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
“It is very helpful for us when we have a client in and we have an issue at hand. Walking through the checklist helps us big time.”
— William, an advisor In Massachusetts
“I love fpPathfinder. I use it nearly every day. Clients think it is very clear and easy to understand and it has increased our credibility.”
— An advisor in Utah
“The white-label feature in Deluxe is really fantastic. It is really powerful to talk through the decision tree with a client with our logo & color options on the chart, frankly, because it makes us look smarter!”
— Bill, an advisor in New York
“These tools look great. They will really help me share quality content with those I assist and will allow us to reduce errors. Furthermore, these tools really help our teams look professional and solidify us as true planners”
— Shane, an advisor
“I love it! I find it very helpful. It's a great client value add.”
— Phillip, an advisor in North Carolina
“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
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