Email is an effective tool for communicating with clients and reinforcing the value-added service of your practice.
Many investors expect fast and ongoing communication in an environment which changes rapidly. Effectively crafted emails can be used to efficiently provide economic and stock market updates, tax changes and RRSP deadlines and holiday greetings.
But not emails are created the same. A properly structured and “client-friendly” email can convey the professional standards that exemplifies your practice while a poorly written or technical email can convey the opposite.
We can create timely and compliant investor-friendly and visually-compelling email templates for use with clients and prospects.
Sample Emails
