Financial Advisor Prospecting Email

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Subject :

reduce your company 401k fees in 10 minutes

Hello [Prospect Name],

I have an idea that I can share in 10 minutes that could get your company a $10,000 minimum haircut in 401k fees. 

Using this idea, our client [company name] saved [insert amount here.] 

Let's chat soon so I can share the idea with you in more detail. What time works best for you?




Subject :

reduce your company 401k fees in 10 minutes

[Prospect Name], Just nudging this back up the ol’ inbox, I know you’re busy. : ) 

Did you get a chance to read my previous mail? Would love to know your thoughts. 



A financial advisor prospecting email sample should be written in a positive, optimistic tone. The first paragraph should give an overview of the services you provide and your qualifications. You should also mention how long you have been providing your services. 

 A good financial advisor introduction email template would include a call to action and even including some contact information at the end, such as phone numbers or other social media platforms to connect with prospects online, is not a bad idea. 

A good email will have a headline, the first paragraph or two sentences, a CTA (a call to action) and a series of testimonials from clients. The last paragraph is often called the "wrap-up" but could also be called the "expressions of gratitude". 

Prospective clients are looking for something special. Something unique that soon to be customer, Lillian, wanted from her financial advisor when she decided to work with them. 

When Lillian emailed asking for a financial advisor prospecting email, she was hoping for a personal touch. 

Her financial advisor sent her a financial advisor prospecting email sample of an email that had the contact information of some other potential clients so that she could send them a personalized message. 

One of the most important things to remember when writing an email to potential clients is that they want answers to their questions. A good way to do that is through a clear and concise subject line. 

Ideally, the email should be less than 50 words. After the subject line, it's important to include a body. A body that's between 125-200 words will engage any prospective client better than one that's too short or takes up too much space in the inbox.

The Three Key Elements of financial advisor prospecting email

One of the fundamental things a financial advisor needs to do is write copy that engages their clients. 

There are three key elements that a good financial advisor prospecting email must have to be successful and they are as follows:

1. The first thing is to understand your reader and their needs first. 

2.   The second thing is to understand your own business and give insight into your business. 

3.  The third thing is to know the industry in which you are operating. From a financial standpoint all three of these elements are important. 

The first key element is to make it personal. The more personal the email, the better. 

Some of my favorite messages have been those that say something like "Hey, I'm Dan and I know you're going through a tough time right now" or "Here's an idea that might help." 

Second, use humor. Humor is a great way to break the ice and open up some great dialogue. Third, remember that your prospects are busy. Make your emails quick, actionable and easy to read.

Financial Advisor introduction Email Template You Can Start Using Today

Starting a new job can be one of the most exciting and scary times in your life. The world is at your fingertips, but so are many new responsibilities. 

One of these responsibilities is to build relationships with prospects that could lead to potential clients. In order to do this, you need to write emails that will not only engage the prospect, but turn them into clients too. 

You can use your financial advisor prospecting email to communicate with potential clients and make sure they give you a chance. 

Financial advisor prospecting email samples are vital for the success of your business because they are the first step in getting people to know who you are and what it is that you do. There are many ways to write copy that engages your prospects. 

A financial advisor introduction email template is no exception. Take a look at this financial advisor introduction email template, which includes important information about who you are and what you can do for your reader. 

Many financial advisors are finding themselves with a difficult time pushing their products and services. This is due to the fact that they are attempting to push people through a sales funnel, which drastically reduces the quality of what they can produce. 

An email is an important first step in any financial advisor prospecting email sample. If you don't reach out to someone, they're not going to be receptive to your sales pitch. 

When it comes to email prospecting, the fortune is in the follow-up!

A winning follow-up email should be quick, clear, and give prospects a taste of what they'll get from working with you. 

While it can be tempting to send a financial advisor prospecting email, we recommend sending a follow-up email that allows your prospects to preview what your next step is. This will eliminate the need for any additional follow-ups and keep your brand top of mind. 

Make sure to include calls-to-action in your emails.  The fact is, the first email that you send out is really just a warm-up. It's not surprising that people don't always reply at the first time of asking. 

But, if you say something in your follow-up emails that shows them that you're listening and are interested in hearing their thoughts about what they're looking for in their next financial advisor introduction email template then you'll be more likely to get more responses from them on the future emails. 

As a matter of fact, the financial advisor prospecting email sample tactic that has the highest open rate is that which follows up. 

If you want to increase your ROI, your follow-up emails should include some sort of call to action and share something about the benefits of your service or product.

Start engaging with your contacts and clients today. Start using this FREE template!

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