4 Eye-Opening Stats on Women and Financial Advisors
Diplomatic approach:
Template 1:
Subject: Aligning on My Financial Priorities
Dear [First Name],
I appreciate the support you’ve provided so far, but I’d like to ensure we’re fully aligned on my financial goals moving forward. I believe a more proactive approach—especially around updates and strategy—would help us stay on track more effectively. I’d welcome the opportunity to revisit our plan and communication cadence. Please let me know a convenient time to connect.
Best regards,
[Your Name]
Template 2:
Subject: Request for More Collaborative Planning
Dear [First Name],
Thank you for your continued support. As my financial goals evolve, I’d like to feel more actively guided in our planning process. A more regular and strategic dialogue would help me feel more confident in the direction we’re heading. I’d appreciate your thoughts on how we can enhance our collaboration.
Warm regards,
[Your Name]
Template: 3
Subject: Looking Ahead Together
Dear [First Name],
I value the relationship we’ve built and the insights you’ve shared to date. That said, I’m hoping for a more forward-looking approach that ensures my goals remain at the center of our planning. More frequent touchpoints and strategic input would be greatly appreciated. I’d be glad to schedule a time to discuss how we can work more closely together.
Sincerely,
[Your Name]
Assertive approach:
Template 1:
Subject: Need for Proactive Financial Guidance
Dear [First Name],
I need to be candid—I’m not seeing the level of strategic support I expect at this stage in our relationship. My financial goals require consistent attention and forward-thinking advice, not reactive communication. I’m asking for a more structured, proactive approach to ensure meaningful progress. Please let me know how you plan to address this moving forward.
Best regards,
[Your Name]
Template 2:
Subject: Reassessing Our Engagement
Dear [First Name],
I’ve grown increasingly concerned about the lack of initiative in our planning process. I expect my advisor to actively drive strategy, anticipate needs, and stay ahead of potential challenges. If we’re going to continue working together, I need to see a clear shift in how we engage. Let’s schedule a time to discuss a path forward that better supports my priorities.
Sincerely,
[Your Name]
Template 3:
Subject: Immediate Attention Needed on Financial Strategy
Dear [First Name],
My financial goals are too important to be managed with a passive approach. I’ve been disappointed by the lack of momentum and timely advice, and this needs to change. I’m looking for a partner who takes initiative and communicates regularly with purpose. Please respond with a plan for how we can improve our process and outcomes.
Respectfully,
[Your Name]
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