Client communication Archives - Page 25 of 34

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…