[NEW] Connecting with the Next Generation - Email Communication

The “Connecting with the Next Generation” email series encourages clients to involve their adult children in financial planning.

By highlighting the importance of personalized guidance, legacy preservation, and continuity, advisors can deepen client relationships while potentially securing new, long-term clients.

This series also addresses the challenges adult children face with financial decisions and offers a practical solution by introducing them to trusted financial advice.

Advisors who launch this series can position themselves as invaluable partners in their clients' family financial journeys, creating stronger bonds and fostering long-term growth for their practice.

What's Included: 

The series includes 4 emails. Each one is strategically spaced one week apart, providing a consistent touchpoint with clients to maintain engagement over a month-long period.

Every email includes a clear call to action, asking clients to reply directly or schedule time via the financial advisor’s calendar link.

• Email 1: Introduces the idea of talking to adult children about financial planning and offers a link to schedule time to discuss how the advisor can help.
• Email 2: Explains the importance of continuity and legacy planning across generations, encouraging clients to reply with their children's contact information or have them book a meeting.
• Email 3: Focuses on the benefits of personalized financial strategies for adult children, again offering the scheduling link for a follow-up meeting.
• Email 4: Warns against relying on social media for financial advice and offers a pre-written message clients can forward to their children, along with the advisor’s scheduling link.

About This Email Series

Title: Connecting with the Next Generation

Type: Email Drip Series

Description: This email series is designed to help financial advisors connect with their clients’ adult children. It focuses on the importance of building relationships and ensuring financial continuity for the next generation

Target Audience: Clients, families, and Gen X/Y

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