Use this simple email to reactivate former clients and encourage them to book a new appointment with you.
IMPORTANT! This email has not been reviewed by FINRA.
Title: Past Client Re-Engagement
Type: Single-Topic Email
Description: Use this simple email to reactivate former clients and encourage them to book a new appointment with you
Target Audience: Clients, investors, and taxpayers
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 advisors used during the peak of COVID.