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, we will continue to provide updates about your accounts and answer any questions you may have about your portfolio.

However, there are times we would love to share thoughts about topics we think might be helpful. So our team got together and decided to record a few videos as a way to share our ideas.

After each video, if you have additional questions there will be a link for you to easily schedule a time to talk.

So, over the next several months we look forward to virtually sharing our thoughts with you.

And…feel free to forward the content to friends and other family members if you feel it might be helpful.

We’ll see you in the next video.