Sample Verbiage for Email to Accompany Release of 2021 Investor Outlook
We recommend that you record and distribute your 2021 Investor Outlook as soon as possible. However, we know that some of you like to hold it as a live virtual workshop. Here are samples of suggested verbiage that you can use to email your clients.
If you are recording and sending it out –
Dear __________,
One of our main goals is to regularly communicate with clients. We have just recorded our 2021 Investor Outlook and encourage you to watch it as soon as possible.
2021 Investor Outlook (insert link)
As always, if you have any questions about your personal situation, please call us.
We also encourage you to share this with others that could benefit from this information.
Thank you for being a client.
Best Regards,
If you are holding a live virtual workshop
Dear __________,
One of our main goals is to regularly communicate with clients. Along these lines, we are excited to be holding our Virtual 2021 Investor Outlook Workshop.
Please register now!
2021 Investor Outlook
Date: ________________ / Time: __________________
Presenter:__________________
(insert link)
As always, if you have any questions about your personal situation, please call us.
We also encourage you to invite others that could benefit from this workshop.
Please follow the link to sign up.
Thank you for being a client.
Best Regards,