Financial Advisor Letter Example

The following financial advisor letter example be modeled for financial planning, estate planning, or retirement planning.

There is another example of a financial services letter here (bottom of page). It might even be better than this one, but you be the judge. Secondly, it uses a different type of ‘grabber’ so you should check it out anyway.

Here Is A Financial Advisor Marketing Letter System Example.

Letter #1:

Dear (NAME),

In today’s environment of an uncertain economy, we all face money-related issues. We may feel overwhelmed as we study the numerous choices available to us and try to navigate the complexities of managing our personal finances.

Many of us are approaching retirement, and we want to make sure that we have enough resources to support us in this new life stage. We also want to structure our investments and savings so that our families will benefit from our financial decisions for years to come.

If you find that you are among the many individuals who are struggling to make informed financial decisions, this may be just the right time to reach out for professional advice.

(COMPANY NAME’s) team of certified financial planners can help you make strategic decisions as you map out your financial future. We will work closely with you to understand your unique needs and overall goals and then counsel you in ways to secure your financial well being.

Professional financial advice is no longer just for the wealthy. All individuals and families can benefit from our help. Our mission is to save you time and present you with options that are clear and that make sense to you.

We would appreciate discussing our services with you personally. Please give us a call so that we can schedule a time that is most convenient to you. Or, perhaps we can reach out to you once you have had time to give this opportunity your consideration.

Sincerely,

Financial Advisor Letter #2

Dear (NAME),

Several weeks ago I reached out to you with an invitation to consider our financial planning services. I hope that you have had time to reflect on your current needs and have decided to take the next step in managing your finances.

As I mentioned earlier, (COMPANY NAME) has created a team of certified financial planners who are experts in the field. They respect their customers’ unique personal goals and are eager to help them find ways to ensure financial peace of mind.

Financial decisions affect every individual at every stage of life. Faced with the many choices involved in managing money-related issues, you do not need to feel overwhelmed. It is our mission to simplify the choices and provide you with our best counsel. We also recognize and respect that you are ultimately in charge of your financial decisions, which is the way it should be. Because this means having the right information at your disposal, allow us to provide you with options that are best suited for your unique needs.

Whether you would like to structure your financial investments more strategically, plan for your retirement, update your will, establish a trust fund or if you need information about any other aspect of financial planning, place your trust in our team. We will not disappoint you!

Sincerely,

Name

Here is a better financial advisor letter for marketing because it uses a ‘Grabber’ to ‘Grab’ the attention of your prospect (you can use any type of Grabber we are partial to the million dollar bill. For examples of other attention ‘grabbers’ read this):

 million dollar bill

Dear Name,

As you can see I’ve attached a Million Dollar Bill to the top of this letter. Why have I done this? Actually there are two
reasons…

#1: What I have to tell you is extremely important and I wanted to be sure to get your attention.

#2: Since I help people (name of benefit) instantly increase their net worth by as much as $1,000,000.00 and save at least an additional $5,000 in taxes this year, I thought these Million Dollar Bills were an especially appropriate eye-catcher.

My name is John Sample, and my FREE Wealth Accumulation Analysis has helped many of my clients significantly increase their net worth without spending a dime of their hard earned money. Often by as much as a Million Dollars or more!

Here’s What My Clients Have To Say:

Testimonial.

Testimonial.

Testimonial.

My Personal Guarantee:

Give me 20 minutes of your time, and I will show you how you can increase your net worth by at least $100,000 (probably more!) without any out of pocket expense, or I will gladly pay you or your favorite charity $50 no questions asked.

Call 555-555-5555 anytime between the hours of 8am – 6pm Monday through Friday to schedule your FREE Wealth Accumulation Analysis, or use the return reply card that’s enclosed.

Sincerely,
John Sample

PS: Schedule your FREE Wealth Accumulation Analysis by (date) and I will deliver a FREE Report called, “Wealth Building Secrets Most Stock Brokers Don’t Know About!”

 

 

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