Sample Financial Planning Sales Letter Sequence!

Below is a series of three financial planning sales letters that I hired an up and coming copywriter to write for me about ten years ago, give or take. I also included them in my book 21st Century Lead Generation (which is no longer available).

These letters are exceptional in terms of copywriting and they received a good response when they were used in Australia.

You can model them for your business lead generation efforts. Keep in mind they were formatted differently than they appear in this article. There was different bolding and fonts used.

Do not copy them. Thank you.

By the way, this article is loaded with information you can use in your newsletters and sales material to create desire in your prospects.

“How The Government’s New Tax Laws Could Decide Whether You Retire In Comfort Or In Poverty!”

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Financial Planner Prospecting Letter Samples!

Below are two different types of financial planner planner prospecting letters.

The first letter is a low key soft selling letter that most planners would feel comfortable using in their marketing efforts to attract new clients.

The second letter is a more aggress emotional direct response marketing lead generation letter.

Financial Planner Introduction Letter #1.

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Autoresponder Letter Examples!

If you have an online presence of any sort, whether it be a content rich site, a small business, or ecommerce, you must to have an autresponder. If you don’t know what an autresponder is please read this article.

A good autoresponder will provide quality information on a regular and timed basis interspersed with a soft sell. A rule of thumb I use is for every 7 bits of quality information I will send a sales letter or link to one. Other marketers use a rule of thumb of 3 to 1. I am even seeing a 1 to 1 ratio, which is absurd in my opinion but they seem to be doing well.

Another option which I prefer, but it depends on the niche, is to combine quality information with a soft sell for lead generation.

Here Is A Sample Autoresponder Letter Sequence Using A Combination Of Quality Information and A Soft Sell!

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