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
“The resources available are beneficial internally and for clients. The checklists help advisors think outside the box of their knowledge and experience covering a multitude of planning areas. The flowcharts are well laid out visuals for the clients with possible scenarios identified and clear paths to take. fpPathfinders does a nice job updating the resources regularly and communicating to their customer base as well.”
— An advisor in Minnesota
“fpPathfinder is fantastic. I really can't find any flaws.”
— Joshua, an advisor in Pennsylvania
“I had my own internal set of workflows, but by piggybacking fpPathfinder, I've saved who knows how many hours. It's a great product and I'll be a subscriber for years.”
— An advisor in Texas
“Love the Redtail integration - it’s been instrumental in my prep for my client reviews. I’m finding my self being over-prepared because of the robust lists which is great.”
— Don, and advisor in California
“I love the flowcharts and have found them very helpful in guiding clients on complicated planning issues. The charts are easy to follow and help navigate through difficult decisions based on clients' unique circumstances.”
— Jason, an advisor in Illinois
“Checklists don't make the planner smarter or more skilled, but do help to ensure that the planner maximizes the knowledge and skill he/she already has.”
— Michael Kitces, Publisher and Editor-In-Chief at Kitces.com
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