Part 4 of 7 from the Series: Use The Checklists and Flowcharts To Enhance Your Planning Process.
Offer to do a dedicated review of the client’s investments by sending this email. Show your client that reviewing investments involves a lot more than just asset allocation decisions and rates of return by sharing the “What Issues Should I Consider When Reviewing My Investments?” checklist within the email.
Email Subject Line: It’s time to review your investments
Dear [Client],
During May and June, we want to help you review your investments.
Perhaps you want to…
- Review the risk you are taking with your investments and want to consider adjusting your asset allocation;
- Make a contribution to or withdrawal from an investment account; or
- Discuss the current market outlook, the Fed’s monetary policy, or other economic trends.
Whatever the case may be, mid-year is a good time to review your portfolio to ensure your strategy continues to align with your needs and goals.
Careful investment planning is essential, but can be quite complex. Performance is just one consideration when reviewing your portfolio. Factors such as diversification, taxation, and fees can have a dramatic impact in any economic climate.
To assist you in reviewing your investments, we have a checklist [link to your white labeled version from your site or Google Doc] that outlines over 25 key considerations to guide your analysis.
While the checklist can help you spot good ways to identify all the different opportunities to consider, we are always available to meet with you to discuss your finances and goals, and to identify what the best opportunities are for you.
Please contact us today to schedule a time to discuss this further, or [schedule a time with us on our calendar here (insert your calendar link)].
Sincerely,
