Time for a Year-End Check-In

As we near the end of 2021, it’s important to touch base with your clients and check in on any changes in their lives or situation. Client communications are an increasingly important part of a client’s overall experience.

As an Advisor, your value can be shown in your ability to keep your clients steady on their financial journey. Communicating with your clients gives you an opportunity to deliver educational content that highlights your value—not just as a Financial Advisor, but as an expert. This can make you makes you invaluable.

According to a study conducted by eMoney Consumer Marketing, 63% of clients say informative, educational content makes an Advisor stand out.1 A simple email with a checklist of what to do as the year closes and a reminder that the plan you have put in place for your clients is still working hard for them can go a very long way.

Symmetry has created that checklist, along with a template letter that can be sent along with it. Click here to get the checklist and see other resources we offer for year-end.

1 2020 eMoney Consumer Marketing Survey, September 2020


Symmetry Partners, LLC, provides this communication on this site as a matter of general information. Information contained herein, including data or statistics quoted, are from sources believed to be reliable but cannot be guaranteed or warranted. Nothing on this site represents a recommendation of any particular security, strategy, or investment product. The opinions of the author are subject to change without notice. Due to various factors, including changing market conditions and/or applicable laws, the content may not be reflective of current opinions or positions. All content on this site is for educational purposes and should not be considered investment advice or an offer of any security for sale. Please be advised that Symmetry Partners does not provide tax or legal advice and nothing either stated or implied here on this site should be inferred as providing such advice. Symmetry Partners does not approve or endorse any third party communications on this site and will not be liable for any such posts.

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