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 educate Millennial clients and prospects on the financial plight of their generation and ways to find financial success.
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: Money-Saving Tips for Millennials
Type: Single-Topic Email
Description: Use this simple email to educate Millennial clients and prospects on the financial plight of their generation and ways to find financial success
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.