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Email 1

Dear [client name],

I’m thrilled you took the time to complete the HALO assessment. It is an important first step in planning for your future. I’m sure the results where surprising to you! Please let me know when you can schedule a time for us to meet to talk about the results and how I can be of assistance to you. 

 

Would sometime next week work for you?

Looking forward to talking to you soon.

 

Best regards,

[advisor name]



Email 2

Dear [client name],

I hope you found the HALO assessment a helpful tool for looking at how your health can affect your future financial plans. I sure you must have a lot of questions! I would love to schedule a time to meet with you to discuss the results and how I can be assistance to you. 

 

Would sometime next week work for you?

 

Looking forward to talking to you soon.

 

Best regards,

[advisor name]

 

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