You can snare some quick tips for advisor-client email communications in my guest post for the KBK Wealth Connection blog.
The tips boil down to
- Get to your point quickly
- Keep it short
- Organize clearly
Visit Kathleen’s blog for more details.
Susan Weiner, CFA, writes and edits articles, white papers, blogs, investment commentary, web pages, and other communications for leading investment and wealth management firms. She has presented “How to Write Emails and Letters Your Clients Will Read” to great reviews by financial advisors.