Stay top of mind and build relationships with this automated email drip campaign. You can send out up to 8 completely customizable emails. They would send once a week for up to 8 weeks.
Each email includes placeholder text for you to edit yourself or with some assistance from AI.
You have the option to disable any email if you’d like to make the series shorter.
IMPORTANT! This email has not been reviewed by FINRA. To get emails about hot topics into your hands as quickly as possible, we do not submit them for FINRA review.
Title: Email Drip Series Builder
Type: Single-Topic Email/Nurturing Email Series
Description: Stay top of mind and build relationships with this automated email drip campaign
Target Audience: Clients and prospects
Primary Outcome/Action: Address concerns as they arise and show your leads and clients that you’ve got their back and that you’re ready to take them through thick and thin
Running Time: Single email
Here are some of the results from our Weekly Crisis Emails that advisers used during the peak of COVID.