Ask Denise: Sharing information with clients | The Zebra Blog

Ask Denise: Sharing information with clients

Denise Lones

Q: In a recent Zebra Report on “Four Things to Tell Clients Right Now”  you suggested we tell clients about the mortgage settlement and the Mortgage Forgiveness Debt Relief Act.  How can I share this information without making seem like I think my client might be in a financial pickle? 

A: It’s easy to share information like this if you are sharing it with all your clients!  In other words, put the information in a newsletter you send to everyone on your database.  Preface the information with a phrase such as, “This information may not apply to you, but you still may find it of interest in the event a friend, family, or colleague is facing or has recently been through a distressed sale.  I hope you’ll share these details with anyone who could benefit from them.”

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