s some sample wording you can use in an email to explain why clients should have a full insurance coverage review.

Email Your Clients: Are you on track for retirement?

Right now, there’s one retired Canadian for every person between the ages of 20 and 64.

Email Your Clients: Pre-nups

Personalize this correspondence by copying our template into your email application

TOO OLD *** Email your Clients: Sharing wealth

To save you time, we’ve created emails you can personalize and send to clients on the important topics they want your guidance on.

Email your Clients: Help young professionals plan early

To save you time, we’ve created emails you can personalize and send to clients on the important topics they want your guidance on.

Email your clients: Being a good executor

To save you time, we’ve created emails you can personalize and send to clients on the important topics they want your guidance on.