Follow up letters

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May 26, 2009 5:56 pm

Being a former Jones-er, I will admit to adhering to a few of their procedures despite going indy in February.  However, there is one that I've gotten away from that I'd really like to re-implement.


I've always liked following-up on an initial contact with a short letter or note. 
 
I see this as a great opportunity to outline in a physical, written format just what I can offer them.
 
Does anyone have compliance-approved text that they use in this manner?  Care to share?
May 26, 2009 11:47 pm
clang664:

Being a former Jones-er, I will admit to adhering to a few of their procedures despite going indy in February.  However, there is one that I've gotten away from that I'd really like to re-implement.

I've always liked following-up on an initial contact with a short letter or note. 
 
I see this as a great opportunity to outline in a physical, written format just what I can offer them.
 
Does anyone have compliance-approved text that they use in this manner?  Care to share?



Try your custodian.  They have a standard package that is sent to all clients.  I am sure there is a welcome letter.  Remember even though the custodian's compliance people have approved the letter, you should have someone look at it that understands your business.

Good Luck

ash
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