Effectively informing your existing clients about HALO is crucial to the process. One effective way to introduce HALO to existing clients is to email them a link to the HALO assessment.
Below are sample email templates advisors can use with existing clients:
[US] Existing Client Email HALO Invitation [Email Template]
Subject: Plan around YOUR health!
...
Take the assessment! [embed your HALO link into the Take the Assessment statement]
Thank you,
<Advisor Name>
[AU] Existing Client Email HALO Invitation [Email Template]
Subject: Plan around YOUR health!
...
Take the assessment! [embed your HALO link into the Take the Assessment statement]
Thank you,
<Advisor Name>