AdvisorToClient

Email Your Clients: Give new parents direction

Client Email Client Email

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

Dear NAME,

It was wonderful to hear your daughter is taking her first steps on her own. I can appreciate how you and your husband will want to be there to capture these milestones firsthand.

As part of my commitment to you, I would be pleased to help you and your husband assess and evaluate the financial implications of returning to work or staying at home.

It’s a tough decision and one every parent struggles with. I want you to know I’m here for you, and if you want to have this discussion I look forward to meeting with you.

Best regards,

YOUR NAME

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