fpPathfinder

Helping Diligent Advisors Ensure They're On The Right Planning Path

Reviewing Investments (May & June)


How Advisors Use The Checklists and Flowcharts, Marketing

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,

What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“With working from home most of 2020, we wanted to still catch some face time with our clients. We used the checklists and flowcharts to conduct webinars covering various topics. In fact, having the charts readily available, we were able to do many of these on a weekly basis, knowing the material was pretty much already established. We had such great feedback that we are continuing the webinars into 2021. We have many that actually look forward to our meeting times, and found being able to have the flowchart or checklist available to work on their own later was an added bonus.”
— An advisor in Texas
“I find the flowcharts and checklists helpful for content and for presenting topics to clients. It is a streamlined approach to presenting information and while complex, it also demonstrates the value the advisor brings to the client in helping them navigate these complex situations.”
— An Advisor from California
“fpPathfinder is a great tool! It mirrors much of what I've developed on my own for tax planning, life events, etc. However, it's been great to double-check my own work in those areas and also to motivate me to deepen my knowledge on other topics”
— Jonathan, an advisor in Colorado
“The flowcharts have helped a lot in recent discussions with the changing markets, providing us with confidence that our clients are getting the best, most accurate information.”
— Matthew, an advisor in Georgia
“Thanks for having all of these so conveniently put together. We were working on many of these for years, but often could not find the time to keep them updated. This has been a blessing to our firm. ”
— An advisor in Texas
“I love it! I find it very helpful. It's a great client value add.”
— Phillip, an advisor in North Carolina
“I can't say how much I love the product. It is just great. I recommend it to all my colleagues.”
— Robert, an Advisor in Colorado
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