Specialty Content

All specialty content can be edited to reflect your voice to your audience as needed. Email Carly Riddle with your selections and edits.

Intro To Teaching/Thought Leadership Series Hello, I’m (FA  Name) from (Firm Name). As you know, we are passionate about communication. In fact we believe that great communication with great clients is a great formula. As always,
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Intro to Teaching/Thought Leadership

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New Client On Ramp Welcome Hello! _________ here, and on behalf of everyone at ______________, let me again welcome you to our family. We are excited that you have chosen to work with us. We look forward to working together and gettin
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New Client on Ramp Welcome

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Birthday Greeting Good morning! I thought I would inform you that today is a special day. In fact…it should be a national holiday. What day is it…Your birthday! I wanted to take a minute and wish you a “Happy Birthday.” I hope you will
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Birthday Greeting

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Thanksgiving As our team reflects this week on all the things we are thankful for, we are quickly reminded of the honor and privilege it is to serve you. We hope that you have a chance this week to pause, be thankful, and spend time wi
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Thanksgiving

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Christmas & New Year Tis the season for us to tell you how much you mean to us. Spoiler alert: It’s a lot! As we gather with family and friends, our team wanted to wish you great peace and abundant joy during this holiday season. A
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Christmas & New Year

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