The letters you send to clients announcing a merger or acquisition should reassure in order to retain. These samples suggest what to say to clients of the predecessor and successor firms: We are ...

Ashley Harwood began her real estate career in 2013 and built a six-figure business as a solo agent before launching Move Over Extroverts, her coaching company for introverted agents, in 2018. She is ...

(March 2005) Sure there are software packages that will help you develop letters to clients. But many top advisors eschew those programs in favour of a more personal approach. They say written client ...