Middlesex Massachusetts Sample Letter for Announcement - To Clients that You've Changed Jobs

• Category: Letters - Nonlegal - Announcement
• State: Multi-State
• County: Middlesex
• Control #: US-0053LR
• Format: Word; Rich Text

Description

This form is a sample letter in Word format covering the subject matter of the title of the form. Subject: Important Announcement — Your Trusted Advisor Has Moved On! Dear Valued Client, We hope this message finds you in good health and high spirits. We are reaching out to inform you of a significant change that will affect our ongoing professional relationship — our lead financial advisor, [Your Name], has recently transitioned to a new position and will no longer be serving as your primary point of contact at [Company/Organization Name]. We understand that change can at times be unsettling, and we assure you that your financial well-being remains our utmost priority. While we will miss having [Your Name] as part of our team, we are excited to introduce you to your new dedicated advisor, [New Advisor's Name], who will be taking over all matters pertaining to your personal or business finances. [New Advisor's Name] has an exceptional track record in the field of financial advisement and possesses a wealth of expertise in various domains, including investment strategy, tax planning, retirement solutions, and estate planning. With an unwavering commitment to personalized attention and a deep understanding of your unique financial goals, [New Advisor's Name] is ready to seamlessly guide you through your financial journeys moving forward. Please be assured that your account remains secure and all the necessary precautions have been taken to ensure a smooth transition. As part of the handover process, [Your Name] has thoroughly briefed [New Advisor's Name] about your specific needs, objectives, and any ongoing projects. Rest assured, there will be no disruption to the services we provide, and we will continue to provide you with the same level of care and dedication that you have come to expect from us. In the next few weeks, [New Advisor's Name] will reach out to you personally to set up a time for an introductory meeting. This will provide an opportunity for both of you to get acquainted, discuss your current financial plans, and identify any areas that may require immediate attention. Should you have any pressing matters before [New Advisor's Name] contacts you, please do not hesitate to reach out to our client support team at [contact details]. We appreciate your understanding and cooperation during this transition period. We are confident that with [New Advisor's Name]'s expertise and our continued commitment to your financial success, this change will be seamless, if not beneficial, for you. Furthermore, we genuinely value your trust and look forward to delivering exceptional financial guidance under our new arrangement. Thank you for your continued support and loyalty. We remain at your service. Warm regards, [Your Name] [Company/Organization Name] [Contact Details] Keywords: Middlesex Massachusetts, announcement, clients, changed jobs, letter, new position, financial advisor, transition, personal finances, business finances, investment strategy, tax planning, retirement solutions, estate planning, secure account, smooth transition, dedicated advisor, financial goals, personalized attention, client support team, introductory meeting, financial plans, trusting relationship.

Subject: Important Announcement — Your Trusted Advisor Has Moved On! Dear Valued Client, We hope this message finds you in good health and high spirits. We are reaching out to inform you of a significant change that will affect our ongoing professional relationship — our lead financial advisor, [Your Name], has recently transitioned to a new position and will no longer be serving as your primary point of contact at [Company/Organization Name]. We understand that change can at times be unsettling, and we assure you that your financial well-being remains our utmost priority. While we will miss having [Your Name] as part of our team, we are excited to introduce you to your new dedicated advisor, [New Advisor's Name], who will be taking over all matters pertaining to your personal or business finances. [New Advisor's Name] has an exceptional track record in the field of financial advisement and possesses a wealth of expertise in various domains, including investment strategy, tax planning, retirement solutions, and estate planning. With an unwavering commitment to personalized attention and a deep understanding of your unique financial goals, [New Advisor's Name] is ready to seamlessly guide you through your financial journeys moving forward. Please be assured that your account remains secure and all the necessary precautions have been taken to ensure a smooth transition. As part of the handover process, [Your Name] has thoroughly briefed [New Advisor's Name] about your specific needs, objectives, and any ongoing projects. Rest assured, there will be no disruption to the services we provide, and we will continue to provide you with the same level of care and dedication that you have come to expect from us. In the next few weeks, [New Advisor's Name] will reach out to you personally to set up a time for an introductory meeting. This will provide an opportunity for both of you to get acquainted, discuss your current financial plans, and identify any areas that may require immediate attention. Should you have any pressing matters before [New Advisor's Name] contacts you, please do not hesitate to reach out to our client support team at [contact details]. We appreciate your understanding and cooperation during this transition period. We are confident that with [New Advisor's Name]'s expertise and our continued commitment to your financial success, this change will be seamless, if not beneficial, for you. Furthermore, we genuinely value your trust and look forward to delivering exceptional financial guidance under our new arrangement. Thank you for your continued support and loyalty. We remain at your service. Warm regards, [Your Name] [Company/Organization Name] [Contact Details] Keywords: Middlesex Massachusetts, announcement, clients, changed jobs, letter, new position, financial advisor, transition, personal finances, business finances, investment strategy, tax planning, retirement solutions, estate planning, secure account, smooth transition, dedicated advisor, financial goals, personalized attention, client support team, introductory meeting, financial plans, trusting relationship.