This is not your average marketing email. Our timely emails help you reassure, educate, and build stronger connections with your clients during these challenging times. Convince prospects to seek another opinion with this simple email that highlights the dangers of outgrowing your financial advice.
IMPORTANT! This email has not been reviewed by FINRA. To get emails about hot topics into your hands as quickly as possible, we do not submit them for FINRA review.
Title: Consumers Faltering?
Type: Single-Topic Email/Timely Emails
Description: Convince prospects to seek another opinion with this simple email that highlights the dangers of outgrowing your financial advice
Target Audience: Investors, Pre-Retirees, Professionals, Prospects, Retirees, Taxpayers, and Women
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 advisers used during the peak of COVID.