RMD Reminder Letter 1
Use this template to remind clients who have recently turned 72 about the need to take Required Minimum Distributions (RMDs). Download
Tag: Client communication
Upgraded Client Experience Message
Use this template to inform clients of exciting new updates to your client experience. Download
Birthday Letter 3
Use this template letter that references an extravagant $25 million birthday party to send birthday greetings to clients. Download
Birthday Letter 1
Use this template with a focus on staying young at heart to send birthday greetings to your clients. Download
Fire Client Letter – Unresponsive
Use this template letter to disengage clients who are unresponsive to your attempts to schedule a review meeting. Download
Birthday Letter 5
Use this template with a focus on joy and blessings to send birthday greetings to your clients. Download
Fire Client Letter – Not a Good Fit
Use this template to disengage clients after you realize they are not a good fit for your services or culture. Download
Birthday Letter 4
Use this template that touches on things that have transpired in one year to send birthday greetings to your clients. Download
Fire Client Letter – Rude to Team
Use this letter as a template to disengage clients who are repeatedly disrespectful to your team. Download
Downturn Video Script Samples
Use these sample video scripts to record an authentic message for your clients that reminds them of your planning strategy and helps them feel more…