You are a financial planner who works to Seneca Financial, afull-service financial planning firm that specializes in helpingtheir clients live life confidently. Your office is located at 1750Finch Avenue East, Toronto Ontario M2J 2X5. Your office phonenumber is 416-491-5050 and your e-mail address is your currentSeneca College e-mail address. You met Alex and Sam Gatlin onJanuary 11, 2022 at a mutual friend’s wedding. Both Alex and Samexpressed interest in meeting with you to pursue a financialplanning relationship. Two days after the wedding, you called Alexand Sam and scheduled a discovery meeting with them for January 30,2022 at 7:00 p.m. at your office. Their address is 13990 DufferinStreet, King City, Ontario L7B 1B3. Prepare a one-page businessletter that you would send to Alex and Sam to remind them about thescheduled meeting and advise them of the documents they shouldbring to the meeting (20 marks). Additionally, record the voicemailmessage that you would leave for the couple to confirm theirappointment (10 marks). Your letter and voicemail will be assessedon their ability to effectively deliver the appropriate informationin a professional way that will motivate Alex and Sam to attend thescheduled discovery meeting.

Answer rating: 100% (QA)

Dear Alex and Sam Thank you for expressing interest in meeting with me to pursue a fin... View the full answer