[NEW] Small Wins - Timely Email
Use this simple email to offer clients and prospects your perspective on recent market and financial events.
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 perspective on recent market and financial events.
About This Campaign
Title: Small Wins
Type: Single-Topic Email/Timely Emails
Description: Use this simple email to offer clients and prospects your perspective on lessons from markets and life.
Target Audience: Clients & 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.