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.
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.