Got a great client email template you want to share with the Ethic Adviser Adviser community? Email the Ethic Adviser team and we’ll make it available.
Here are some email templates to help you invite clients to use the Ethic Adviser portal as part of your Advice / Review process.
Simply copy and paste the email template you want to use into your email to your client.
Here are the available email templates:
- General email template – suitable for any client
- For clients you know are already interested in Sustainable Investing
- Invite your client to test Ethic Adviser – validate Ethic Adviser during your 14-day trial
- For those interested in performance – for those looking at performance and future technology .
- For your client’s children – engage the next generation with a topic they care about.
- A new era of financial planning – separate yourself from the pack with a new conversation
- Win a new client – prove your differentiation with Sustainable Investing conversations
These templates are for general use by Ethic Adviser customers. Ethic Adviser 2022. All right