Financial Adviser 1st Email
Subject: Welcome to the (COMPANY) Club!
Hi (NAME)
Welcome to (COMPANY NAME), Thank you for taking the time to invest in the growth of your
business.
You likely signed up for one or all of the following reasons
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You are tired of waiting for referrals
Your income is a yo-yo and can’t secure clients regularly.
Tried ads but fell flat
You feel cold calling is time consuming and not really working
Networking is a chore and people mostly avoid you
Look you are great at what you do and can change people’s lives with your investment
strategies, but with no clients all of that expertise goes to waste. We could go on for pages and
pages, but let us have a previous client tell the story.
“We were struggling getting new clients and tried everything that we could find. Cold Calling,
emails, networking, social media, paid ads, and anything else. For the most part we got some
clients, but not the ones we truly wanted.
After Working with (COMPANY) we not only got a consistent quantity of leads, but high quality
leads that were a blast to work with. They really worked with us to dial in our target market.
After only a few weeks we started earning more than ever before! I have a small staff and we
went from $10K/month to $50K/month! Thanks (COMPANY) we truly can’t be any more grateful
for your work. I would recommend them to anyone looking to grow their financial advisors
business!”
The results speak for themselves. Don’t wait YOUR time is now. Book a Call with us!