Financial advisor email marketing is a sophisticated subject because there are many different ways of using email to generate new clients and to nurture current client relationships. In this article I will discuss how to use email to get new clients through lead generation. In a future article I will discuss how to use cold…
Tag: financial advisor
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…
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….
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…