Investing campaign client letter invite
Your letter invitation template for the investing campaign.
You should only write to clients and/or prospects who have the appropriate marketing permissions recorded in Xplan or IO.
Overview
Benefits
- Encourages people to explore the benefits of investing their money with the help of an adviser.
- Save yourself time and effort by using a pre-written and approved template.
- Use for both potential and existing clients.
How to use
- Click 'Download' below to download the letter template and fill in the details.
- Print and send.