Prospect-focused
Your 2024 year-end planning guide
December 9, 2024
Share this piece with clients and prospects to offer financial best practices for the end of 2024. This year's tips include putting stuck cash to work, updates on retirement account rules, maximizing gifts to charity with a QCD and a reminder to take time to rest and recharge.
Categories: Article, Client-focused, Financial planning, General audience, Prospect-focused
Protecting women’s wealth
March 16, 2024
This article describes some of the hurdles women face in protecting their wealth, including longevity and earning challenges, as well as ways to build greater financial stability through targeted financial planning.
Categories: Advisor role/value, Article, Client experience, Estate planning, Family wealth, Financial planning, General audience, Prospect-focused, Wealth management
Investment Costs, Part 2: Custodian/Brokerage Costs
September 27, 2021
Part 2 of a 2-part series covering investment costs. Part 1 focuses on fund management fees. Part 2 looks at custodian/brokerage (trading) costs, as well as how a fiduciary, fee-only advisor can help families identify and reduce excessive costs.
Categories: Advisor role/value, Article, Client experience, Expenses, General audience, Investment costs, Prospect-focused, Report
Investment Costs, Part 1: Fund Management Fees
September 27, 2021
Part 1 of a 2-part series covering investment costs. Part 1 focuses on fund management fees. Part 2 looks at custodian/brokerage (trading) costs, as well as how a fiduciary, fee-only advisor can help families identify and reduce excessive costs.
Categories: Advisor role/value, Article, Client experience, Expenses, General audience, Investment costs, Prospect-focused, Report
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
A Second Opinion Reach-Out
February 25, 2019
Use this 525-word piece to reach out to prospects (or, with minor revisions, to clients), encouraging them to schedule a second opinion meeting with you. The piece describes what to expect as well as red flags to avoid when seeking an objective second opinion about their investment portfolio. It could also be re-purposed as a general article.
Categories: Advisor role/value, Client experience, General letter/email, Prospect-focused, Wealth management
Six Financial Best Practices for 2019
December 17, 2018
Six financial best practices encouraging investors to ignore market volatility and take practical steps toward enhancing their financial well-being. Use this piece as is to share with prospective clients, or modify it slightly for client use. This piece represents the second in an annual series, potentially pairing well with "Ten Financial Best Practices to Jump-Start Your New Year," published in December 2017.
Categories: Advisor role/value, Article, Client experience, Estate planning, Financial best practice lists, Financial planning, Listicle, Prospect-focused, Scary market insights, Security, Wealth management
Ten Financial Best Practices to Jump-Start Your New Year
December 18, 2017
Use this 1,050-word list of ten financial best practices for prospecting and public education about basic retirement planning, risk management, estate planning, budgeting, debt management, investing and more. A call to action at the end invites readers to be in touch with you for an exploratory conversation. Tailored for U.S. readers, this piece can be readily revised to apply elsewhere.
Categories: Advisor role/value, Financial best practice lists, Financial planning, Listicle, Prospect-focused, Retirement planning
Misperceptions About Market Corrections: Are You Prepared?
June 4, 2017
This 750-word document can be used in letter, email, article or video script format to help clients and prospects prepare for any future market corrections following the current long stint of relative calm. It encourages readers to ensure their portfolio meets their long-term goals and risk tolerances. Choose from two calls to action at the end, depending on whether you're sharing it with clients or prospects.
Categories: Advisor role/value, Article, Behavioral finance, Client-focused, Evidence-based investing, General audience, General letter/email, Prospect-focused, Scary market insights
Prospecting Reach-Out: Client Referral Intro
April 17, 2017
Use this 200-word template to create a personalized letter or e-mail to prospective clients who have been referred to you by one of your current clients ... or modify or excerpt from the template to apply to other prospecting activities. This will be the first of a collection of prospecting templates I'll release over time. I welcome your ongoing suggestions for new ones!
Categories: Advisor role/value, Client experience, General letter/email, Prospect-focused
Prospect Cover Letter for Sharing Dimensional Materials
December 7, 2016
This 450-word cover letter can be used to share one or more recent resources Dimensional Fund Advisors has made available to advisors who are approved to use their fund line-up. Use this letter as a follow-up to your initial conversation or meeting with a PROSPECT, to promote evidence-based investing as implemented by Dimensional funds. It references Dimensional's WSJ reprint "The Active-Passive Powerhouse," a Pensions & Investments reprint, "Dissecting Dimensional," and Dimensional's book, "35 Quotations." (The Content-Sharing Library also contains a separate letter for sharing these same materials with CLIENTS.)
Categories: Dimensional Fund Advisors, Evidence-based investing, General letter/email, Prospect-focused
Portfolio Analysis Offer – for Prospects & Client Referrals
March 27, 2014
Two letters or e-mails for the price of one! These 350-word calls to action offer a complimentary portfolio analysis to qualified prospects. One version is for sending directly to qualified prospects. The other is to remind your clients that you are available to help others they care about with an objective, confidential portfolio analysis.
Categories: Advisor role/value, Client experience, Client-focused, General letter/email, Prospect-focused
Cover Intro for Dimensional 2013 Year in Review
January 29, 2014
Here's a 230-word letter or e-mail you can use to share Dimensional Fund Advisors' Advisor Byline 2013 Year in Review (assuming you are a Dimensional firm). There is a version directed to clients and another directed to prospective clients, encouraging them to read Dimensional's report and be in touch with you for follow-up. Both versions help remind the reader about the importance of adopting an evidence-based investment strategy.
Categories: Advisor role/value, Client-focused, Dimensional Fund Advisors, Evidence-based investing, General letter/email, Intro to expert commentary, Prospect-focused