Category: Timely Emails

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[NEW] Individual Stock Risk: What the Research Shows - Timely Email

This email uses compelling stats and updated academic research to deliver a wake-up call about stock picking. It reveals just how rare the big...

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[NEW] What the New Tax Bill Could Mean for You - Timely Email

This email gives clients and prospects a calm, clear-eyed look at how a massive new tax law could impact their finances—and positions you as the...

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[NEW] Worried About Buying at the Top? - Timely Email

This timely email helps advisors calm investor nerves about putting money to work when the market is at all-time highs. The message reinforces...

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[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...

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[NEW] Market Volatility and Global Events - Timely Email

Markets are reacting. Here’s how to help clients and prospects stay grounded. This campaign tackles a tough topic—escalating Middle East conflict—and...

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[NEW] Housing Market Cooling - Timely Email

The housing market is cooling, and this timely email helps advisors use that shift as a smart touchpoint to connect, build credibility, and invite...

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[NEW] Your Move, Fed - Timely Email

Educate your clients and prospects about navigating market volatility with confidence and long-term strategies.

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[NEW] What Happens Next? - Timely Email

This email is designed to guide clients and prospects through the recent turbulence in the market. By acknowledging the ups and downs of August, it...

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[NEW] Interest Rates Explainer - Single Email

Educate your prospects about the effects of interest rates on their finances and the broader economy. The email explains how changes in the Federal...

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[NEW] Market Meltdown - Timely Email

Financial Planning recently published an article about the importance of proactive communication, especially during market turns. They quoted our...