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Communications Resource Center

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Engagement - Best Practices

Client Email #2 (Estate Planning): Ready to Take the Next Step in Your Financial Plan?

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Date Sent: N/A

Audience: Advisor-to-Investor | Learn more about audiences

Description/Overview:

This email helps advisors guide clients toward meaningful action by prompting them to think about their values, wishes, and personal priorities. It supports the practice guide’s recommendations for using thoughtful discovery questions to drive personalized estate planning conversations and foster collaboration.

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Communications Resource Center

By accessing and using these documents and materials, you hereby agree as part of your agreement with eMoney, that you will only use these documents and materials for your work on behalf of your clients and you will not share, transmit, or disclose these documents and materials with any third party other than your customers and members of your own firm. Failure to abide by these restrictions may put you in breach of your agreement with eMoney.

By accessing and using these documents and materials, you hereby agree as part of your agreement with eMoney, that you will only use these documents and materials for your work on behalf of your clients and you will not share, transmit, or disclose these documents and materials with any third party other than your customers and members of your own firm. Failure to abide by these restrictions may put you in breach of your agreement with eMoney.