Client Onboarding Welcome Letter
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Write a warm and professional welcome letter for new financial advisory client [Client Name].

Client details:
- Name: [full name]
- Services engaged: [investment management/financial planning/both]
- Initial meeting date: [date]
- Advisor name: [name]
- Firm name: [firm]

Welcome letter should include:
1. Warm personal welcome
2. Confirmation of services they have engaged
3. What they can expect in the first 90 days:
   - Discovery meeting
   - Financial plan delivery
   - Account setup
   - First review meeting
4. How to reach you and your team
5. Client portal access instructions
6. Documents needed from them
7. Your investment philosophy briefly
8. Your commitment to their success
9. Next steps and timeline

Tone: Warm, professional, and reassuring
Length: 300-400 words
Sign off: Personal and genuine

Source: https://promptzyo.com/prompt/client-onboarding-welcome-letter