When clients mention they're buying a home, I want to congratulate them and offer guidance on financial planning considerations.Follow these steps:1. Pull the client's contact record from my CRM.2. Draft a congratulatory email covering planning considerations: mortgage and financing, cash flow and emergency fund, insurance, tax planning, and estate planning.3. Add a note to the CRM documenting the life event.4. Update the client's contact record with the new address once the purchase is finalized.
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