[NEW] Tax-Loss Harvesting Email Campaign For Financial Advisors

Use this simple email to offer clients and prospects your perspective on tax-loss harvesting this year.

Released on 11/21/22, with this marketing email for financial advisors, you can educate your clients and prospects about tax-loss harvesting (and its pitfalls) in this simple email. The P.S. includes a referral request.

About This Campaign

Title: Tax-Loss Harvesting

Type: Single-Topic Email/Timely Emails for financial advisors

Description: Use this simple email to offer clients and prospects your perspective on tax-loss harvesting this year.

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 as a financial advisor.

Running Time: Single email

Here are some of the results from our Weekly Crisis Emails that advisers used during the peak of COVID.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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