Firm Address Change Announcement – LPL
Use this template to inform clients of your new office location and contact information. Download
Tag: Client communication
Birthday Letter 3 – LPL
Use this template letter that references an extravagant $25 million birthday party to send birthday greetings to clients. Download
Birthday Letter 2 – LPL
Use this template letter that reminds people how wonderful they are to send birthday greetings to your clients. Download
Birthday Letter 5 – LPL
Use this template letter with a focus on joy and blessings to send birthday greetings to your clients. Download
Birthday Letter 4 – LPL
Use this template letter that touches on things that have transpired in one year to send birthday greetings to your clients. Download
Associate Wealth Advisor Departure Letter – LPL
Use this template to inform clients when the Associate Wealth Advisor (AWA) assigned to them has left the firm. (LPL Approval # 1-05025896) Download
Forecast 2020 Presentation – LPL
Twice per year, we offer a turnkey market update client presentation – the Forecast presentation in January and the Half-Time presentation in July. We provide…
Coronavirus Planning Checklist for Business Owners – Short – LPL
Use this checklist as a handout to help your business owners plan through the Coronavirus economic downturn. (Short version) (LPL-approved version) Download
Coronavirus Planning Checklist for Business Owners – LPL
Use this checklist as a handout to help your business owners plan through the Coronavirus economic downturn. (LPL-approved version) Download
Planning for Business Owners – Coronavirus and Relief Package Presentation – LPL
Use this presentation to educate business owner clients and prospects about the CARES Act and its relief provisions for business owners. Use the “Planning Checklist…