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title: Client Letter Template
---

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# Client letter template: physical metals transfer-in

An editable letter for advisors to send to clients who hold physical gold or silver, introducing GBI’s transfer-in program. 

![client-letter-template-mockup (1)](https://landing.gbi.co/hs-fs/hubfs/client-letter-template-mockup%20(1).png?width=1468&height=1500&name=client-letter-template-mockup%20(1).png "client-letter-template-mockup (1)")

 

# Is It Too

# Late to

# Own Gold?

**Gold is up 109%** in two years. **Silver is up 201%**. And most advisors still have zero allocation.

Trey Reik, GBI's Managing Member and precious metals economist, makes the structural case for why the rally isn't over — and what it means for your clients' portfolios. 

![GBI\_III\_mockup](https://landing.gbi.co/hs-fs/hubfs/GBI_III_mockup.png?width=1080&height=1061&name=GBI_III_mockup.png "GBI_III_mockup")

 

# Is It Too Late

# to Own Gold?

**Gold is up 109%** in two years. **Silver is up 201%**. And most advisors still have zero allocation.

Trey Reik, GBI's Managing Member and precious metals economist, makes the structural case for why the rally isn't over — and what it means for your clients' portfolios. 

![GBI\_III\_mockup](https://landing.gbi.co/hs-fs/hubfs/GBI_III_mockup.png?width=1080&height=1061&name=GBI_III_mockup.png "GBI_III_mockup")

### What's Inside

- A short letter in the advisor’s voice, ready to edit
- An introduction to GBI’s transfer-in program
- A summary of what the program offers and how a transfer works
- A closing that invites the client to talk
- Bracketed fields for your name, firm and client details

### Get the client letter

### What's Inside

Inside the report you'll find:

- Why gold's three biggest long-term drivers — deteriorating US finances, anti-dollar sentiment, and eroding Fed credibility — reached critical tipping points in 2025
- How the 60/40 portfolio model broke down and why gold is replacing bonds as the diversifier of choice
- What Dalio, Dimon, Gundlach, and Goldman are allocating — and why most institutions are still massively underweight
- Why the January selloff was a flush, not a reversal — and what the data says about where gold goes from here

### Get The Report

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