---
title: [NEW] End Of Year Planning - Single Email
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.
---

[Financial Advisor Marketing Strategies | Snappy Kraken ](https://snappykraken.com/blog)

# [[NEW] End Of Year Planning - Single Email](https://snappykraken.com/blog/end-of-year-planning-single-email)

 Written by [Snappy Kraken](https://snappykraken.com/blog/author/snappy-kraken) | Nov 1, 2023 3:14:22 PM

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.**

## **About This Campaign**

**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.**

 

[View full post](https://snappykraken.com/blog/end-of-year-planning-single-email)

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