Three advisor firm fact sheet cover letter templates  

May 26, 2021

These three cover letter templates complement our Advisor Firm Fact Sheet and are available at no added cost to any advisor who purchases this product. Use them to share your custom-branded fact sheet with prospects, clients, and centers of influence (such as attorneys or CPAs). Content-Sharing Library members also can download and adopt these cover letters for use with any firm brochure or fact sheet they’ve created.

Categories: Advisor role/value, Alliances, Client-focused, General letter/email, Prospect-focused

Center of Influence (COI) Reach-Out Letter Template  

November 5, 2013

This one-page, 250-word letter is a template you can use to reach out to centers of influence and potential strategic alliances such as attorneys, accountants, community leaders and others, introducing them to your firm and inviting them to network with you professionally. Use the piece as a letter or e-mail, or modify it for other purposes as appropriate.

Categories: Alliances, Client experience, General letter/email