Ready-to-Use Templates
Copy these templates and customize them for your needs. Each includes HTML and plain text versions.
Following up on our meeting — your financial planning next steps
Thank you for sharing your financial goals. Here's a summary of our discussion and how we can move forward.
Time for your {{reviewType}} portfolio review, {{clientName}}
Let's review your portfolio performance, rebalance if needed, and ensure your strategy still matches your goals.
Market update: {{eventTitle}} — what it means for your portfolio
Here's our take on {{eventTitle}} and what, if anything, you should consider.
{{clientName}}, know someone who could use financial guidance?
Most of our best clients come from referrals. If you know someone navigating a financial transition, we'd be happy to help.
Best Practices
Follow up within 24 hours of discovery meetings — speed demonstrates professionalism
Include credentials (CFP, CFA, etc.) in every email signature — they build credibility
Market commentary should be calm and rational, especially during volatility
Always include compliance disclaimers — check with your firm's compliance department
Portfolio review invitations should prompt clients to think about life changes beforehand
Referral requests should describe the types of people you help, not just ask generically
Common Mistakes
Sending market commentary that sounds panicked during downturns — clients mirror your tone
Generic discovery follow-ups that don't reference the prospect's specific goals
Waiting until clients ask for a portfolio review instead of proactively scheduling them
Referral requests that feel transactional rather than relationship-based
Missing compliance disclaimers or performance guarantees
Sending the same market commentary to all clients regardless of their risk profile
Subject Line Examples
Timing & Performance
Personalization Tips
Financial advisory is built on trust, and trust is built through consistent, knowledgeable communication. The advisors who grow their AUM fastest aren't just the best investors — they're the ones who stay in touch with clients and prospects between meetings, demonstrating expertise and genuine care for their financial well-being.
These templates cover the four highest-impact communication touchpoints for financial advisors. Discovery follow-ups that demonstrate you listened and have a plan. Portfolio review invitations that keep clients engaged with their financial plan. Market commentary that positions you as a calm, knowledgeable guide during uncertainty. And referral requests that turn satisfied clients into your best growth channel.
Every template is designed for the regulatory environment financial advisors operate in — professional tone, compliance disclaimer placements, and no performance guarantees. Customize them for your firm, get compliance approval, and let automation deliver consistent, high-quality communication to your clients and prospects.
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