Attach Advisors
Sample Follow-up Email
________________________________________
ADVISOR,
It was great meeting with you!
As promised, I wanted to share some resources with you.
First, the webinar that Rick conducted as a follow up to the Summit for Prosperity Economics Advisors is available here:
https://lifespanusa.com/resources/prosperity-economics-summit-follow-up
You will need to use the following login information to access this and other educational materials on our website:
Username: advisor
Password: lifespan
Additionally, I’m attaching some materials that we would use together if you chose to “attach” your process to ours.
Attachments:
- LifeSpan Circle™
- ePlanning Plan Development Navigator™
- Complete Personal Information Profile
- Discovery Dialogue Summary Form
We have found that it is useful to have a brief description of our law firm for sharing:
“Randall & Bryant, P.C. is a transformative law firm focused exclusively on estate planning, business planning, and elder law. Dedicated to plans that work, we work with families to create, maintain, and transfer both financial and non-financial wealth.”
Please let me know if you have any questions!
Best,
Autumn
Autumn I. Bryant, J.D. Attorney & Counsellor At-Law
Randall & Bryant, P.C.
3500 De Pauw Blvd, Suite 2090
Indianapolis, IN 46268
Phone: 317-803-4180
Fax: 317-803-4181
Email: [email protected]
IRS Circular 230 Disclosure
To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. federal tax advice contained in the communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing, or recommending to another party any transaction or matter addressed herein.
Associated Files
- Lifespan Circle (image - 578.5 KB)
- ePlan Navigator (pdf - 120.2 KB)
- Personal Information Profile (Fillable) (pdf - 409.8 KB)
- Discovery Dialogue Summary Form (pdf - 5.1 KB)