October Client Letter

Hang Tight

Hi all,

I’m currently enjoying the Alliance of Comprehensive Planners conference in Minneapolis, MN right now, so I’m not going to write much to introduce this month’s client letter. I wanted to get it out this morning so it could be sent to clients, if desired, before the weekend.

All to say, your clients, especially retirees, are probably a little nervous at the moment. But you got this.

We got this.

Now get out there and do the work.

Your cause is righteous. Keep up the amazing work.

Photo by Jon Tyson on Unsplash

Your white-labeled monthly client newsletter is linked below. Just click on the Dropbox link and download it from there. A whole bunch of disclosures is included at the bottom of this email, but I urge you to follow these simple guardrails:

1. You are welcome to change, alter, snip, and edit the document as you see fit. If you like one sentence, copy it and put it into your own newsletter. If you like the whole thing. Use the whole thing. It’s yours!

2. Put everything under your name. My name or the name of this newsletter is not to be sent to any of your clients.

3. Should you decide to use any or all verbiage from the newsletter in communication with your clients you are liable for its usage with your clients and responsible to verify its suitability and accuracy.

4. The newsletter is for emailing or mailing to your clients and prospects only. It is not to be posted on your blog as a blog post, nor should it be posted anywhere that can be googled.

Feel free to email me with any questions!