Hello Lucas,
Who do you want to keep in touch with?
Emily Rodriguez
Send Emily a birthday message.
Emily's birthday is next Tuesday. A personalized note can strengthen the relationship.
5 Tips for a Comfortable Retirement
Michael Thompson
Wish Michael a happy birthday with a thoughtful text.
Michael's birthday is tomorrow. A personalized birthday message enhances rapport.
Understanding Market Volatility: A Guide for Investors
Lisa Chen
Send a follow-up message about yesterday's portfolio review discussion.
Following up after meetings helps maintain engagement and ensures action items are addressed.
John Smith
Schedule annual portfolio review for next month.
Annual review coming up in July. Important to maintain regular check-ins.
David Kim
Send a message acknowledging his five-year anniversary as a client.
Celebrating the five-year mark reinforces loyalty and recognition.
The Impact of Inflation on Your Savings
Rachel Lee
Respond to Rachel's question about her 401(k) rollover options.
Unanswered message from 2 days ago in MyRepChat needs attention.
No Medicare surprises for 2025
Sarah Johnson
Congratulate Sarah on her upcoming retirement and offer a planning session.
Sarah is retiring next month. This is a crucial time for financial planning.
IRS Raises 401(k) Limits, Adds Super Catch-Up For Ages 60-63
