To all our highly valued clients and acquaintances:
As we wrap up the first full month of calendar year 2008,
some ideas to
consider. |
Two key suggestions:
#1) With all the changes in both the marketplace and many people's lives in
the last year, we highly recommend you re-visit your top 25-50 households
for a more in-depth review of all that might be in play. If you are not
doing this already, it's time for a clean bill of financial health as you
bring your clients in for an annual financial physical. One client has
completed 31 reviews year-to-date, with over 25 referrals with whom to
follow up.
Sample Portfolio Review Letter
Dear (Name):
We trust that your New Year is off to a good start. As we are all working to
get into gear for 2008 and you are probably beginning to prepare your 2007
tax returns, we wanted to suggest that this would be an opportune time to do
a fresh, comprehensive review of your financial portfolio. Given that we
value an opportunity to make this available for you, we are suggesting and
offering it to you at this time, as a fresh beginning for your future and
our relationship. In this session, we will review your financial goals and
evaluate your investment strategy to ensure we are understanding your
objectives.
Many other clients report such benefits as the following:
. A clearer look at your financial picture.
. The opportunity to enhance or adjust your current investments
strategies.
. Knowledge of other investment areas that can compliment your
efforts.
. A solid game plan for creating the future you want.
I will be following up with you in a few days to address any questions you
may have and to schedule a mutually convenient time for your review. In the
interim, if you have any additional concerns or challenges, please feel free
to call me on my direct line @ ...
#2) On the referral request track? Many serious investors, who may usually
be more complacent during steadier market conditions, are more amenable to
another professional financial planning perspective or how they are
currently receiving value-added service.
Once your clients are fully current and feel that they have been well
served, encourage them to listen for other family members, friends or
professional colleagues who may not sound as pleased as they are with the
attention that they may be receiving. More than opening accounts, it's an
opportunity to open a wave of new relationships, some of which may come your
way as future clients. Also let your clients know that, as your expand your
family of clients via their introductions, you are saving 5-10 hours per
week over less efficient marketing methods. This allows you to be more
vigilant about your service for them.
Wishing you and those you love
a most productive, prosperous & rewarding 2008.
Always looking to serve you with productive and revenue generating ideas.
Best – Coach Don |
|
