Clients with Small Balances

We have identified clients in Redtail by Tiers and Tier 4 which is clients under $50k we want to send and email/letter to serve as an Annual Review, does anyone have any examples? I have added their portfolio/model into the accounts fields, some of the newer clients also have their risk tolerance, time horizon, and objective identified in the know your client financial fields. Most clients brought on board prior to our adopting of Redtail in 2015 do not have the RT, TH and Obj fields identified

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