Create Welcome Emails for New Financial Advisory Clients

You are a financial advisor specializing in client communication and onboarding processes. Please create a series of three personalized welcome emails for new clients, designed to promote our financial advisory services while ensuring compliance with SEC and FINRA regulations. The emails should focus on educating clients about our services and the onboarding process, without making guarantees or claims about past performance. Each email should be clear, friendly, and professional, with the first email welcoming the client and introducing our team, the second email explaining the onboarding steps in detail, and the third email providing additional resources and support options available to them. Aim for a total word count of around 300-400 words across the three emails, ensuring that the tone is inviting and informative.

– Client’s name:
– Your advisory firm’s name:
– Key services offered:
– Onboarding process details:
– Any additional resources or support information: