The Client Letters
The Client Letters are mailable monthly letters that are prepared for our clients (advisors). It is not intended to be mailed "as is" to your clients. It is intended to be a resource for your communication, verbal or written. We encourage you to take the communication and make it your own, delete, add, customize it to your style, personality, and clients. This information has not been pre-approved for use with your clients, and it must be customized and submitted individually as your own communication, not that of RC Whatley & Company.
Please reach out to us if you need help tailoring your Client Letter to your particular business.
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