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Farewell Letter To Clients
"I need a Farewell Letter to Clients for my retirement from a financial advisory practice, effective March 1, 2025, addressing approximately 50 high-net-worth clients and including information about their portfolio transition to my successor."
1. Opening and Greeting: Professional salutation addressing the client by name
2. Expression of Gratitude: Thanking the client for their business and trust
3. Announcement of Departure: Clear statement of leaving, including effective date
4. Transition Plan: Information about who will handle their business going forward
5. Contact Information: New contact details or successor's information
6. Closing Remarks: Professional closure with well-wishes
7. Signature Block: Professional signature with current role and contact information
1. Reason for Departure: Brief explanation of departure if appropriate (retirement, career change, etc.) - include only if professionally relevant
2. Past Project References: Brief mention of significant projects or relationships - useful for long-term or key clients
3. Future Business Recommendations: Specific recommendations for future services or providers - include if there's a clear benefit to the client
4. Transition Timeline: Detailed timeline of handover process - necessary for complex client relationships
5. Confidentiality Reminder: Reminder of ongoing confidentiality obligations - include for sensitive professional relationships
1. Contact Directory: List of relevant new contact persons and their details
2. Handover Timeline: Detailed schedule of transition dates and milestones if applicable
3. Outstanding Matters List: Summary of any pending matters and their status
Authors
Legal Services
Financial Services
Consulting
Healthcare
Real Estate
Banking
Insurance
Accounting
Investment Management
Professional Services
Technology Services
Architecture
Engineering
Education
Business Advisory
Client Services
Account Management
Legal
Professional Services
Business Development
Customer Success
Relationship Management
Portfolio Management
Project Management
Senior Management
Operations
Customer Support
Professional Practice
Account Manager
Client Services Director
Financial Advisor
Legal Counsel
Consultant
Relationship Manager
Portfolio Manager
Business Development Manager
Project Manager
Senior Partner
Department Head
Professional Service Provider
Client Success Manager
Investment Advisor
Insurance Agent
Real Estate Agent
Healthcare Provider
Education Counselor
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