Email Templates for Financial Advisors

Following up on our meeting - your financial planning next steps

Thank you for sharing your financial goals. Here's a summary of our discussion and how we can move forward.

Time for your {{reviewType}} portfolio review, {{clientName}}

Let's review your portfolio performance, rebalance if needed, and ensure your strategy still matches your goals.

Market update: {{eventTitle}} - what it means for your portfolio

Here's our take on {{eventTitle}} and what, if anything, you should consider.

{{clientName}}, know someone who could use financial guidance?

Most of our best clients come from referrals. If you know someone navigating a financial transition, we'd be happy to help.

Welcome to {{firmName}} - here's what happens next

We're excited to start working together. Here's your onboarding checklist and what to expect in the first 30 days.

{{clientName}}, don't miss these tax planning moves before {{deadline}}

A few smart moves before tax deadlines could save you thousands. Here's what to consider.

{{clientName}}, let's make sure you're on track for retirement

Retirement is getting closer. Here's a quick look at the key areas we should review together.

Happy {{anniversaryYear}}-year anniversary, {{clientName}}

It's been {{anniversaryYear}} years since you joined us. Here's a look at how far you've come.

You're invited: {{webinarTitle}} on {{webinarDate}}

Join us for a free session on {{webinarTopic}}. Limited spots available.

Congratulations, {{clientName}} - let's update your financial plan

Big life changes often mean your financial plan needs adjusting. Let's make sure you're covered.

{{contentTitle}} - a quick read from {{firmName}}

{{contentTeaser}} No strings attached - just useful information.

{{clientName}}, when did you last review your estate plan?

Estate planning isn't just for the ultra-wealthy. Here's why it matters now and what to check.

What your advisory relationship delivered this year

Here's a transparent look at the value we provided beyond investment returns.