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 simple email to offer clients and prospects your warmest wishes and perspective on 2023.
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: EOY Client Letter 2023
Type: Single-Topic Email/Timely Emails
Description: Use this simple email to offer clients and prospects your warmest wishes and perspective on 2023
Target Audience: Clients, families, Gen X/Y, investors, pre-retirees, prospects, and retirees
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.