AdvisorToClient
Client Email Archive

Email your clients: Fun with Advisor to Client

Tax season is over and summer’s here! Why not have some fun with your clients, while reminding them you’re still thinking about their financial wellness?

Financial Planning

Email Your Clients: Understanding ETFs

Here’s some language for a client email to help clients understand what ETFs are.

Investing

Email Your Clients: Be a forward-thinking investor

It’s human nature to look at past performance to try and gauge what the future holds. While that may make intuitive sense, there’s more to investing than that.

Investing

Email Your Clients: Give pro clients a leg up

We’ve talked about how busy life as a professional can be.

Financial Planning

Email Your Clients: Be a confident investor

While you’ve taught your clients the fundamentals of investing, it never hurts to occasionally reinforce the knowledge you’ve imparted.

Investing

Email Your Clients: A new way to think of investing

Nowadays it’s easy to feel like we’ve faced it all when it comes to investing.

Investing

Email Your Client: Reach out to a young prospect who’s a good saver

Here’s some sample wording you can use in a client email aimed at connecting with a younger investor or prospect who’s shown real prowess in savings and displayed interest in investing.

Investing

Email Your Clients: Reach out to a young prospect with spending issues

Here’s some sample wording you can use in a client email aimed at connecting with a younger investor or prospect who’s proven to have issues with saving and spending.

Investing

Email Your Clients: Celebrity networking event invitation

Here’s some sample wording you can use in a client email aimed at getting younger investors and prospects to attend a fun event geared toward helping them learn to budget and set aside funds to invest.

Investing

Email Your Clients: Reach out to a young prospect you met at a networking event

Here’s some sample wording you can use in a client email aimed at reconnecting with a younger investor or prospect whom you encountered at a networking or technology event.

Investing