This is not your average marketing email. Our timely emails help you reassure, educate, and build stronger connections with your clients during these challenging times. Use this email to send a friendly reminder to clients all about the importance of setting up time with you to discuss any time-sensitive planning opportunities before the end of the year.
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: End of Year Planning
Type: Single-Topic Email/Timely Emails
Description: Use this email to send a friendly reminder to clients all about the importance of setting up time with you to discuss any time-sensitive planning opportunities before the end of the year
Target Audience: Clients
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.